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We have all been the new person at some point or another—the new person on the block, the freshman at the big university, a manager in a new office. In such hard-to-navigate situations, training and communications are integral parts of the on-boarding process. When both employee and employer are informed about one another’s needs, personalities, an...

Stories that are passed down from generation to generation are a way to create a family legacy that will be remembered long after we are gone. These stories are precious in understanding who we are and where we came from. Too often, the people who hold the keys to family stories lose details to memory loss or pass away before their histories can be...

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...

While many individuals may have the skills and experience for a private staffing position, it’s the chemistry and having a system in place that makes it work for all parties. With this guide that includes job descriptions and requirements, discover the actionable insights and best practices for optimizing your private staff throughout the hiring pr...

Charitable giving is an important goal for many investors. Although any form can be beneficial, proper planning of the when, what, and how can help maximize the donor’s philanthropic as well as overall wealth planning goals. In examining some common charitable giving strategies, the advantages and disadvantages are discussed, and examples are prese...

From Australia to United States and many places in between, this Global Employer Guide reflects an easy-to-read summary of employment law that changed in each country over the past year, including pandemic-related changes where applicable. Visa processes, employee rights, contract requirements, transfer of business considerations, privacy standards...

Taking on the role of a direct household employer can be complicated—even for households with a single employee. This guide includes best practices for navigating the complex environment of household employment and provides practical advice on how to avoid the legal, financial, and reputational consequences associated with non-compliant employment.

In this second paper of a two-part series on philanthropy and sustainable investing, we outline how families may wish to identify opportunities within sustainable and impact investing themes. Along with four guiding principles to help create an impactful portfolio, we discuss the broad opportunity set, how to construct and then actively manage...

With the signal of a looming recession, forward-looking employers are preparing for a change in course regarding labor challenges. Taking steps now to prepare for the possibility of future workforce reductions will help companies lower their legal risks. Understanding the nuances of the WARN Act, proper documentation of performa...

Employing service providers in your home carries considerable risk. If not handled with extreme care, the process of hiring, termination, and managing day-to-day responsibilities can create liability—and even result in claims of discrimination and retaliation by the employee. This report provides a snapshot of an increasingly complex employment lan...

For charitably minded individuals, cryptocurrency investments—such as Bitcoin and Ethereum—held more than one year may provide a unique opportunity to leverage highly appreciated assets to achieve maximum impact with charitable giving. By donating cryptocurrency to charity, it can also unlock additional funds in two tax-smart ways. For more insi...

With impact investing, the viability and projected growth of the creative economy is not easily seen. But when using the “creativity lens” that looks at creative activity beyond the limits of art and culture, a different story emerges. It can be seen that impact investing in the creative economy has been hiding in plain sight. This study by Rockefe...

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...

Impact investing, which seeks to generate social and/or environmental benefits while delivering a financial return, is expanding as a promising tool for both investors and philanthropists. This guide is part of Rockefeller Philanthropy Advisors’ Philanthropy Roadmap series and acts as an introduction to impact investing. To consider the next ste...

Developing an impact investing strategy and taking subsequent action steps can be organized into three stages: Prepare, Build, and Refine. In this guide, which builds from the introductory guide on impact investing, the three phases are explored further to explain how to take practical steps towards implementing your first impact investment.