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Recent scholarly research has validated concerns about the comprehensive absorption of costs associated with the number of trade spats in which the United States is now engaged. That research implies that American firms and households are paying $3 billion-per-month increase in costs caused by trade policy. In this publication of The Real Economy, ...

The world has changed since COVID-19, and the most successful companies will use this time to review their long-term strategy, competitive advantages, and organizational agility. This playbook lists cost optimization strategies and actions to increase productivity, and poses key questions that executives and board members should be evaluating to en...

U.S. Capital markets are facing pressures from significant societal shifts as the novel coronavirus pandemic continues to spread across the globe. For boards and stakeholders charged with governance in earning the confidence of current and would-be investors, it will be paramount to demonstrate leadership integrity and intent through the crisi...

Effectively adapting to adjustments in economic culture and wealth is often difficult and requires families to balance past tradition with the need to move forward. Internationally-recognized family wealth psychologist Dr. James Grubman joins host Damien Martin to discuss the dilemmas, decisions, and challenges that come with wealth and share real-...

Even the most well-run, retirement plans can be the target of an excessive fee claim, which can cost millions of dollars to defend and/or settle. Being prepared and taking the necessary steps—including obtaining fiduciary liability insurance—can help reduce the claims, mitigate the exposure, and protect against potentiall...

Attorneys from Warner’s Cybersecurity and Privacy practice group and eDiscovery practice group provide their review of 2019’s new laws, biggest cases and most significant data breaches, and discuss lessons learned and the emerging trends to watch.

When nearly 350 senior risk professionals were asked to identify their biggest concerns over the next 18 months for both the world and their business, they listed economic distress as their top concerns. Yet leaders must act now to address the knock-on effect of far-reaching environmental, societal, and technological risks. This report examines fam...

In an industry that relies on speed and innovation to close deals and drive returns for investors, the absence of face-to-face meetings amid the coronavirus pandemic is one reason the M&A activity in the private equity sector has had the most sudden drop-off since the Great Recession. Now private equity firms must transform quickly, and innovat...

Coming into financial independence and taking on more responsibilities for your own income and spending is both a liberating and intimidating experience. To help navigate some of the most important and common financial and investment decisions, a collection of articles is provided for guidance. The goal is to help break down complicated concep...

In this episode, two executive search professionals talk about the state of the family office industry during a pandemic and best practices in family office human capital management. They share their insights on compensation structures and the challenges that come with long-term incentive options, career paths for executives in the family office sp...

COVID-19 has altered the higher education landscape. With so many variables and questions at play, students and parents are exploring new ways of adapting to this sea of change. Experts in the field share their insights on higher education planning—including investing, funding, and preservation strategies—to help ease the transition and...

While recent years brought concrete wealth planning changes with the latest tax legislation, 2020 sees families and their advisors preparing for the unknown. U.S. presidential and congressional elections will unfold against a backdrop of equally impactful societal changes—including rising healthcare costs, evolving technology, increasingly gl...

If you are a global family and are considering an investment in the United States, you may have questions about the U.S. tax rules. Through a series of 10 key questions, answers are provided to help the non-U.S. individual investor better understand the U.S. tax system. Other takeaways, including reporting obligations and privacy concerns, may help...

Holistic financial planning is critical to family wealth management, and balancing financial and family issues is at the center of the process. Today’s Family Office requires highly skilled professionals to address changing tax policies, longer lifespans, and increasingly complex ownership structures and financial instruments. In partnership ...

On June 21, 2019, the Supreme Court of the United States issued a unanimous opinion finding that North Carolina’s imposition of an income tax on trusts based solely on the residence of a trust’s beneficiaries is unconstitutional. While Kaestner 1992 Family Trust presents an obvious win for taxpayers, its application beyond the state of ...