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A return to a “high” market warrants a full understanding of the nature of ownership (legal title) risks in the art industry and how art investment fund managers can mitigate these risks.

Life insurance policy owners should take heed as continued low interest rates result in lower investment returns credited to policies over time. This can be particularly troublesome for those who do not regularly review and benchmark their policy performance. This bulletin examines the impact of a low interest rate environment on insurers, the performance and management of in-force products, and pricing of new products.

In addition to the tax requirements, there are numerous labor laws that are unique to household employers. This white paper addresses the areas of greatest risk to household employers and provides general guidance on risk reduction.

Taking the time to consider security measures before a theft occurs can save a collector a great amount of frustration and expense. Here are seven key measures that can increase the security of fine art and collectibles for little cost.

While the outcome of many global issues remains uncertain, we believe the risk/reward equation favors taking well-calculated, above-average risk. Investor psychology can change at any moment. When the market returns its focus on individual company fundamentals, we expect significant alpha will be generated by portfolios that own high-quality companies with above-average beta.

Privately held companies are susceptible to a range of allegations brought by employees, customers, creditors, and government regulatory agencies. However, a comprehensive D&O insurance policy from a qualified insurer can absorb many of the risks to which managers and fiduciaries of private companies are exposed.

With incidents of Internet crime surpassing 300,000 annually and continuing to grow, computer users are wise to watch for the warning signs that their computers are being hacked and to be proactive in protecting themselves. This article provides best practices for preventing security breaches as well as a checklist to help maintain your personal security.

With the right combination of proven technology, built-in controls, and informed human judgment, family offices can implement a risk management framework essential for meeting the wealth preservation and performance needs of families made wary by the 2008-2009 financial crisis.

Investors and advisors focused on wealth growth and preservation may see environment, social, and governance/socially responsible investing as taxing a portfolio's performance. This paper offers a framework with associated metrics for assessing ESG/SRI integration into the portfolio with the same rigor and discipline used in all other fiduciary decisions.

Philanthropically minded families are vulnerable to the misuse of the personal financial information contained in mandatory filings that become public. However, these families are not defenseless; by following the best practices in this paper, they can greatly reduce the likelihood of being victimized.