Resource Search

In a work environment where employees increasingly say they are burned out, this survey of 1,500 respondents shows that the most successful employers will be the ones who support their employees to alleviate the stressors consuming today’s workforce and challenging leaders. While the increase in burnout was a major finding, the survey also revealed other insights and notable findings that include the impact and importance of benefits and pay as the top two reasons to join a company and stay.

While business continuity planning and good crisis management are important, organizational resilience encompasses much more. An integrated approach to resilience provides organizations a competitive advantage over less-prepared peers, as well as the ability to adapt to constantly changing external circumstances. Organizations would be well-served to adopt a structured, disciplined resilience approach that accounts for situations in which multiple risk events interact.

For young adults, heading off to college often represents a major transition into adulthood and independence. One aspect of this transition is understanding the importance of financial well-being. By knowing the basics of personal finances and creating clear goals, students can set themselves up to succeed during and after their college years. Here are some tips—including building a credit history and organizing estate planning and other essential documents—for college students to consider.

Having to say goodbye to a loved one is never easy—and if you are authorized to make financial decisions on behalf of them, you may face even more challenges. Closing out someone’s personal, financial, and legal affairs while grieving their loss can be stressful, so consider using this checklist as a step-by-step guide to help stay on track.

Helping an elderly parent adjust to their changing needs and circumstances can be challenging for both parties. While parents are adapting to major lifestyle changes, their children are often relied on to help make important decisions about their care. To ease this potentially challenging transition, this checklist contains a series of topics you can discuss with your loved one.

At some point on your family journey and through the key life stages, you may take a step back and realize the wealth and legacy you’ve created are going to live on for generations. As you begin to reflect, you can look to the legacy and estate planning guide in this Digest as a starting point. You’ll also find helpful checklists, thoughtful questions, and perspectives to prepare for the generational transition—including how to talk with your heirs about their inheritance.

The family office industry is constantly evolving, and the family offices that embrace the changing dynamics continue to be successful in achieving their overall purpose. As in the first edition, this second edition of the Plante Moran Family Office Book provides timely and relevant insights to help family office professionals manage, operate, and evolve a best-in-class, forward-looking family office.

In today’s evolving U.S. and global tax environment, the tax implications of business decisions are not always intuitive. Integrating tax considerations throughout the decision-making process can help businesses unlock potential tax savings and efficiencies as well as identify and mitigate tax risks. Whether shifting supply chains, pursuing mergers and acquisitions, implementing sustainability initiatives, or adjusting workforce strategy—embracing a total tax mindset while modeling the tax impact of these decisions can lead to better outcomes that add value to your organization.

As an asset class, the frontier markets present unique opportunities and a diversification that is not very correlated with other risk asset classes such as equity. In this video, learn from William Blair & Company on why there is potential value in investing in frontier markets, both on a standalone basis or as part of a more diverse portfolio.

Since the disruption of COVID-19, organizations have had to navigate soaring inflation, a rapid increase in interest rates, and escalating global tensions that have destabilized supply chains. All around, there has been enormous pressure on organizations to adapt and move from one crisis to the next. It’s no longer an option to simply take shelter and wait for the storm to pass and rely on traditional approaches to risk management. Against this backdrop, companies have started to adapt an ‘antifragile’ approach to risk, one that seeks to find opportunities in crisis.