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Building and managing a portfolio is a continual process that involves numerous decisions. But none of those decisions is more important than how to allocate your wealth across different asset classes. By developing and implementing an asset allocation strategy that fits your particular goals and situation, you can achieve meaningful diversification and take more control of your financial plan.

Employing service providers in your home carries considerable risk. If not handled with extreme care, the process of hiring, termination, and managing day-to-day responsibilities can create liability—and even result in claims of discrimination and retaliation by the employee. This report provides a snapshot of an increasingly complex employment landscape, including laws and trends that are critical to not only protect you and your employees, but create a safer and happier work environment for all parties.

ESG factors can be hard to quantify in frontier markets, but a quantitative approach with a qualitative overlay may help uncover attractive opportunities. For the transcript of this video, select the Download option.

Many investors think frontier markets are too risky, but strategically overweighting these markets in an emerging markets debt portfolio could offer higher return potential. For the transcript of this video, select the Download option.

Many newly wealthy families can credit their expanded fortunes to a major liquidity event, most frequently the sale of a business. For many in this group, recently acquired wealth creates a host of new and, sometimes unexpected, challenges. While the challenges will vary from family to family, the members of this group share some common needs. In this piece, we look at what those needs are and how they might be addressed when creating a comprehensive financial plan.

It's no secret that cryptocurrency markets and the larger digital assets economy have been roiled by recent instability, resulting in discussions about how regulatory initiatives, rising inflationary pressure, and public adoption trends will affect industry participants long term. To help navigate this challenging environment, a collection of relevant thought leadership is provided as a single publication designed to inform and guide your decision-making. This collection includes articles, white papers, and checklists on the following topics:

Artificial Intelligence (AI) systems are poised to drastically alter the way businesses and governments operate on a global scale, with significant regulations already under way. To avoid overburdening businesses with the compliance requirements that aim to maintain the accountability, transparency, and fairness of AI, it is important for regulators to ensure that stakeholders may still leverage AI technologies’ great benefits in a cost-effective manner.

Taking on the role of a direct household employer can be complicated—even for households with a single employee. This guide includes best practices for navigating the complex environment of household employment and provides practical advice on how to avoid the legal, financial, and reputational consequences associated with non-compliant employment.

Wealthy families embark on a voyage of important mile markers, as well as inevitable excursions and pleasant surprises. No two journeys are alike, but this insurance road map can inform you of lurking hazards, help you and your family avoid them, and get you to your destination safe and sound.

No matter if a family enterprise is establishing an Advisory Board, Fiduciary Board, or Owners Board, considerations must include the roles that family members might play and how best to prepare them for service. As a fourth-generation Pitcairn family member and family governance leader within a pioneering multi-family office, Andrew Pitcairn shares key strategies to bring the next generation of family leadership up to speed on Board service.