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This is a report about people, their financial stress, and possible solutions to relieve that stress. Although the global mass market is used as an example throughout this report, the core messages and approaches apply across all of financial services. Anywhere customers are served, customer value gaps can emerge and better solutions can be crafted...

When a family member is diagnosed with a memory disorder like Alzheimer's, it can be confusing and frustrating. With the right preparation and care, family offices and household staff can provide invaluable assistance and information to the families on what to expect and how to cope from the early stages to the end stages of dementia.

The number and scope of women-owned businesses have risen at an unprecedented rate. In an era of new opportunities, this paper profiles eight courageous and resilient women who share their personal stories and the lessons they learned building successful businesses. One theme that emerged from these women’s stories was the critical role of mentorsh...

Innovation doesn’t happen in a straight line. A wide diversity of perspectives and experiences is needed to spark the new connections so critical to innovation. Organizations have the greatest chance for truly groundbreaking innovation when they tear down silos, cross boundaries and be intentional about learning from the unfamiliar, unknown a...

With the current volatility in the global economy and ongoing technological innovation and disruptions, gender diversity is more important than ever. Business leaders around the world recognize that gender diversity—one that is rooted in an inclusive culture—is a competitive differentiator with many advantages, including commercial succ...

Companies have been employing digital technology for years, but they are only now committing themselves to pursuing durable digital transformations. The shift signals a changed outlook from recent years, when digitization efforts tended to be more tactical than strategic. Companies invested in technological upgrades, remaking individual functions s...

The frequency and scope of cyberattacks are growing rapidly, with breaches becoming a significant threat to a business’s reputation and sustainability. No industry or business size is immune to a cyberattack, and small and midsize businesses typically face more acute risks. With cyberthreats evolving and becoming more prevalent, what can your...

Incentives that address the work environment, career development, and compensation are attractive, and they are being offered by a plurality of middle market companies to attract and retain a desired workforce in a tight labor market. But age can have a profound impact on the way incentives are viewed. Management will need to strike a balance betwe...

In a tight labor market, companies are offering a range of benefits and incentives to address the need for a qualified workforce comprised of Boomers, Gen Xers, and Millennials. But are companies striking a balance between the incentives they offer and those that potential employees value?

Successful families and individuals expect their financial advisors to address their complete financial picture, including protecting them from property and casualty risks. However, most financial advisors do not provide this support. This clear expectations gap is demonstrated in a survey of 200 successful families or individuals. Financial adviso...

Throughout their lives, many women will probably face a number of circumstances unique to their gender, and each with financial implications. When it comes to women and money, it is essential for them to find a trusted advisor who understands their distinct needs and to whom they can relate. By planning for the future, actively managing, growing, a...

While laws in the United States generally allow trust property to be protected from the creditors of beneficiaries, there has traditionally been an exception to these protections where property in a trust is derived from a beneficiary’s own contributions to the trust. In rejecting this traditional rule, some states have modernized their laws,...

Families of wealth and business-owning families face security risks in their everyday lives, where personal and business risks are often blended and are typically managed by different people and processes. This creates a gap in identifying risks and solutions that can be addressed through a holistic and collaborative risk management approach. With ...

In today’s hyperconnected world, news headlines are filled with stories about identity exposure, data breaches and other major threats to your personal information and financial assets. This guide provides best practices, resources, and actionable advice to help you protect yourself or recover from a cyberattack.

Many employers and family offices find performance reviews can be a challenging task. But with a new take—one that turns a performance review into a career conversation—it can become an opportunity to establish a healthy dialogue that provides space to exchange feedback, assess performance, and “take the temperature” of the ...