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A host can be held liable for injuries caused to a third party if an intoxicated guest causes a car accident. If guests are injured on the premises due to hazardous conditions, the homeowner can be held liable. Such incidents may include slipping and falling on icy walkways, uneven floors, or broken staircases. When hosting a social event, followin...

Each year thousands of property owners and their families are affected by natural disasters and the financial damages can be devastating. Although it may seem there is very little that can be done to prepare against a hurricane, there are practical steps before, during, and after the storm that you can do (or not do) to protect yourself, family, an...

Knowing what to do and what not to do before, during, and after a wildfire can go a long way in protecting you, your family, and personal property from harm. To help prepare and protect yourself against a wildfire, a checklist of practical steps is provided.

Individuals and families today are at a higher risk of being the target of identity theft given their tendency to rely on various third parties to manage their active and complex lifestyles. Protect yourself against identity theft by adhering to a checklist of practical steps to safeguard your personal information.

Hiring domestic staff such as nannies, personal assistants, and housekeepers can expose you to liability issues and danger from unscrupulous employees. It is important to understand your areas of vulnerability and take steps to protect your family and your finances. Whether you hire your own employees or the family office hires them, three often ov...

This is a field guide for avoiding the pitfalls that cause families to overpay, waste time, or lose money due to estate transitions. If you are dealing with a family member’s house full of possessions when age, personal or medical reasons dictate that it is time to sell a primary or vacation home, then these tips will help you simplify the pr...

From the intense wildfire activity in 2017, lessons were learned on the value of smart landscaping. Applying those lessons and other tips, you can enhance your home's resiliency and keep your family safe.

Each decade of life brings unique challenges and opportunities, financial and otherwise. Focusing on each stage from the 40s to the 70s, we highlight the planning issues that may be ripe for your consideration, including revisiting your estate plan, downsizing your home, and constructing your general retirement plan.

When it comes to protecting digital assets, the users can end up being the biggest flaw in your cybersecurity armor. Mistakes like creating easy-to-guess passwords, not encrypting important data, or sending passwords over email can make a hacker’s job easy. To help strengthen your cybersecurity armor and stay ahead of the hackers, here are so...

As the office of the controller becomes ever more strategic—creating higher levels of financial visibility to help drive growth and profitability—the financial organization’s relationship to the controller role must evolve as well. Specifically, today’s CFO needs to work closely with the controller to ensure that, one, the o...

Both New York State and New York City have recently passed a series of laws that significantly increased the protections against sexual harassment in the workplace. These laws outline additional and specific requirements—including the adoption of anti-sexual harassment policies and training—that employers must comply with over the next ...

When surveying the top causes of home damage that might lead to an insurance claim, water damage is the second highest frequency claim category (after wind and hail). With concerted and targeted educational efforts, water loss prevention measures can become more common place and damage can be prevented.

Before executing a commercial property lease or sales contract, the parties may prepare a letter of intent or an agreement in principle. The letter of intent or a similar document (the “LOIs”) generally signals that the parties have agreed on the outline of a deal, but not on all of its provisions or details. While LOIs can serve differ...

It’s tempting to imagine the computer systems as airtight vaults, impenetrable and immune to cyberattacks. But this would be a risky move. In reality, IT infrastructure is more like a porous sponge with gaping holes where data can leak when things don’t go according to plan: a staff member might lose a laptop, a system might experience ...

Wealth attracts attention and an increase in personal risk, including the risk of being kidnapped. Why then is there resistance to security among wealthy individuals and families, whether they come from security-savvy hedge fund managers or young parents of families with extensive financial holdings intent upon raising their children “like ot...