"A surprising number of us who work with business organizations or professional service firms - in offices that are otherwise orderly - let emails just pile up in our inbox, sent folder and trash bin," says John F. Shonkwiler, a partner with Novack and Macey LLP. "Don't do this. It is not a smart business practice and, if your company becomes involved in litigation, it can cost an awful lot of money to sort through the mess.
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While subdued inflation and low bond yields have been key common features across major economies in the current growth recovery, the divergence in labour market dynamics has been striking. Whereas the rise in Euro area unemployment has barely been dented, the fall in US or UK unemployment has been faster than anticipated.
When families feud, nobody wins. What causes reasonable human beings to defy the advice of trusted advisors and lose sight of the costs of family fighting, not only in terms of money but vital family relationships and peace of mind?
Our Convergence thought leadership focuses on transformative technologies in the early 21st century. Insights and data shared demonstrate the significant impact these integrated technologies will have on virtually all industries and people worldwide for years to come.
This case study, coauthored by Pitcairn and Oakbrook Solutions, discusses the value proposition of data architecture to the Pitcairn family office. With many family offices striving to provide better quality client reporting experiences, this study will provide lessons learned and some insight on the value of client data and its stewardship and governance.
With more people investing more money in art and fine collectibles, whether for purely aesthetic or for strategic
The historic June 2013 Windsor decision clarified the financial and legal status of some legally married same-sex couples, while leaving others in an ambiguous status—legally married for purposes of federal law, but still considered single in many states. For those in a same-sex relationship or for families with children or grandchildren in a same-sex relationship, understanding the decision and its aftermath should ultimately help inform and refine family wealth transfer planning.
Many families have significant wealth tied up in the publicly traded shares of a single firm.
Throughout our history, investors have utilized a combination of both “active” and “passive” investment solutions to solve for client needs. This paper provides a perspective on the ongoing debate over the advantages and shortcomings of these vehicles and details the importance for each client to have the right mix in order to position them to achieve their goals and objectives.
Periods of economic boom and bust have been a fixture in academia. Many credit Arthur Burns and Wesley Mitchell for formulizing our present day construct of the business cycle in their 1946 book, Measuring Business Cycles. In most teachings, the economy is neatly categorized into trough and peak, expansion and contraction. The dates of such periods are set by The National Bureau of Economic Research (NBER), a non-profit, independent institution.