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The increasing prevalence of identity theft means the ultra-wealthy need to be on their guard against this risk. Fortunately, these individuals can avail themselves of a number of resources and take some practical measures to protect themselves. This helpful paper from Century Wealth Management provides guidance.

Researchers for AIG Investments explore the challenges of estimating future private equity exposure and address central questions commonly faced by new and experienced private equity investors alike. They conclude that private equity investors need to give as much consideration to a strategic commitment plan to achieve allocation targets as they do to setting the targets themselves.

Although estate tax laws may be uncertain, now is the time to review estate planning documents. This report from Schiff Hardin suggests tax-reduction strategies; defines required minimum distributions from retirement accounts; details developments in tax-related state law in California, Florida, Illinois and New York; and provides information on making tax-free gifts to children and grandchildren.

This helpful paper from Century Wealth Management presents seven essential steps that will help business-owning families implement a thoughtful system of governance so their businesses can survive and thrive from generation to generation.

The financial crisis has altered the investment landscape for investment managers as well as for investors. This paper from BNY Mellon looks at the results, such as increased regulatory oversight and demands for greater transparency.

Individuals and businesses can control rising insurance costs only by being proactive and aggressive. This article from Rothstein Kass offers guidance in assessing directors and officers insurance, professional and management liability; key property and liability insurance issues; workers compensation, employee health benefits; and disability and business overhead insurance.

Treasury Inflation Protected Securities, or TIPS, offer additional portfolio diversification, provide a hedge against inflation and help preserve capital, according to this paper from State Street Global Advisors. The authors explain the benefits of TIPS indexing, looking at manager returns over a three-year period.

Inside every long-term investor is a short- and medium-term investor who recognizes the need for short-term liquidity and whose total portfolio consists of varied sub-portfolios. BNY Mellon explores the concept of multi-horizon investing in detail, focusing on the concept of sub-portfolios with different objectives, expected returns and liquidity constraints.

Gifting may be the place to start in planning a long-term estate planning strategy, according to this paper from Wells Fargo. While gifting can be useful in transferring tax savings, it also can provide a real-time snapshot of the estate plan by allowing the giver to see how beneficiaries accept and respond to the gifts and then to change the estate plan in response.

While last year's liquidity crisis has largely been resolved, longer-range liquidity problems remain, particularly for institutions with significant net spending outflows. This paper from Morgan Stanley provides simulations to show investors how an allocation to illiquid assets may evolve over time.