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Thought leaders and practitioners discuss key investment risks and opportunities through a social equity lens, and are joined by Judy Belk, president and CEO of The California Wellness Foundation, for a fireside chat on how the foundation is addressing social equity issues holistically through both grant-making and investment approaches.

In a rapidly evolving virtual world, many family offices are revising or creating document retention practices to make sure they have secure access to critical personnel and family financial records. Through a series of FAQs and a checklist of what documents to retain, you can ensure that you have an up-to-date document retention policy as part of your document management process that will help mitigate concerns over data security and loss of key information.

The unique market environment which we are calling "Post-Monetary Era" presents many challenges for investors, suggesting that investors should focus on defining, quantifying, and prioritizing their goals in order to maximize their probabilty of financial success. This podcast suggests that investors view their goals as "self-imposed liabilities" and organize their investment portfolios accordingly to fund those.

Individual investments in your portfolios may be viewed as “bundle" of different risks: term risk, default risk, equity risk, alpha risk, illiquidity risk, and leverage risk. Some investments—such as the 30-Year U.S. Treasury Bond—carry only a single type of risk (term risk), while more complex investments or fund vehicles such as venture capital funds may embed multiple types of risk (term, equity, alpha, illiquidity).

As the clock winds down on the U.S. election, many investors are interested in how a Biden administration would impact their taxes—particularly whether it’s more beneficial to realize gains today (pay now) or continue to defer gains into the future (pay later). It’s a big tax management decision for investors and advisors. We take a look at the implications of each choice.

Election Day in the U.S. has the potential to surprise in many aspects, and this year’s election outcome will have a profound impact on equity valuations—or at least that’s what the market appears to be telling the investors. With this year’s referendum likely to result in valuation changes, the attention turns to the question of how much.

A slow economic recovery will continue, as governments and central banks search for the right policy mix amid the COVID-19 crisis. The policy will implicitly aim to manage many financial markets, but such efforts will not stop volatility. Strategic asset allocation remains the best way to navigate a still very uncertain investment environment.

Over the past decade, the popularity and use of donor-advised funds, or DAFs as they are commonly known, have grown dramatically. In this Giving With Impact podcast, learn how nonprofits can leverage donor-advised funds to support their operation and maximize their fund-raising results.

Having become accustomed to the "new normal" of Quantitative Easing, ultra-low interest rates, and Fed-suppressed market volatility, investors must now learn to live with a "new, new normal" as the Federal Reserve's COVID-19 response reset market conditions and expectations. This podcasts describes seven important facts about the current market environment, all relevant to investment decision-making.

The COVID-19 pandemic has prompted all types of businesses to run a magnifying glass over their processes and infrastructure to ensure continuity and viability. For family offices, it is an opportunity for them to upgrade technological systems by adopting outsourcing and automation. Such advancements improve operational efficiencies, security, and long-term likelihood the family offices achieve its business and familial objectives across generations.