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While today’s health, economic, and market concerns have created a challenging environment, there is a silver lining for wealth and estate planning opportunities. Compelling opportunities include gifting assets with depreciated value; using the low interest rate environment to your advantage through vehicles such as grantor retained annuity trusts, intrafamily loans, and sales to intentionally defective grantor trusts; converting a traditional individual retirement account (IRA) to a Roth IRA; and tax loss harvesting.

Some advisors are clamoring for managers to harvest any and all available tax losses in their clients’ accounts. But harvesting all the losses in a portfolio creates risk—risk that can cost far more than the transaction will benefit the client.

Can the municipal bond market overcome a liquidity shortage triggered by the COVID-19 pandemic? Find out which sectors carry the most risk of leading to a credit crisis.

Black swan events often come with high velocity and are slow to recover. Examples of black swan events include World War I, the rise of the internet, the dot com bubble, September 11, the 2008 financial crisis, and now COVID. While the catastrophic events are almost impossible to predict, the best way to get your business, family enterprise, or family office ready for the next one is with extreme preparation. Learn about the risks and strategies to prepare, respond, and adapt to a future Black Swan event. With sound risk management, you can emerge stronger and better equipped.

When developing a model coronavirus response plan, there are three areas family businesses and family offices should consider. In addition, it is important to have an FAQ communication for employees. A sample FAQ is provided, keeping in mind that each employer will have different answers to the questions asked based on its unique considerations and needs.

What started as a China-specific issue is spreading fast across the globe for one business after another. One estimate says organizations may lose up to $1.1 trillion before the COVID-19 tragedy ends. Korn Ferry experts believe leaders must rely on agility, transparency, and forward-thinking strategies throughout the crisis.View the video series to learn more about leading in a time of crisis:

Social distancing drives a great need for virtual work, including in the area of assessments. Until the advent of technology that enabled remote simulations, in-person leadership simulation assessments comprised of interviews, tests, and a variety of live interactive business simulations. In this report, two case studies highlight the robustness of executing leadership simulations virtually.

It’s easy to say that a calm and long-term approach to market volatility is the best one—but it’s not always easy to take that approach. Now is a good time to reflect on steps to take to make sure your portfolio stays healthy. Some of these steps may be painful, since its instinctual to avoid what is perceived to be a dangerous situation. However, history has demonstrated that the most painful investment decisions tend to be the most rewarding.

Will the municipal bond market survive unprecedented economic downturn amid a growing pandemic? Find out why muni credit ratings aren’t indicative of long-term creditworthiness.

Investing outside of one’s home country is a common and effective way to diversify a portfolio. Investors must make an important choice between using foreign ordinary shares or American Depository Receipts (ADRs) to achieve this diversification. Both security types share the same foreign company risk, but there are some key differences between the two. While there is much to consider before making the decision, there’s no wrong answer between the two types—only the best fit based on investor preferences and priorities.