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Developed in collaboration with the World Economic Forum, this 18th edition of The Global Risks Report outlines the major risk issues and trends leaders like you will face in the coming years. This go-to resource provides detailed insights into the priorities and strategies of your peers—and gives you actionable steps to build resilience in th...

At the beginning of any new year, startup founders are faced with a choice: stay the course, grow, or sell. Before plotting your next move in this current market of soaring inflation and other headwinds, there are key factors to consider.

Despite the challenging economic headwinds and shockwaves of 2022 continuing to reverberate, there are silver linings for those who focus on planning for the long term. In looking ahead, we examine wealth planning strategies through the power of resilience from four different lenses: multigenerational families, business owners, women, and philanthr...

Regardless of the sector, nearly every healthcare organization has made significant investments in technology, as data and computing became essential in the healthcare setting during the COVID-19 pandemic. In addition to the pandemic, healthcare IT saw an uptick in M&A activity in certain sub-sectors. For those looking at potential investm...

2020 was a chaotic year for many industries and the COVID-19 pandemic created a host of challenges for providers in the home health and hospice space. For investors and business owners in that space, the year ended with robust M&A activity in the hospice sector while the home health M&A activity remained dormant. Looking at the trends and c...

Family Office Exchange CEO Sara Hamilton joined representatives of two successful multi-generational families to help illustrate best practices for taking a long-term view of family opportunities and challenges during this 2012 FOX Fall Forum session.Peter O’Neill, director of Rockefeller Financial and former chair of the Rockefeller Family Council...

Without the usual financial pressures of family wealth, how do you teach your children about money, work, and personal responsibility? Because the stakes are high at this point in your family journey, this article by NEPC recommends starting with the family fundamentals and a sense of purpose for the wealth. It further outlines a reliable 1-2-3 str...

For prominent and wealthy families, personal security and safety have always been a top concern. But too often, addressing family security comes after a triggering event. Having a proactive plan that views family security as part of a total risk management strategy will mitigate and reduce preventable crimes. The approach should include protecting ...

Estate planners and advisors will need to contemplate the political climate in an election year, particularly given certain political opposition to the extensive changes made by the Tax Cuts and Jobs Act of 2017. Key considerations and trends that provide planning opportunities in 2020 and beyond include strategies to utilize the increased federal ...

The COVID-19 crisis continues to disrupt everyday life. In response, the CARES Act of 2020 was signed into law in the U.S. to provide some relief. A summary of the key provisions in the CARES Act for individuals include delayed due dates for tax returns, enhanced charitable contributions, no required minimum distributions from IRAs and retirement p...

The CARES Act was signed into law on March 27, 2020. The Act provides relief to individuals and families in the form of direct payments, relaxed restrictions on retirement accounts and new guidelines on cash donations to public charities.

Through the evolution of the family journey, it’s clear that family structures have become more complex and estate planning needs to shift to a new model that focuses on multiple aspects of wealth. By adapting to the changes and taking a holistic approach that go beyond financial goals, this wealth planning magazine provides thoughtful insigh...

If the big picture includes ensuring a retirement income stream and passing assets to loved ones, it’s crucial to understand the effects of income and estate tax laws. Integrated, long-term planning is important and should be done well in advance.

The vitality and longevity of a mature family enterprise depend on three key value drivers: the family economic engine, including both business and financial assets; the family itself, its culture and members; and “leakages” that include both cash flow management and estate planning. By operating in this context so that you manage your ...

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.