There is a yawning gender gap in Corporate America. Studies show that companies with disproportionately low numbers of women in leadership do not perform as well as those with a more balanced gender ratio. For years, boards have vowed to change that formula, yet still it remains. To help spur changes, the Women CEOs Speak project was initiated and ...
It is often heard that 'good talent' is hard to find. But what constitutes a good talent? And where are companies going to find the talent they need when the gap between worker supply and demand continues to widen? This podcast with John Hilton, news editor of HRD magazine, Andrew Lafontaine, and Felicity O'Shannassy, organizational str...
The Coronavirus Aid, Relief, and Economic Security (CARES) Act contains multiple tax-related provisions intended to offer relief to both businesses and individuals. We outline key provisions of which businesses and individuals should be aware, including those governing retention credits, payroll tax deferrals, recovery rebates, and modifications to...
One question that is often asked when working with family offices is “What are families like mine doing”? The interest in the answers is even greater during periods of crisis, such as the COVID-19 pandemic. Some of the world’s best investors and wealth stewards share their thoughts and insights into the unique challenges facing fa...
Family business leaders face unique challenges during this global pandemic. In addition to the health and economic factors facing all businesses today, many family business leaders have close personal ties to their employees and communities, some going back for generations. Family business leaders can use this time to enhance communication and educ...
For most families, a large part of multigenerational success hinges on how they approach challenges and create opportunities. In unprecedented times of social distancing and school closures, there are ways you can use this unexpected “family time” to your advantage, including enhancing education for younger generations and foster family communicati...
As the COVID-19 crisis has unfolded, our global health, economic, and market systems have been severely tested in a very short span of time. Even as we find ourselves in the midst of the implications, many thoughts are already geared toward what happens next … after the worst of this season’s coronavirus spread is under control. This r...
A trend from an earlier study on family foundations revealed that foundations based on a commitment to a particular region remain committed to the hometown over generations while sustaining both effective grantmaking and family involvement. As a follow-up to that finding, an in-depth study was conducted to provide insights on place-based giving. Th...
When the artist Beeple sold a digital work of art for $69 million, it caught the world’s attention especially because that one-of-a-kind digital art was a non-fungible token (NFT). In this episode, we’re taking a look at this emerging blockchain technology and exploring how NFTs are transforming digital artwork. What We Discussed i...
The pandemic’s economic and social fallout have permanently impacted both the nature of the workplace and women’s opportunities within it. Working practices have become more flexible, new leadership traits are coming to the fore, and the need for a diverse workforce and inclusive culture has never been more apparent. In these extraordin...
Finding a way to facilitate trust, communication, and proper preparation and development of the necessary skill sets of the next generation can be difficult and will vary from family to family. Today, many families are finding answers to these questions through a private family foundation. If you’re thinking about staring a family foundation, here ...
With each challenge comes the opportunity to reevaluate and do better. This was evident in 2020 when the COVID pandemic brought about a sea change in the way business was done. In this episode, guest Doris Meister discusses how the virus has changed the ways advisors help clients achieve their goals, and what you should look for when choo...
Families are reconsidering their motivations for giving and how their philanthropy carries forward their values, aims, and objectives. It’s promoting deeper intentionality, humility, empathy, understanding, and trust. These shifts are prompting families to reflect on what they seek to build now and how it informs their legacy. It’s imperative to sh...
Through interviews with dozen of donors, Legacy in Family Philanthropy: A Modern Framework, explores big concepts, such as how the ever-evolving idea of legacy relates to values-driven giving and a commitment to impact. While it offers an overarching framework and legal considerations, this companion workbook provides stories, practical tips, and d...
Based on “The Stanford PACS Guide to Effective Philanthropy” and “The Philanthropy Toolkit: An Introduction to Giving Effectively,” this Charitable Giving Guide provides donors with a comprehensive resource to help maximize the impact of their philanthropic giving. By selecting one or more sections that align with your most immediate needs, you can...