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Managing family wealth over the long-term requires careful thought and a well-structured estate plan. Before making specific decisions about what’s best for your wealth, it’s wise to spend time considering what it is you really want to see happen with it. There are steps you can take—including considering trust options—to help create a legacy plan that both reflects your values and incorporates tax-efficient ways to transfer your assets.

Even the most well-run, retirement plans can be the target of an excessive fee claim, which can cost millions of dollars to defend and/or settle. Being prepared and taking the necessary steps—including obtaining fiduciary liability insurance—can help reduce the claims, mitigate the exposure, and protect against potentially devastating loss of personal assets.

Real estate has always been a tax-advantaged investment class, especially in the U.S. where rules allow you to shelter income or cashflow through depreciable losses and other mechanisms. For the investors who want deeper insights into all aspects of their real estate investments, they see how technology is transforming their ability to evaluate their tax obligations and how it can even assist them in deciphering implications of a U.S. presidential election.

The stakes are high: climate change is creating an urgent need for a lower-carbon economy, and the Biden administration will face the daunting challenge of reigniting the U.S. economy in the wake of the pandemic, and energy may be a critical catalyst of that recovery. Dr. Daniel Yergin—a leading global authority on energy, economics and geopolitics, and Pulitzer Prize-winning author—talks about the future of energy, and how that future may shape innovation, international relations, and the economy in the years ahead.

Your employee benefits plan is likely one of your organization's largest expenses and one of your most important for attracting and retaining employees. To help you prepare for open enrollment season, this checklist will assist with your compliance obligations.

Technological innovations in bond trading rarely grab headlines, but advancements have substantially changed how business is conducted in the fixed income markets. When used as part of a comprehensive portfolio construction process, electronic trading helps improve efficiency, enhancing performance while reducing account minimums and expanding customization options. However, there’s still a major role for fixed income professionals in unlocking additional value for bond investors.

The combined effect of Biden’s tax proposals could alter behavior of the tax-aware investor. In examining the major tax provisions proposed under a Biden administration, the impact on equity tax management is clear. However, a divided or Republican-controlled Senate will make for a less orderly path from proposal to law.

The process of finding a charity and donating money seems simple. However, just like portfolio asset allocation, slightly different approaches can yield dramatically different results in your wealth management strategy. See how they change when looking at comparable after-tax benefits of three basic methods of charitable giving.

A combination of health, economic, and financial challenges has created a higher level of uncertainty than ever before—worse even than the 2008 global downturn. However, COVID-19 has created a wide range of opportunities for family offices to update their approaches to investment management, tax, and estate planning, and governance. Learn what the managers who serve ultra-high-net-worth families are recommending to move forward.