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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...

As anticipated at the onset of the COVID-19 pandemic, there has been a significant uptick in cyber fraud. Cyber criminals are opportunistic and taking advantage of companies at their most vulnerable. This is a result of unique risk factors that have been heightened with the rapid shift to remote working arrangements. In this webinar with accom...

COVID-19 tested the resilience, creativity and crisis management skills of organizations, governments, and families around the world. As you reflect on the impact of the pandemic on your family from a historical perspective with your own family history in mind, this guide offers tips on how to collect, preserve, and share the memories and lessons l...

Finding professional service providers—including lawyers and certified accountants—can be difficult. Challenges include working with excessive complexity, conflicts of interest, and dramatic changes within the legal and accounting business model. But there are ways to address the challenges and make the most of your professional relatio...

Many wealth management clients often want to know how to prevent their children from becoming entitled. Specifically, they’re concerned that their children will rely on family wealth instead of forging their own paths to success and will lack an understanding of money beyond how to spend it. Moreover, parents may inadvertently seed entitlement in t...

In practice it can be challenging to find an advisor who is truly independent and has your best interest at heart. As part of your due diligence and investment advisor selection and oversight process, it’s a good starting point to check if the advisor has a Code of Ethics—one that underscore the importance of avoiding activities, interests, and rel...

As with any important undertaking, the first steps are critical. Nowhere is this truer than when building a second home. Failing to make the right moves early often spells disaster. You can avoid the headaches and build the home of your dreams more easily than you might think. Follow the five essential steps—including assembling the right tea...

When evaluating and trying to find the right insurance advisor or company, it helps to have a map outlining the RFP process and a checklist of best practices. Learn where to start in your search and avoid getting the wrong results.

As family offices and businesses prepare for a return to work in the post-COVID-19 environment, they face complicated decisions when trying to plan for a safe workplace. This medical intelligence report provides an overview on COVID-19 to help facilitate thoughtful discussions and a better understanding of official recommendations. It also inc...

As states, localities, and health officials begin to set parameters around reopening businesses, bringing your people back onsite successfully won’t be as simple as flipping a switch. Every company is unique. But each company faces the same concerns: where to begin, how to keep people protected, when to communicate, and what’s the right...

Returning to work in the midst of the COVID-19 crisis presents employers with unprecedented workplace and employee relations challenges. As the Southern states move ahead with phased plans to reopen, it is important to have the right strategy in place for employee safety, absence management and risk mitigation. The HUB Risk Services team discusses ...

The EEOC issued updated FAQs on various issues involving the Americans with Disabilities Act (ADA), such as confidentiality of COVID-19 medical information, reasonable accommodation requests, hiring, harassment, and layoffs or furloughs. The U.S. Labor Department’s Occupational Safety and Health Division (OSHA) has also updated their guidance...

Subtitle C of the Coronavirus Aid, Relief, and Economic Security (CARES) Act amends certain provisions in the Emergency Family and Medical Leave Expansion Act and the Families First Coronavirus Response Act. A brief summary of four key provisions that employers need to know includes: paid leave for rehired employees; advance refunding of credits; s...

The U.S. Department of Labor (DOL) published its Final Rule on the paid sick leave and family leave requirements of the Families First Coronavirus Response Act (FFCRA). The Final Rule supplements and clarifies the multiple FFCRA Q&A publications the DOL has issued. A review of the key provisions is provided, including how the family leave provi...