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The environmental, social, and governance (ESG) research among institutional investors has historically focused mostly on the “E” and the “G,” leaving social issues as somewhat of a forgotten middle child. But the COVID-19 pandemic and racially-driven police violence have shifted public opinion, and it matters. At this infle...

Investing sustainably does not mean sacrificing returns. In fact, the opposite is true across many different asset classes. A closer look shows how investments in private equity, public equity, and fixed income can generate social impact while driving real financial results for investors.

Portfolio customization is growing in popularity among equity investors—but does it have a place in the bond market? Learn about the benefits of stratified cells.

As the nation continues to battle the devastating effects of COVID-19, a number of family offices have taken a greater interest in reviewing or creating various wealth succession plans, with tax and estate planning a top issue and consideration in the U.S. election. In preparation for the outcome, family offices and the families they serve should c...

The importance of talent continues to be a factor in driving an organization’s success. As a result, many compensation committees have expanded their roles and responsibilities beyond executive and board compensation into increased human capital and social issues impacting the organization. This requires staying abreast of compensation trends...

While there’s been progress in the number of women in senior positions, this year's research shows it is concerningly slow. At the current rate, it will take another 132 years to close the global gender gap. There’s a need for urgency and to be intentional in the ‘push for parity.’ In this report, we show the benefits an...

With the shift moving away from a fear-based approach to a more positive paradigm, Wealth 3.0 presents the way forward in the wealth advising community. In practice, Wealth 3.0 empowers family clients to work together toward the creative possibilities their wealth and business can offer. Here are some of the practical shifts in mindset and practice...

When considering that only 20% to 30% of businesses that go to market will actually sell, it’s important to know the factors that impact a business valuation. By applying a value acceleration process framework—one that focuses on increasing value by aligning business, personal, and financial goals—business owners can increase...

With cyberattacks increasing every year, it’s critical to be cyber ready. While implementing individual security tools is one element of building a ‘cyber dam,’ it is not enough to stop sophisticated attackers from breaking through it. Much like a dam, a single crack in your security plan can have devastating consequences. In this...

While investor attention is on the Fed, changes at the Bank of Japan might bring shifts to the economic environment, impacting the global markets.

As a general counsel in the Family Office space, Nate Christensen speaks on the growth of direct investing by family offices, the competitive advantages and challenges for them, and advice for family office offices and those working with them. Nate also shares thoughts on how family offices are leveraging their own edge in direct investing. Hear mo...

The Silicon Valley Bank (SVB) collapse marks the largest receivership since Washington Mutual failed in 2008. While the FDIC and the Treasury Department have since stepped in to ensure that all deposits are protected, this episode is an opportunity for corporate directors and officers to reassess their current risks relating to cash management and ...

The rapid downfall of Silicon Valley Bank (SVB) set off a wave of uncertainty and fear in the markets. Actions have been taken to provide relief for SVB depositors and the global markets, including the FDIC taking control of the bank. Although SVB was unique, the potential ripple effects both to the economy and the banking sector are meaningful.&nb...

Persistent inflation and high interest rates have driven up costs and negatively affected charities. As a result, taking an efficient, tax-smart approach to maximizing donor impact has never been more important. Here are 12 ways to increase donor impact and potentially reduce taxable income in 2023 and beyond.

After the Silicon Valley Bank (SVB) collapse marked another bank failure, it triggered questions regarding the various considerations and options for holding short-term funds. With this reference chart, see the comparisons that show the characteristics of demand deposits with government securities and various money market funds as cash managem...