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A vaccinated and protected workforce will be the key to ending the pandemic and emerging from the COVID crisis. Employers are uniquely positioned, if not charged with, leading this effort, but a myriad of legal pitfalls must be considered. In this webinar, we explore the following legal and practical issues for employers:mandatory vaccinationsvacci...

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...

Ransomware is a dynamically evolving risk, impacting organizations around the world with rapidly increasing loss frequency and severity. The insights on this risk are intended to focus conversations around loss preparation and risk management, and help guide well-informed cybersecurity investments.

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...

As family offices consider their tax planning strategy, it is important for their tax attorneys, financial executives, and legal team to conduct an analysis of the Biden Administration’s Tax Proposal. This guide and in-depth review, which includes an overview of the proposals impacting high-income taxpayers, will help you prepare for the chan...

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...

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...

Before a hurricane or storm hits, plan in advance by having an evacuation “Grab and Go” checklist, with special considerations made for children, infants, and pets. Continue to follow all evacuation orders and allow for enough time to pack and inform family and friends if you need to leave your home.

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...

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...

Individual employees can be an organization’s most valuable asset or their most significant risk. While each company and family offices will have different challenges and needs, there are best practices that can be implemented to ensure employees are properly recruited, vetted, hired, retained, and terminated. By taking the necessary steps, y...