Whether moving to a new home or setting up a seasonal residence, valuable and irreplaceable items require careful consideration. As part of a general household move, ten tips—beginning with creating an inventory—should be followed to protect your collections of fine art, antiques, jewelry, wine and other precious cargo.
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How can risk executives embrace innovation while preparing for unknown risks such as a self-driving car commandeered by hackers, data analytics software that unintentionally reflects biases, or autonomous weapons that cause accidental casualties? This challenge was explored in the Risk in Review Study of more than 1,500 senior risk executives globa...
Massive data breaches, constant collection of personal data—it may seem like privacy is dead in the digital age. But privacy, security, and trust are increasingly vital and intertwined in a data-driven society. For CEOs and boards, the existential question is less about the future of privacy and more about the future of their own organization...
Jennifer Mizrahi shares how her family's philanthropy has evolved since they experienced a stunning moment of surprise in their own giving journey. Hear more about how this family's foundation makes sure their stakeholders are active participants with active voices in all aspects of their giving. "There is no greater gift in life than enabling...
In family philanthropy we have the choice in how we define "family." In the case of the Quixote Foundation, family is defined as the people who are at the table because they care about each other and the issues—not because they share a biological connection. Hear about the family bonds that are created when working together for good."The more that ...
Kelly and Isabel talk about how "finding their person" guided them along their philanthropic journey. In this family, each generation encourages the next by engagement, mentorship, and resilient family culture. Listen and learn more about the Surdna Foundation's inspiring story of multi-generational giving. Read Family Ties: Multigenerati...
Hear from Monica about her grandmother's influence encouraging the new, third generation to get involved and bring their own voices to the table. Monica, now president of the Conant Family Foundation, also talks about activism and shares how the foundation has developed new opportunities, such as emergency funding, while also honoring her grand...
Transactions for the purchase and sale of businesses are rarely all cash deals. No matter the transaction structure, the use of financing to consummate the purchase creates a new dimension and layers of complexity requiring additional scrutiny and analysis by a discerning seller (or its principals). When financing the purchase of your business, the...
Strategic investors and private equity firms around the world turned to transactional risk insurance in record numbers in 2017 to reduce deal risk in a highly competitive mergers and acquisitions (M&A) environment. In the latest Transactional Risk report, it provides details on the demand for transactional risk insurance globally. Other key fin...
Farhad Ebrahimi invites us all to reimagine the role of philanthropy—and both the opportunities and power it provides. After being gifted a significant amount of money, he and his sister founded the Chorus Foundation to tackle the global climate crisis.
In preparing for an evacuation from a wildfire, following these safety checklists will help protect you and your family from harm.
The fire season is a year-round reality. With this guide, tips and tools are provided to prepare you for a wildland fire threat, to have situational awareness when a fire starts, and to act early as directed by local officials.
Wealth may be structured to either protect assets or make them harder to reach by creditors. While fraudulent conveyance with respect to existing claims is an unavoidable risk, steps should be taken sooner rather than later. Understanding the various asset protection techniques that are typically used and the “fraudulent transfer” rules...
Reviewing the changes to the Tax Reform law from the lens of tax-efficient giving, it's clear it created some philanthropic winners and losers for the next few years. With the elimination of the phase-out of itemized deductions, donors who itemize can take advantage of the full amount of their charitable gifts, subject to Adjusted Gross Income ...
International travelers are vulnerable to a wide range of risks, including political unrest, natural disasters, and medical emergencies. The financial impact of these events on travelers can differ considerably—especially those who are not adequately prepared. Following a checklist of basic practical steps will help you and your families prep...