Resource Search

Cybercriminals are increasingly targeting midmarket companies and startups in hopes of easy access. The cost to a business can be high, ranging from financial loss to reputational damage.

The dollar is worth significantly more now than a few months ago. Relative to the currencies of major trading partners, the dollar has surged nearly 6 percent since summer.

The start of the 21st century saw the emergence of a global industry of family office and family wealth practitioners. Undoubtedly, this industry existed in previous centuries, but never on the global scale of recent times.

The Internal Revenue Service has issued long-anticipated final Treasury Regulations delineating which expenses of an estate or a non-grantor trust are not subject to the 2% floor on miscellaneous itemized deductions.

This study describes both short-term and long-term expectations for population growth and trends, and the impact these macro-factors will have on the global economy and the resulting investment implications.

Creating a well-diversified portfolio of stocks or bonds (or whatever financial assets or vehicles seem appealing and fit a client’s profile) is certainly a viable option and one that may dampen volatility and could prevent any one bad idea from having an outsized impact on a portfolio. Alas, this decision is not without tradeoffs. Diversified portfolios, especially ones that effectively act as expensive closet indexes, doom an investor to pedestrian outcomes/returns.

Business brokerage services are critically important to the liquidity of small business ownership, business growth, and related jobs preservation and creation. Baby boomers are faced with the prospects of either selling or closing their businesses to retire. Small business owners need and rely upon the professional services of merger and acquisition intermediaries, advisors, and business brokers (together, “M&A brokers”) to advise about and assist with the sale of privately owned businesses.

Families of significant wealth rightfully expect their attorneys, investment professionals and CPAs to be among the best, the brightest and the most effective. It’s time they expect the same from their banker. Banking has lagged the industry in evolution and innovation and is understandably seen as a commodity.

Over the past several years, investors have experienced a challenging investment environment. We believe a key element in building a sustainable investment strategy is to “invest with purpose” and the first step in doing so is to understand exactly what each investor is trying to achieve with their wealth. This paper highlights and delves into GenSpring’s unique goals-based investing process which we believe can provide investors with the foundation to build a disciplined long-term strategy that can be maintained under a variety of market conditions.

We’re in the early stages of what stands to be an extended business cycle. We’re calling the cycle the era of innovation, and it has some definite characteristics. We’re seeing aggressive technological advancement, a manufacturing renaissance, easier access to liquidity and cash-rich entities spanning the globe, supply-demand mismatches in key industries, and lower barriers for entry for startups. Major advances are underway in areas like robotics, 3D printing, cloud computing, big data, mobile payment systems, medical technologies, energy and many others.