Going to college is a major milestone—and for many members of the sandwich generation, it’s important to know how to get ready for that big moment, both from a financial and emotional perspective. Learn more about the College Planning topic in this episode of Invested: Advancing Women in Work and Wealth.
It’s not easy to plan for the unexpected while also caring for your family and taking care of yourself. In this episode of Invested: Advancing Women in Work and Wealth, meet Samantha Russell, Chief Evangelist at FMG and Linda Grant-Smith, Wealth Strategist at Baird, about their personal and professional experiences with caregiving. Both share their individual stories and share their advice on how women can prepare for a range of caregiving roles and family life stages, including prenuptials, parenting and childcare, and end-of-life planning.
When selecting a structure for your venture investments, there are key factors for family offices to consider, including having discussions to understand the objectives of the investment and the circumstances of potential investors.
Being an entrepreneur provides the opportunity to express your creativity and values through the work you do and to have ownership over every stage of that process. It also means honing an almost superhuman ability to keep track of every stage of operations, business goals, and business needs, while also trying to live your purpose. As such, it is especially important to take time to understand what your goals are and how you want your business to express itself in the world.
Join renowned neuroscientist and author Lisa Genova, and William Blair’s head of Private Wealth Management, Ryan DeVore, as they explore preventative steps people can take to maintain brain health and navigate the challenges of Alzheimer’s and Dementia.
Pressure is building for professional services firms to tackle industry trends head-on, including M&A strategy, technology adoption, tax considerations, and succession planning. Some are also rethinking fee structures and commoditizing service lines; others are restructuring their partnership agreements and expanding their global reach as part of improving their client experience and meeting expectations. Instead of simply reacting to megatrends, competitive organizations and future-focused firms are making changes.
Understanding the nuances between retirement plans can be challenging. This Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.
In an uncertain economic environment, what can family offices do to bridge M&A valuation gaps with sellers? In this 10-minute interview with Brian Lucareli, Director of Foley Private Client Services and Arthur Vorbrodt, Co-chair of the Family Offices group, learn about the pros and cons of utilizing rollover equity, earnout payments, and/or a combination thereof, and how a family office may utilize these contingent consideration mechanics, as tools to bridge M&A transaction valuation gaps with sellers.
By most measures, the start of the first quarter of 2025 painted a picture of positive economic momentum and optimism in the U.S. Growth remained solid. Unemployment hovered near 60-year lows. Real wages were rising. Corporate earnings were on track for double-digit growth. And then it turned from optimism to uncertainty to sheer panic with the Trump administration surprising markets with a sweeping set of tariffs. By quarter’s end, the tariffs have ignited fears of global trade war, surging inflation, and a material growth slowdown.
Effectively transitioning a business to the next generation of owners through a business succession plan that incorporates estate tax planning will result in the most value being retained by the owners and their families. Whether the business is entirely family owned or has unrelated owners, each scenario comes with its own complications but with considerable overlap in planning opportunities.