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Family offices have gone through a number of transformative changes, with COVID accelerating the impact of technology on every level. In this webcast, learn how family offices can take a holistic approach to building a technology ecosystem. Key topics discussed include:integrating technology into your family office;how to leverage technology to enhance opportunities for growth;how to take a holistic view of your office’s data; andensuring your family office is effectively utilizing technology.

Beginning with the story of an older brother receiving a credit card to purchase a bike, his sister sets out to learn more about the basics of borrowing. She has seen her parents use credit cards, but the truth was, she didn't really know much about them. Through questions and examples, she explains how it works.

Buying local isn’t always the best strategy when investing in stocks. Here are three compelling reasons to consider investing beyond your home-country bias, which can have lasting negative impact on portfolios.

Layered beneath the difficulties of adapting to the challenges of the COVID environment, there are opportunities for family offices to capitalize on growth that line the path to sustained success. In this e-book of insights, learn how to help your family office move through the pandemic and thrive—from investment analysis and tax strategies to risk management and operational insights.

In recent years, global equities had slightly outpaced market forecasts for lower equity returns. Then the COVID-19 pandemic hit the global economy, putting an end to the 10-year bull market. Equity markets have started to recover, but the pandemic introduced and exacerbated challenges that are expected to subdue financial market returns over the next five years. Looking ahead, six key themes have emerged. They also identify the trends we see affecting the markets and economy.

With the distinct possibility that the U.S. election can result in tax law changes, it’s time to reinforce a golden opportunity for tax and estate planning. In an environment of temporary high gift exemptions and other favorable conditions, it’s an ideal time to consider three strategies that can take advantage of them through various trust vehicles that includes gifts to grantor trusts, installment sales to dynasty trusts, and transferring assets to grantor retained annuity trusts (GRATS) and charitable lead annuity trusts (CLATS).

The concept of equity hedging is straightforward, but structuring and implementing equity hedging programs can be rather involved. The challenge lies in determining how to structure a hedge to achieve the desired investment objectives. This paper raises awareness of some of the questions that investors should address when looking into their hedging goals.

There is no avoiding the subject: COVID-19 has made it a tough period for many U.S. businesses. While a few sectors have benefitted from the pandemic, the vast majority are considering taking on additional debt or equity, selling off portions of the business, liquidating the business altogether, or declaring bankruptcy. This high-level overview provides business owners with some of the key topics and restructuring strategies they should be aware of.

“History never looks like history when you are living through it.” (John W. Gardner) ... Future histories of the 2020 COVID-19 pandemic will draw heavily on the stories we preserve now. From social distancing to virtual classrooms to Zoom fatigue, every day tests our resilience and resourcefulness—much as World War II and the Great Depression tested our parents, grandparents, and great-grandparents.

Ahead of the U.S. presidential election, the Biden campaign has put forward four main tax policy changes worth analyzing, all of which involve an increase in taxes. What will it mean for portfolios and will it alter investors' decisions?