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Attracting and retaining talent was a significant problem for many organizations before the COVID-19 pandemic, and it continues to be a major issue across most industries. While the pandemic complicated matters, business leaders should look at the talent challenge as an opportunity to reposition itself and take the necessary steps—including l...

Employing service providers in your home carries considerable risk. If not handled with extreme care, the process of hiring, termination, and managing day-to-day responsibilities can create liability—and even result in claims of discrimination and retaliation by the employee. This report provides a snapshot of an increasingly complex employment lan...

Russia has long been designated as a technologically hostile nation. In the leadup to the conflict with Ukraine, Russia launched unprecedented, but predictable, cyber warfare operations against the Ukrainian government and civilian infrastructure. With the situation on high alert and Russia’s aggressive cyber attacks that go beyond Ukraine, a...

During the Great Resignation, retaining talent has become a big challenge for many employers who know that losing talent can be costly and high-performing employees are difficult to replace. While employees may leave if they are underpaid relative to the market, it is rarely the sole reason for leaving an employer. As companies think about ret...

Successful strategic growth planning occurs when a company identifies opportunities for growth and then focuses its organization to be efficient and effective in the pursuit of those opportunities. Having proper preparation and governance is key to reach and sustain that success. This e-book will help jump start a company’s move towards that journe...

Facing more frequent and intense cyber threats, it’s vital that businesses are prepared for the attacks. In this episode of Marsh’s Risk in Context podcast, learn how organizations can build effective cyber incident and ransomware management plans and the actions they can take before, during, and after an attack. An important piece of y...

The Family Office 5.0 model is changing how advisors deliver services. Strategic partnerships can help family office service providers better focus on delivering core value-added offerings. A roadmap toward that goal will help you meet the evolving needs of family offices and provide best-in-class services.

With the passage of time, the fear-based approach of Wealth 2.0 has evolved to a more positive, strengths-based paradigm. This new approach—the Wealth 3.0—is a call to action for greater professionalism and rigor by the diverse practitioners of family wealth advising. Dr. James Grubman, Dr. Dennis T. Jaffe, and Kristin Keffeler illuminate what need...

Your organization’s people strategy should align with your business strategy, and every people-related initiative should result in something that your customers value. Knowing how to find the right people and get them to want to work for you and stay is the secret to competitive advantage. Leverage your human capital and take advantage of the...

People, by nature, are born to judge and make judgments about others as well as themselves. Understanding each other through Real Colors® and knowing what makes each other tick regardless of, and separate from, each person’s relationship with the family of wealth or the family business, is eye opening for families. Real Colors® is a &...

For families of wealth, especially those with a goal of long-term wealth preservation, the potential value of Real Colors® is multidimensional. It offers a language of understanding that aims to improve communication, problem-solving, and decision-making. It may also provide insight into making asset allocation decisions to help maximize the family...

Family governance need not be an oxymoron. A conscious family governance system can help create an efficient and rewarding means of ensuring the family enterprise’s viability for generations to come. Therefore, any family enterprise that seeks to maintain and grow its wealth—financial, human, social, and intellectual—should consider creating a...

The holidays are approaching and to make it a more relaxed and enjoyable season, it helps to plan in advance and know the best practices for holiday planning, entertaining, gift giving, entertaining, and decorating.

The wealth management industry is constantly reinventing itself, and with every passing year, firms continue to push software vendors to deliver features and functionality that not only enhance their existing solution but offer an unparalleled experience. It is often difficult to know which innovations are relevant and which are not. Having a guide...

Purchasing a wealth management technology solution is a significant business decision for your firm. You have likely been tasked with sourcing a platform that meets the needs of your principals, your team and your stakeholders. The solution should support your internal accounting, investment management and reporting functions while streamlining you...