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COVID-19 tested the resilience, creativity and crisis management skills of organizations, governments, and families around the world. As you reflect on the impact of the pandemic on your family from a historical perspective with your own family history in mind, this guide offers tips on how to collect, preserve, and share the memories and lessons l...

Holistic financial planning is critical to family wealth management, and balancing financial and family issues is at the center of the process. Today’s Family Office requires highly skilled professionals to address changing tax policies, longer lifespans, and increasingly complex ownership structures and financial instruments. In partnership ...

Finding professional service providers—including lawyers and certified accountants—can be difficult. Challenges include working with excessive complexity, conflicts of interest, and dramatic changes within the legal and accounting business model. But there are ways to address the challenges and make the most of your professional relatio...

A high-quality board of directors with a range of talents and experience can be a powerful resource for your company. Taking steps to ensure your board is well-designed, well-informed, and properly engaged will reap significant benefits for your company’s shareholders and management team.

Posting fabulous vacation moments on Facebook—from a boat in Belize, to the top of a mountain in Chamonix—might be a fun way to share experiences with your friends, but it’s also a great way to let bad actors know your home is empty and ripe for a break-in. Similarly, broadcasting details of a college semester abroad on Instagram ...

With the implementation of California Consumer Privacy Act (CCPA) set to go into effect January 1, 2020, anyone doing businesses with California residents should not only be preparing their digital strategies to comply with the new law, they should also be assessing their risk and reviewing their cyber insurance and adequacy of limits. Why? Now, at...

Employers of all sizes inadvertently put themselves at risk by not having a policy establishing how long to continue benefits during a leave of absence (LOA). So, before the important questions arise, employers should establish an LOA Policy that considers employee needs, carrier contractual provisions, federal and state benefit regulations, and th...

On the day that New York State honored the U.S. women’s soccer team for their World Cup victory—a team whose members have publicly demanded pay equity with the U.S. men’s soccer team—Governor Andrew Cuomo signed legislation amending the state’s pay equity law. Employers everywhere should pay attention to developments o...

Whether an employee leaves for another job or because the employer decided it was time for the employee to go, employers typically need to figure out how to replace a departing worker. Sometimes, the break is clean. Other times, it can be complicated. Regardless of the reason or circumstance, now-former employees may have post-employment obligation...

Finding the right single family office (SFO) talent takes time and preparation. With the right approach and a strong network of supporting expertise, it is possible to find the right leader who captures that rare trifecta of SFO talent needs: (1) technical acumen in investments, legal structures, and accounting; (2) strong interpersonal skills incl...

As family offices and businesses prepare for a return to work in the post-COVID-19 environment, they face complicated decisions when trying to plan for a safe workplace. This medical intelligence report provides an overview on COVID-19 to help facilitate thoughtful discussions and a better understanding of official recommendations. It also inc...

As states, localities, and health officials begin to set parameters around reopening businesses, bringing your people back onsite successfully won’t be as simple as flipping a switch. Every company is unique. But each company faces the same concerns: where to begin, how to keep people protected, when to communicate, and what’s the right...

Returning to work in the midst of the COVID-19 crisis presents employers with unprecedented workplace and employee relations challenges. As the Southern states move ahead with phased plans to reopen, it is important to have the right strategy in place for employee safety, absence management and risk mitigation. The HUB Risk Services team discusses ...

Subtitle C of the Coronavirus Aid, Relief, and Economic Security (CARES) Act amends certain provisions in the Emergency Family and Medical Leave Expansion Act and the Families First Coronavirus Response Act. A brief summary of four key provisions that employers need to know includes: paid leave for rehired employees; advance refunding of credits; s...

The U.S. Department of Labor (DOL) published its Final Rule on the paid sick leave and family leave requirements of the Families First Coronavirus Response Act (FFCRA). The Final Rule supplements and clarifies the multiple FFCRA Q&A publications the DOL has issued. A review of the key provisions is provided, including how the family leave provi...