Shareholder engagement is not a new activity, and it is on the rise in 2020 as millennials continue to drive more interest in responsible investing. Today’s investors see the shareholder engagement as an even more powerful tool—one that can have a direct impact on corporate behaviors and business activities, and therefore, general ...
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After stagnating in the U.S. Congress for much of 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was quickly picked back up and added to legislation, bringing changes that impact individuals saving for retirement, retirement plan participants, and retirement plan sponsors. See how the changes will impact you, including...
As families explore investment opportunities in real property, many are turning to farmland for a portion of their portfolio. It is a unique class of real property that performs best as a long-term hold that carries with it a counter cyclical performance to stock investments. The application of best practices in this different type of ownershi...
As family offices grow increasingly complex and manage larger and more varied assets, they are becoming prime targets for a variety of security threats. From this report, learn what family offices can do to protect against the risks, including cybersecurity breaches, theft schemes, and fraud perpetuated by unvetted 'insiders' of the firm.
The equity markets took a painful hit at the end of February this year as fears about the coronavirus drove investors out of stocks and into correction territory. As one would expect, the impact and outlook for each asset class varies based upon the underlying exposures, market drivers, and pricing dynamics. We summarize the developments surroundin...
Educating children about money, wealth, and financial planning is a critical step in helping them build their futures. As a wealth creator and thoughtful investor, you want to be sure your children understand how to manage finances and make good, informed decisions when it comes to spending, saving, and investing. But talking to children about mone...
The SECURE Act was recently signed into law in the U.S. It was a landmark legislation that may affect how you plan for retirement. Most of the provisions went into effect in 2020, which means now is the time to consider how these new rules affect your estate and tax planning. For the second part to this series, see How the SECURE Act...
Families often find it challenging to talk about long-term plans and wishes of their aging parents. But it’s never a good idea to wait until there’s a crisis to rally family members together on a plan that will address mom or dad’s needs and wishes regarding healthcare, living arrangements, and long-term financial care. Knowing how to get the conve...
As covered in the first part of the SECURE Act series, one of the key provisions of the Act is the partial elimination of the “stretch” or “life expectancy payout” for beneficiaries of retirement plans. In this second part in the series, a closer look is taken to see how that may affect your estate planning and the...
To adapt to the unprecedented pace of change across the tax landscape, companies must focus on embracing a total tax liability mindset—a holistic understanding of the sum of all taxes across the entirety of the organization. Once viewed as a compliance-driven, back-office function, effective tax planning is now crucial to business perfor...
From a historical perspective, the odds for a strong volatility risk premium (the "VRP") in 2020 are in your favor. Although it can't be predicted with any level of certainty the returns derived from exposure to the VRP this year, the range of likely outcomes can be determined based on empirical evidence while respecting known and unk...
In a time of equity market volatility, municipal bonds are doing what they’re supposed to do: diversify portfolios. Learn what may come next in the muni market.
In a world of low expected returns, finding alpha becomes more important than ever. Given the significant amount of capital looking for alpha in private markets, family offices will need to bridge the performance gap in this slower growth environment by leveraging their longer time horizon and partnering with experts in private market investments. ...
Insurance is designed to protect essential aspects of your lives from financial loss, but there can also be ramifications to filing claims. These changes are usually noticed on the renewal immediately following the claim in the form of increased premiums, which can spur regret for using your policy in the first place. Claim surcharges can follow yo...
Governance is a word often misunderstood by families and family offices, but it is essential for a long-lasting family legacy. Strong governance establishes a process for decision-making and conformity within a multi-generational family to promote communication and strengthen unity, helping to preserve wealth and solidarity for future generations. ...