Search Results

From aiding grandchildren to purchase their first homes, to empowering children or other loved ones to build their personal balance sheets through investing in residential real estate, there are many ways in which wealthy individuals may offer to help loved ones to achieve home ownership or favorable living arrangements. Each approach has tax impli...

Looking at the economic outlook for the U.S. and across the rest of the globe, Doug McHoney and Alexis Crow at PwC discuss the recession outlook and economic activity of some significant economies, the impact of inflation, central bank policy, including interest rates, commercial real estate and financial stability, currencies and the future of the...

The 2024 U.S. Presidential election is set as a rematch between current President Joe Biden and former President Donald Trump. Each candidate’s fiscal priorities have already been on display in their first terms and give insight into second-term agendas. This brief outlook by Asset Consulting Group compares their track records and the market impact...

Genuine prosperity includes overall well-being within the family and business. From mental health concerns and substance use disorders to relationship conflict and neurocognitive decline, we'll discuss OPG's comprehensive solutions designed to ensure that families and businesses are well-equipped to manage complex well-being challenges, cultivate r...

The close of each economic cycle and the start of the next carry a unique set of circumstances and challenges. From the vantage point of the depths of the decline, the conditions needed to produce a new expansion can appear daunting. Yet, a signal feature of the U.S. economy, one that has persisted since World War II, has been its ability to shake ...

Helping an elderly parent adjust to their changing needs and circumstances can be challenging for both parties. While parents are adapting to major lifestyle changes, their children are often relied on to help make important decisions about their care. To ease this potentially challenging transition, this checklist contains a series of topics you c...

Having to say goodbye to a loved one is never easy—and if you are authorized to make financial decisions on behalf of them, you may face even more challenges. Closing out someone’s personal, financial, and legal affairs while grieving their loss can be stressful, so consider using this checklist as a step-by-step guide to help stay on track.

Although private equity (PE) has been grappling with high interest rates, PE funds and their portfolio companies are marching forward. With inflation moderating and expectations for a rate cut, there is growing cautious optimism for improved PE M&A activity. This Private Equity Survey by BDO polled 484 U.S. PE fund managers and operating partne...

The past two years have tested even the most resilient families and family-held businesses. Balancing domestic obligations with managing companies virtually is stressful even on the best of days. But when employee relationships include family relationships, workforce dynamics take on a whole other level of complexity. Add a global pandemic on top, ...

A convergence of mega trends is transforming the way we think about and manage family wealth. FOX will share its perspective and latest research on what is rapidly becoming a new age of family wealth management. David Toth, President, Membership, FOX

The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies...

The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies...

At some point on your family journey and through the key life stages, you may take a step back and realize the wealth and legacy you’ve created are going to live on for generations. As you begin to reflect, you can look to the legacy and estate planning guide in this Digest as a starting point. You’ll also find helpful checklists, thoughtful questi...

At some point on your family journey and through the key life stages, you may take a step back and realize the wealth and legacy you’ve created are going to live on for generations. As you begin to reflect, you can look to the legacy and estate planning guide in this Digest as a starting point. You’ll also find helpful checklists, thoughtful questi...

For young adults, heading off to college often represents a major transition into adulthood and independence. One aspect of this transition is understanding the importance of financial well-being. By knowing the basics of personal finances and creating clear goals, students can set themselves up to succeed during and after their college years. Here...