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The forces of change in the health care and employee benefits environment have grown stronger and more disruptive with each year. But the disruption has also opened up a rich set of options to help family offices and businesses respond to the needs of the workforce, promote the need for behavioral changes, and still generate financial benefits for ...

When you’ve made the decision to protect a collection through insurance, you want to be sure that coverage amounts measure up to the value of your items. Determining proper values can be tricky, as so many variables impact a piece’s worth. Given the ever-changing market, values are in constant flux. That’s why professional appraisals are critical, ...

When selecting an insurance advisor, make sure the person is part of the best-in-class group. Use this checklist to help pick the right one for you and your family.

Ultimately, how well your wealth transfer plan fulfills your legacy and meets the needs of the next—and future—generations depends on whom you name as your trustee(s). This makes your trustee selection one of the most critical aspects of an already complex wealth planning process. To help navigate this selection process, work with a framework built...

Your employee benefits plan is likely one of your organization's largest expenses and one of your most important for attracting and retaining employees. To help you prepare for open enrollment season, this checklist will assist with your compliance obligations.

Third-party vendors can range from custodial companies, to IT services, to professional service firms. Whatever their contracted function, they have access to your physical premises and/or your network data. So how can you make sure that when you’re signing a contract with an outside vendor, you’re not exposing yourself and your clients to excessiv...

As businesses look to grow and thrive, they will face tough choices between balancing budgets and addressing the employee benefits outlook. With a focus on ways to reduce the impact of cost-driving issues, this Employee Benefits Market Outlook report provides insights and actionable solutions employers can use to address the rise of healthcare cost...

When evaluating and trying to find the right insurance advisor or company, it helps to have a map outlining the RFP process and a checklist of best practices. Learn where to start in your search and avoid getting the wrong results.

Whether you’ve worked with ultra-high-net-worth clients for years or are just starting to grow that business, you know that these families and individuals are typically very private and prefer to deal exclusively with trusted advisors. When considering the right independent insurance agents or brokers, there are six things to keep in mind when maki...

Employers who sponsor high deductible health plans (HDHPs) that are compatible with health savings accounts (HSAs) should take the opportunity to explain how they work during open enrollment. Through this bulletin and overview on HSAs, employers can see the HSA benefits they should highlight to their employees and what they need to know regarding H...

Because of losses in catastrophe-prone areas and other hard market factors, insurance carriers have pulled back the amount of insurance they’ll offer. Despite the hard market, real estate owners and operators that have well-maintained properties and who are prepared for catastrophes will have an advantage. Overall, the formula for a better insuranc...

As the U.S. economy continues its turbulent path toward a soft landing, businesses are generally seeing a reduction in unemployment and turnover. Unfortunately, employers will face increased pressure from the employee benefits expense line, which will be fraught with challenges over the next 12 to 24 months. By taking a strategic approach to benefi...

Retaining and recruiting top talent has been a challenge for employers over the last few years, with companies struggling with how to best hold onto and reward employees. Even though there have been some layoffs, many employees are finding new positions quickly and negotiating their compensation and benefits. With a broad range of compensation vehi...

When selling your business, choosing the right team of advisors can make or break the deal. Some business owners may question whether to hire an investment bank to help with the transaction—perhaps to save on transaction fees or because there is already a specific buyer in mind. Before deciding to “go it alone,” consider the quantifiable value...

The unique and personalized nature of each Family Office can make it challenging to access benchmark remuneration data. Family Offices require a distinct skillset, incomparable to other working environments, and many professionals that Family Offices search to recruit are accustomed to a certain compensation structure. This informative report by KP...