Business owners and managers are looking to get rid of operational bottlenecks caused by outdated methods of storing and retrieving documents.
This article addresses some of the most important legal and tax issues the real property professional needs to know when representing foreign investors in the United States, as every aspect of involvement is different from those of a domestic purchaser.
Wealthy individuals need to play an active role in their wealth management, asking advisors the right questions and reviewing their answers regularly. This requires a solid understanding of wealth management principles and how to apply them in a variety of areas, ranging from personal tax planning to the transfer of a business.
Regardless of the project scope, knowing the parties and defining parameters are essential to a successful relationship. Investors and developers alike should do their homework, protect themselves and have confidence in the structure of the deal.
This paper is a technical summary of some of the challenges facing the U.S. nonprofit museum community in regard to risk management of art ownership. It includes a summary of key events that has shaped the art market over the last 50 years as well as consideration of the effects of Sarbanes-Oxley and issues surrounding D&O insurance, where museums and art trustees are not typically protected against art market legal title risk.
Wealth management firms are beginning to understand the value of their data, the efforts required to maintain it and the importance of managing and storing data accurately. This white paper looks at why data aggregation has become so important and dives into the various risks and rewards associated with different data aggregation options.
Leslie Voth, President and Chief Executive Officer of Pitcairn comments on how to nurture the next generation of advisory and relationship talent within your office, and proactively manage transitions in the office.
Families that marry the strength of individualism with a more inclusive, long-term mindset can capture the best of both worlds. They can improve on a traditional foundation with diversified business interests and strategically populate affiliated ventures with members of the extended family.
This paper answers frequently asked questions on how health care reform will affect companies with more than 50 employees. The report includes sections on options available to employers, penalties for non-compliance and the industries impacted the most.
Identity theft is now the fastest-growing financial crime, according to Thomson Reuters. Some 8.1 million people or 3.5 percent of the U.S. population were victims of identity theft last year. This paper outlines best practices to help safeguard your assets.