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The first half of 2020 was marked by a return of volatility to the global capital markets as the fallout from the COVID-19 pandemic rippled across the globe. The market rallied during the second quarter under an aggressive central bank policy, coupled with optimism that economic indicators had bottomed. Turning to the fall period, the landscape for...

Business divorces are often messy. The reasons vary—personality-driven disputes, disagreements over business direction, or timing and distribution of earnings. When majority owners seek advice of the company’s attorney to formulate a plan to force out a minority owner, the company expects this advice to be covered by the attorney-client...

Those with ownership stakes in privately held businesses, partnerships, or family offices need to closely collaborate with and trust others. But when there is a disagreement or dispute, it can create a situation where someone is looking for ways to force out owners of non-controlling shares and seek the advice of the company’s attorney to for...

Solving disputes among business partners and owners in a privately held business can quickly become complicated matters that end up calling for access to an LLC or corporation’s privileged communications. Only in rare circumstances can there be access to those privileged communications. Most courts apply a fact-intensive test that is dif...

Although no previous election year had this year’s unique set of circumstances—a global pandemic, an economic recession, the fastest equity market correction on record (and subsequent recovery), multiple natural disasters, and social unrest—there are some insights available when examining the individual effect of each variable. Fa...

One of today’s dominant macro-trends is the reversal of globalization—the free flow of people, goods, services, capital, technology, and ideas across national borders. COVID-19 has further accelerated the deglobalization. In this environment, equity investors may have a harder time finding steady profitability and value. Taking a look a...

The key to success of any risk management plan is the development of an “all risk” approach that takes the entire family enterprise into account. Through a survey of more than 200 family office executives at single and multi-family offices, an uncovering of some worrying approaches has surfaced around the risks that family offices face, particularl...

In this quarterly update, see the key areas of focus that drive investment returns and the implementation strategies around six themes that include a demand for responsible investment.

While inflation continues to trend below target, the possibility for unexpected higher inflation shouldn't be ignored. A shift in Fed policy has resulted in a stance that lowers the likelihood of combatting inflation for the foreseeable future. And the impact of inflation on certain investment strategies should be considered during portfolio co...

The COVID-19 pandemic dramatically accelerated the move from traditional office environment to work-from-home for most American office workers. It is clear that a significant portion of workers will move from a five-day in-office work week to something else. Recognizing, navigating, and adapting to the new office environment will be key to successf...

Global equities were hit hard during the first quarter of 2020, erasing most of 2019's gains. Credit-oriented fixed income was also hit, but to a lesser extent, while U.S. Treasury bonds perfored well. Investors may find portfolios out of balance relative to target allocations. Is now the time to rebalance?

Over the past ten years U.S. equities have outperformed their non-U.S. peers, however history shows outperformance cycles through time. Contributing factors include differences in index compositions, narrow U.S. leadership, and currency headwinds for non-U.S. equities. Abandoning a diversified approach could result in missed opportunities as the re...

Thought leaders and practitioners discuss key investment risks and opportunities through a social equity lens, and are joined by Judy Belk, president and CEO of The California Wellness Foundation, for a fireside chat on how the foundation is addressing social equity issues holistically through both grant-making and investment approaches.

While it is impossible to predict every catastrophe, thorough pre-event preparation and post-event response planning can help reduce the likelihood of loss and limit the severity of damage that can’t be avoided. This reference guide and sample planning forms based on decades of experience will help you proactively keep art and other valuables ...

Nearing the end of the year is an important time to consider any tax planning opportunities that may be available to you before ringing in the new year. This year in particular there are several tax scenarios that must be factored in before any planning strategies are implemented: we have tax laws that were previously instituted that are still in e...