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High-net worth individuals are not immune to concerns around economic slowdowns. While the first half of 2022 may go down as one of the worst starts for stock and bond markets in history, it has also presented unique opportunities for long-term investors. With sound investment strategy and financial planning, investors can protect and grow&nbs...

From a litigation perspective, the shifting economic environment's impact on family offices has been about how bad results and different risk tolerance can cause conflicts between multiple stakeholders. At the core family level, friction between family members has often centered around the dividends and determining the asset dist...

The word volatility has encapsulated the state of the economy and markets for the pandemic years, but 2022 added geopolitical upheaval and economic stabilization measures—including interest rate increases—to the mix. Amid concerns about a recession, how are private equity fund managers preparing? From this infographic, see how private e...

Many parents enjoy witnessing the positive effect a significant gift can have on their children's lives. For example, asset transfer can help children buy a home, raise a family, or start a business. With meaningful benefits to transferring assets during a lifetime from a gift and estate tax perspective, intergenerational planning can be a win-...

The use of a specific ownership structure to provide for the deduction of investment management fees has evolved since 1941 to most recently in 2018 when guidance was provided by the U.S. Tax Court in determining whether the activities of a family investment management company constitute a trade or business. With a review of the details of tha...

As the world becomes more digitally connected, cybersecurity risks will keep rising. The larger your digital footprint, the greater your cyber risk. With this self-defense guide and best practices by William Blair & Company, you can safeguard your online identity and protect yourself against the loss of personal data and assets.

To develop an effective succession plan for your personal collections and tangible assets—including art, fine jewelry, wine, and antiques—you must understand their monetary value. In this ten minute interview, Natalie Annis and Brian Lucareli discuss estate planning for personal collections and the additional tax con...

Professional staff is an essential element of an effective family philanthropy effort; however, it can be a difficult construct to navigate. In this webcast by the National Center for Family Philanthropy, learn how to hire and prepare your staff for success in family philanthropy. Download the transcript and presentation deck for your refer...

Under the Tax Cuts and Jobs Act of 2017, the federal estate tax exemption was temporarily doubled through December 31, 2025. Effective January 1, 2026, the exemption limits are scheduled to be reduced by half, adjusted for inflation. Charting the change and inflation adjustment, the projected limits are provided for your tax and estate plannin...

Many business owners worry about how their success and wealth will impact their loved ones and the next generation. The fear behind it can hinder the ability of future generations to build on past success and even lead to family tension. To successfully move past the fear-based planning and toward a collaborative approach, five secrets an...

When it is time to activate your philanthropy strategy, your approach should be informed by the trends that are shaping the charitable giving landscape. By understanding and embracing new trends and the role philanthropy plays as a tool for positive change, families and nonprofits can strengthen their philanthropic programs and legacies for generat...

Ransomware is one of several common cybersecurity risks companies face today. In addition to being a victim of a cyber attack, these companies may become the target of lawsuits alleging a variety of harms, including failure to deliver contractual promises and negligent cybersecurity practices. By being prepared and employing practical strategies, c...

In the dealmaking environment, the general aviation sector has been resilient through the pandemic. The sector's rebound that started in the second half of 2020 portends good things for it and the fixed base operators (FBOs) that serve the airports—even in the face of broader economic headwinds. The sector's endurance tracks...

The threat of recession is real as the global economy remains at a critical juncture. In the U.S. and Europe, inflation is at a multidecade high. Since the start of the year, the Federal Reserve has raised its policy rate multiple times, by 50 to 75 basis points per meeting. Will the Fed be successful in getting inflation back to target and de...

Charitable giving is an important goal for many investors. Although any form can be beneficial, proper planning of the when, what, and how can help maximize the donor’s philanthropic as well as overall wealth planning goals. In examining some common charitable giving strategies, the advantages and disadvantages are discussed, and examples are prese...