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For many individuals, philanthropy is one of the more gratifying parts of estate planning. Adding in a multigenerational component—one that involves the family’s needs, interests, assets, and goals—can make it even more meaningful and compelling. With the focus on the family and through open channels of communication, philanthropy can be an excellent vehicle for transmitting family values and working together.

The current-hedging strategies have become increasingly popular as investors seek higher returns and diversification. But when the strategy is applied to emerging market portfolios, it is an entirely different ball game. If you are considering implementing the strategy, consider that it might not be worth playing due to the time and expense required.

In this episode, two experts in the philanthropic advisory space talk about their experiences working with family offices, the state of the industry, and what it might look like in a post-pandemic world. They discuss the importance of family members understanding where they want to go with their philanthropic efforts, being committed, and engaging the next generation. They also share best practices of successful philanthropic families and how families need strength, courage, wisdom, and good advice to succeed.

COVID-19 has altered the higher education landscape. With so many variables and questions at play, students and parents are exploring new ways of adapting to this sea of change. Experts in the field share their insights on higher education planning—including investing, funding, and preservation strategies—to help ease the transition and anxiety.

In this episode, two executive search professionals talk about the state of the family office industry during a pandemic and best practices in family office human capital management. They share their insights on compensation structures and the challenges that come with long-term incentive options, career paths for executives in the family office space, and the importance of family education and governance in ensuring a viable succession plan in a post COVID-19 environment.

As anticipated at the onset of the COVID-19 pandemic, there has been a significant uptick in cyber fraud. Cyber criminals are opportunistic and taking advantage of companies at their most vulnerable. This is a result of unique risk factors that have been heightened with the rapid shift to remote working arrangements. In this webinar with accompanying slides, we discuss the steps that can be taken to mitigate the cyber threats and protect your organization during and after the COVID-19 pandemic. Select the 'download file' to view the accompanying slides.

The recent wave of protests and civil unrest that has roiled the nation has, in some cases, led to dangerous conditions in major American cities. Damage to business offices, stores, and restaurants has been widespread. Unlike their recent experiences with COVID-19-related claims in which insurers issued blanket denials, business owners are likely to receive insurance reimbursements for losses sustained during the protests.

The COVID-19 pandemic reshaped many aspects of life in profound ways, including propelling families onto virtual platforms and social media to work, go to school, and stay connected. Future histories of this extraordinary period of change and resilience will draw heavily on the stories and values you preserve today and the days thereafter. This guide provides tips for families on ways to collect, archive, and share how their lives have been altered or upended during the pandemic. Looking forward and looking back, what will the memories be from your family history?

Grantor retained annuity trusts (GRATs) have been a popular and effective wealth transfer strategy for U.S. families in recent decades. This has been true across various market conditions because their potential upside is so high and downside so low—and GRATs are even more compelling at a time of market volatility. Yet despite their advantages, GRATs cannot achieve their full potential without careful analysis of multiple factors, including structuring and investment considerations.