Thought Leader Series

When I was in third grade, my teacher brought in some maple tree saplings as part of a science lesson. We were shown two possible places to plant thes...

I recently had an amazing opportunity to spend a few days with 46 millennial clients who came to Silicon Valley for our Next Generation Program. Focus...

“To thine own self be true,” William Shakespeare famously wrote. The same could be said of organizations, many of which tirelessly work to ensur...

The U.S. Department of the Treasury plans to withdraw proposed regulations issued in August 2016 that would have narrowed or eliminated taxpayers’ abi...

Even highly responsible children can compound cyber risk to the entire household. They are more trusting than adults. They inadvertently engage with c...

In 360 B.C., the Greek philosopher Aristotle wrote of the distinction between simply giving away money and giving it away as part of a thoughtful proc...

Buying or selling real estate, especially your personal home, presents a unique set of fraud and cyber-security risks. Protect yourself by understandi...

Transitioning a family business to the next generation is one of the most important and toughest business decisions a family firm owner will ever make...

At first glance, the clothing company Patagonia, the cleaning products manufacturer Method, and the funding platform Kickstarter might seem radi...

After an unsolicited offer from a competitor, a family reflects on what they’ve built and the uncertain road ahead.The majority of family-owned busine...