Organizations are better when they seek to understand and attract, retain, and grow top talent. They are also better when they have a culture that appreciates diverse perspectives and backgrounds, is fair and has equal and equitable opportunity for all. With a focus on racial understanding and the opportunity to foster diversity, equity, and inclusion, this Courageous Conversation Guide provides the framework and questions for you and your organization to hold your own courageous conversation.
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Manager selection is a critical component of success in any asset class, but particularly in private equity, where manager return dispersion is meaningfully wider than in public markets. Over time, the factors influencing private equity manager selection have become more complex. Investors should account for these changes but remain focused on key factors with a proven history of driving positive outcomes.
Inflation predictions are as challenging as ever, but current risks do appear skewed to the upside. Inflation specific hedges are available, but such tactical adjustments can prove costly (and not always effective). Over the last 40 plus years, equities have been a strong nominal performer even in periods of elevated inflation.
This handbook is designed to support families connected through wealth understand the importance and value of family meetings. It provides the concepts, tools, and resources with the intention of helping them optimize their family meetings and build towards a more cohesive, resilient, adaptive family.
The way individuals are approaching philanthropy has evolved in recent years, with philanthropists taking the very best of the corporate world and adding more rigor and measurement to how they give back to social causes, reprioritizing how and where they invest, and going beyond financial contributions to direct both time and talent to their philanthropic endeavors. Against this backdrop, the emergence of the disruptive philanthropists comes to the forefront in this report to help you maximize your philanthropic impact.
The crypto landscape is constantly shifting and blockchain’s real value is almost impossible to assess. Despite the skepticism and confusion, this might be one of the most intriguing social and financial experiments of our lifetime. We examine crypto through a venture capital investment lens where most of these endeavors will fail but a small number could be incredibly valuable and highly disruptive to traditional businesses.
As global interest in environmental, social, and governance (ESG) issues continues to grow, so does its importance to family offices. Key trends and insights outlined in this special report stand to influence family office decision-making in managing investment portfolios, due diligence, evaluations, tracking, and reporting. Stakeholders' increased focus on ESG will present immense business opportunities for organizations willing to adapt to the shifting priorities.
Governance is the critical framework for decision making and the command and control of the family office. There are several key pillars to the development of successful family office governance, one that will help establish a framework for a family seeking to thrive in its next chapter apart from its successful operating business.
Whether you’ve worked with ultra-high-net-worth clients for years or are just starting to grow that business, you know that these families and individuals are typically very private and prefer to deal exclusively with trusted advisors. When considering the right independent insurance agents or brokers, there are six things to keep in mind when making your decision.
Selecting the right investment vehicle often receives less attention than the other more known investment principles such as the value of diversification. Broadly speaking, investors can access four types of investment vehicles—including separately managed accounts—to avert making a wrong decision that can saddle a family with unexpected taxes, increased costs, or limited flexibility.