In terms of life of life span and medical need, a close look at the underlying numbers reveals a sharp disparity between developed and developing regions; particularly in poorer areas worldwide. Some differences are so stark, in fact, that there is what might be called a global healthcare divide. And for investors it’s a division worth unders...
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Creating a well-diversified portfolio of stocks or bonds (or whatever financial assets or vehicles seem appealing and fit a client’s profile) is certainly a viable option and one that may dampen volatility and could prevent any one bad idea from having an outsized impact on a portfolio. Alas, this decision is not without tradeoffs. Diver...
Business brokerage services are critically important to the liquidity of small business ownership, business growth, and related jobs preservation and creation. Baby boomers are faced with the prospects of either selling or closing their businesses to retire. Small business owners need and rely upon the professional services of merger and acquisitio...
This study describes both short-term and long-term expectations for population growth and trends, and the impact these macro-factors will have on the global economy and the resulting investment implications.
The Internal Revenue Service has issued long-anticipated final Treasury Regulations delineating which expenses of an estate or a non-grantor trust are not subject to the 2% floor on miscellaneous itemized deductions. The final Regulations contain no surprises and no major victories for taxpayers, as they differ little from the revise...
It is easy to understand why the American underclass has almost insurmountable obstacles to living the American Dream. What may not be so obvious is how difficult it may be for the wealth inheritor to live the American Dream.
Cybercriminals are increasingly targeting midmarket companies and startups in hopes of easy access. The cost to a business can be high, ranging from financial loss to reputational damage. With heightened awareness, private companies can fight back. This white paper includes six defense tactics every company should emp...
In recent years, impact investing has captured the attention of leaders in finance, philanthropy, business, and government seeking innovative ways to help solve some of society’s most pressing issues. It harnesses the efficiency and discipline of private capital markets to address the root causes o...
The dollar is worth significantly more now than a few months ago. Relative to the currencies of major trading partners, the dollar has surged nearly 6 percent since summer. As a result, investors are beginning to worry about the related impact on corporations, as well as the initial and downstream implications for the global eco...
The start of the 21st century saw the emergence of a global industry of family office and family wealth practitioners. Undoubtedly, this industry existed in previous centuries, but never on the global scale of recent times. The findings from this research show that families are learning from the best practices identifi...
Some believe you must sacrifice family relationships for success in a family business. But in fact, focus on the family doesn’t drain business success — it enhances it. That is one key finding of a new global family business survey conducted by EY with research partner Kennesaw State University’s Cox Family Ent...
The U.S. Commodity Futures Trading Commission’s Division of Swap Dealer and Intermediary Oversight (Division) issued a no-action letter providing family offices relief from commodity trading advisor registration, in connection with advisory services they provide to family clients. As a result, a qualifying family office will be exempt from&nb...
The U.S. Commodity Futures Trading Commission’s Division of Swap Dealer and Intermediary Oversight (Division) issued a no-action letter providing family offices relief from commodity trading advisor registration, in connection with advisory services they provide to family clients.In order to receive relief, a family office must submit a claim...
Two common charitable giving vehicles are donor advised funds (DAFs) and private foundations. A DAF is an account housed in and governed by a public charity. A private foundation is a standalone trust or nonprofit corporation that qualifies as a tax-exempt organization. Both DAFs and private foundations feature the ability to engage family members ...
The fun and rewarding activities of a family foundation center around determining the causes and organizations the foundation will support. While working together to make a difference, it is important to remember the family foundation is also a business requiring the same effective governance practices as a family business. This is especially criti...