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Rising global rates, a strong U.S. dollar, and tightening liquidity conditions have weighed on sentiment in emerging markets (EMs). But EMs may be regaining their footing as easier monetary conditions could drive growth in 2024 for both equities and debt alike. Any recovery, however, is unlikely to be uniform. As a new cycle unfolds, we expect the heterogeneous dynamics and secular trends that drove performance in 2023 to continue to shape market terrain in 2024.

Experience has shown that many families of wealth unwittingly outgrow their coverage and can be severely under-protected. To help assess the insurance choices available, there are factors to consider when evaluating an insurance advisor and uncovering the right insurance resource.

Every state has its own set of rules for assessing income tax against a trust. In some situations, a trust might be required to file tax returns in three or more separate states. Recently, the U.S. Supreme Court decided a case that addresses how a state may tax a particular trust. We take a closer look at that decision and how it impacts state taxation of trusts—and possibly you. With careful thought, and the assistance of counsel, there are opportunities and tools available to draft trusts that can minimize, if not eliminate, state trust taxation.

In a perfect world, parents would have a well-thought-out plan for wealth transfer, explain their intentions, and help their heirs learn their roles and responsibilities. But life doesn’t always unfold in an orderly way to provide such a roadmap. Sometimes, inheritors may need to step in to play a more active role so they can empower themselves with the knowledge and tools necessary to make the best decisions for themselves and their family’s legacy.

As family offices grow increasingly complex and manage larger and more varied assets, they are becoming prime targets for a variety of security threats. From this report, learn what family offices can do to protect against the risks, including cybersecurity breaches, theft schemes, and fraud perpetuated by unvetted 'insiders' of the firm.

This guide is designed to introduce you to the world of thoughtful, effective philanthropy. It’s a roadmap for donors—individuals, couples, families, or groups. It offers an overview of issues that philanthropists may want to consider as they create their own giving strategies. And like any good planning tool, this guide presents a series of questions with options—not a set of answers—to create not only a strategic framework, but an outline of how to operate your giving plan.

In a time of increasing social and economic challenges, this guide offers both emerging and established donors a look at important questions and issues faced. Even the most seasoned philanthropists need to pause, reflect, and ensure that their giving strategies reflect the seismic shifts around the world. No matter your issue, no matter your method—be it through public-private partnerships, impact investing, coalitions, collaboration, or more traditional philanthropy models—there are opportunities to realign your resources with what is needed in today’s environment.

Both new and experienced donors have become far more thoughtful about the time frame of their giving. And setting a use-by date for philanthropy has become a common consideration. Effective giving usually relies not just on how to decide to give, but for how long. All of which begs another question: How long should your family foundation or giving program last? This guide discusses some of the main ways to evaluate and set a time horizon for giving. Written for established and emerging philanthropists, it looks at four main options, including giving while living.

When it comes to trust mapping or developing an estate distribution summary for a family, it is critical to align the family’s expectations with the level of overview they want to see. A list of best practices, an example of a simplified estate distribution summary, and a detailed trust map are provided as guidance. The goal is to have a one-page picture that gives as much information as is needed for a review of what is currently in place, or for a meeting to discuss what future planning makes sense to consider.

Taking a risk assessment is a crucial part in developing a business continuity plan. In this podcast, learn more about the critical activities that can help your business continue the normal, day-to-day functions when a crisis hits. An IT Business Continuity Checklist is also provided to help you assess your company’s remote work capabilities.