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Although the events of 2020 were unexpected and hard to prepare for, having conversations about processes, assessing risks, and learning to practice decision-making with your family can help when crisis strikes. On this episode of Tolleson Insights, Richard Joyner shares his observations and the lessons learned over the last 18 months from wor...

While insurance may not be top of mind as you go through life’s changes and challenges, it is a critical tool to help keep your family and assets safe. By minding your insurance gaps and working with a knowledgeable agent and reputable carrier in identifying your unique risks, you can assure your family has the protection it nee...

On the path back to growth, organizations are placing the customer experience (CX) at the top of their lists of digital priorities, beating out operational efficiencies by the slimmest of margins. As the balance of interactions between businesses and customers skews more digital and mobile in a post-COVID world, organizations will do well to i...

In this episode, two industry experts share their thoughts and practical guidance on directors and officers insurance (D&O), covering the fundamentals of the protections that A-B-C D&O insurance coverage provides and the three topics that D&O insurers are focused on right now: event-driven litigation such as cyber breaches; ...

In this podcast episode, learn more about the latest updates on mandatory vaccine and mask policies, new action to ban non-compete agreements, a big free speech decision, New York regulatory updates, and a proposed wage and hour rule.

Things are new, not normal. As the pandemic recedes, businesses are not headed into a familiar past. Nearly two-thirds of CFOs are worried that talent shortages could impair their ability to meet short-term strategies. A similar percentage are worried about controlling compensation and benefits cost. Addressing this tension and other pressing prior...

Today’s environment is perfect for high net worth individuals and families to maximize flexibility, minimize taxation, and execute their desired plan. But given the current economic and political climate, the outsized benefits available today may not be available tomorrow. That is why it is critical to execute your plan now.

Often, families execute wealth transfer planning strategies without fully considering what wealth and family legacy means to them—particularly the importance of defining and sharing their associated social, economic, and philanthropic values. In this interview, two advisors examine the value of family education and the critical role advisors play i...

When a catastrophic event occurs and total loss and devastation ensues, the reality is that people may decide not to rebuild, and in some cases abandon their ‘property.’ While the choice remains with the owner of the property as to whether or not to repair, there are conditions within your insurance policy that you need to consider.

Climate change is impacting affluent homeowners in the form of insurance premium hikes and non-renewals. Learn how to safeguard your property and lifestyle with the right coverage.

To advise more effectively, financial advisors to the rich seek to develop a profound understanding of their clients’ attitudes toward money and life. But there is so much more than the amount of a client’s assets that can affect his or her attitudes, goals, and tolerance for risk. In this full research report and through the lens of ri...

Emerging from the shadows is the increasing number of women in the workforce, and it marks one of the most significant changes in economies throughout the world in the last 40 years. This report—the second in a series of four on family business succession—takes an up-close look at the demographic shifts that are changing the role of women in f...

Family offices can be complex, requiring forward thinking and collaboration on a variety of initiatives. Learn more about family office market trends that may impact your organization and key considerations to help you plan your strategy.

Whether you’ve worked with ultra-high-net-worth clients for years or are just starting to grow that business, you know that these families and individuals are typically very private and prefer to deal exclusively with trusted advisors. When considering the right independent insurance agents or brokers, there are six things to keep in mind when maki...

With so many potential tax changes ahead, it's time to make sure you're checking all the boxes on things you can do to protect your wealth. Now is the time to ensure your wealth plan reflects any changes in your circumstances or goals, the economic landscape, and the current tax environment. Review this checklist for potential strategies to...