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As organizations move to a more remote workforce, automating the on-boarding and off-boarding process to a zero-touch deployment is more important than ever. New policies and procedures need to be established as interaction between organizations and their employees change in a post-COVID world. In this webcast, the BPM team discusses considerations...

With the unprecedented shift to working from home due to the COVID-19 pandemic, many employers had to quickly adjust to utilizing a virtual workforce. As a result, employers may be overlooking business-related expenses being incurred by their employees. This brief refresher provides guidance on employer obligations with regard t...

Layered beneath the difficulties of adapting to the challenges of the COVID environment, there are opportunities for family offices to capitalize on growth that line the path to sustained success. In this e-book of insights, learn how to help your family office move through the pandemic and thrive—from investment analysis and tax strategies t...

Family offices have gone through a number of transformative changes, with COVID accelerating the impact of technology on every level. In this webcast, learn how family offices can take a holistic approach to building a technology ecosystem. Key topics discussed include:integrating technology into your family office;how to leverage technology to enh...

Beginning with the story of an older brother receiving a credit card to purchase a bike, his sister sets out to learn more about the basics of borrowing. She has seen her parents use credit cards, but the truth was, she didn't really know much about them. Through questions and examples, she explains how it works.

As a clearer picture of each U.S. presidential candidate’s platforms emerges, many have yet to consider how a potential change in leadership may impact their current estate tax and income tax. This guides provides a thorough outline and comparison of both Biden’s and Trump’s tax platforms and includes possible impacts to high-inco...

Planning for future generations is the greatest gift family businesses can give, particularly during times of uncertainty. Transferring assets while they have a low value is a technique that is used to lock-in or freeze those low values in anticipation the asset will one day significantly increase in value. There are estate tax planning techniques ...

Business closures have been immensely difficult for companies of all sizes during the COVID-19 pandemic. But reopening is proving difficult, too, especially given the ever-changing nature of the pandemic. As cases have surged in new parts of the country, businesses have been forced to reassess their operational plans in both the near- and long...

There are policy changes and new procedures that companies—including family offices—should consider when reopening amid the COVID-19 pandemic, particularly given the increase in cases in many parts of the country. But companies cannot change policies in a vacuum. Instead, they must clearly and effectively communicate these changes to em...

Many companies were caught off-guard in the spring when diagnoses of COVID-19 multiplied rapidly and forced businesses to close or drastically change their policies with little warning. Now companies that have reopened must prepare for the future, as resurgences may occur at any time in different parts of the country. In preparation for future infe...

Business divorces are often messy. The reasons vary—personality-driven disputes, disagreements over business direction, or timing and distribution of earnings. When majority owners seek advice of the company’s attorney to formulate a plan to force out a minority owner, the company expects this advice to be covered by the attorney-client...

Those with ownership stakes in privately held businesses, partnerships, or family offices need to closely collaborate with and trust others. But when there is a disagreement or dispute, it can create a situation where someone is looking for ways to force out owners of non-controlling shares and seek the advice of the company’s attorney to for...

Solving disputes among business partners and owners in a privately held business can quickly become complicated matters that end up calling for access to an LLC or corporation’s privileged communications. Only in rare circumstances can there be access to those privileged communications. Most courts apply a fact-intensive test that is dif...

The key to success of any risk management plan is the development of an “all risk” approach that takes the entire family enterprise into account. Through a survey of more than 200 family office executives at single and multi-family offices, an uncovering of some worrying approaches has surfaced around the risks that family offices face, particularl...

COVID-19 has forced organizations of all kinds to consider what the future of their operations would look like in a post COVID-19 world. Family offices were no exception. Rapidly fading are the days when a family office would provide a space where their staff can work. Most of these physical offices now stand empty as working from home has become t...