Last year was another challenging and disruptive year for public health and global trade. Despite pandemic-driven dislocations, supportive government policies propelled most economies and “risk assets” higher. With the potential for recent tailwinds to become headwinds, how should investment portfolios be positioned going forward?
Prioritize your risk strategies for 2022 and beyond with this 17th edition of the Global Risks Report, which explores the areas that your organization should safeguard against and capitalize on as part of your overall resiliency plan. The insights and predictions are drawn from a community of 950 experts and leaders around the world. The areas of f...
Flexible trust planning has never been more important as a result of current and future health, political, economic, and tax uncertainty. Modern directed trusts are one of the best vehicles to provide wealth preservation along with flexibility intergenerationally. Whether the federal estate, gift and GST Tax exemptions are high, low or repealed alt...
Responsible investing has taken the investment field by a storm and become mainstream. Looking ahead, investors continue to be particularly interested in two predominant ESG themes that have been main points of focus for the past several years: the climate and diversity.
Every family’s succession journey is unique, and the change can feel uncomfortable. To help navigate that transition in leadership, 32 former family office CEOs offer their succession stories with the intent of sharing their advice and lessons learned to light the path for those for whom such a transition may be on the horizon. Along with the impor...
When it comes to international travel, high-net-worth individuals and their families can be at a particular risk: They have the danger of kidnapping and extortion, threats to their physical safety, and a hit to finances. The challenges have also multiplied since COVID, presenting not only health risks to travelers but political instability unseen i...
Once a niche market within the investing environment, the idea of vision investing—the integration of values-alignment, investing with impact, and ESG into an investment process—has gone mainstream. In this special report, learn more about investing with a purpose and the challenges that are emerging as this landscape evolves.
While the climate crisis seems bleak, there are opportunities for a sustainable future with strong economic growth and prosperity, led by innovation and technology. It sets the stage for climate tech, where there is ample capital available to companies working on solutions for climate-related issues. In this report, we take a closer look at the ris...
Investors may not be able to control the markets—but they can control their risks, values, and taxes. Find out how the rise of direct indexing makes it possible.
The pace of deal making was high in 2021, and it’s expected to continue in 2022. Looking forward, there are seven private equity trends that fund managers need to be aware of as they plan deals, develop, and execute value creation strategies and exit plans this year.
In this report, discover the emerging trends redefining the retail industry. With a deeper exploration into the changes that COVID-19 caused in commerce, it becomes clear that retail is at the forefront of a significant reimagination and primed for innovation. All this change, including the reintroduction of the omnichannel, has caught the attentio...
“Location, location, location” has long been the mantra of the real estate and, by extension, construction industries, but the global pandemic is upending how this philosophy has traditionally been interpreted. The effects of remote work, online shopping and the continued decline in business travel, among other phenomena caused by the p...
Through the lens of the middle market and 600 U.S. CFOs across six industries, this BDO survey research shows there is optimism on growth prospects in the year ahead while recognizing success will require adaptation and agility. New priorities are in play for businesses and their stakeholders alike. Profit no longer has primacy over purpose, and im...
If you have been ordered to evacuate a storm area, knowing how to respond will help you protect your family and home before and after an evacuation. Learn the important steps to take when local authorities ask you to leave your home.
The wildfire season has caused unprecedented damage across the United States. With drought conditions prevalent across much of the western United States, the wildfire outlook continues above normal wildfire conditions. Learn what you can do to be prepared for it.