As more and more investors look to implement impact investment strategies, interesting questions are being raised in the context of impact investing by fiduciaries appointed to administer a trust for beneficiaries. Suppose the beneficiary of a multi-generational, non-charitable trust is interested in integrating her values in a trust established fo...
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As parents, you hope your kids will become safe and courteous drivers. But, it will not happen on its own. Learn the 10 things you can do to help them become safe drivers.
The financial damages of cyber crime are projected to reach $6 trillion annually by 2021—more than double those same figures from 2015. That’s why it’s important to not only stay on top of the latest trends in the cyber security industry, but to also stay ahead of them. In this issue of Cyber InFocus, you will learn about the Biom...
All parents have reasons for why they do or do not share their wealth with their children, and neither option is without challenges. The key for parents is to find the balance between sharing everything and sharing nothing while also passing along the skills required to ensure their children become responsible inheritors and/or beneficiaries. ...
A trend from an earlier study on family foundations revealed that foundations based on a commitment to a particular region remain committed to the hometown over generations while sustaining both effective grantmaking and family involvement. As a follow-up to that finding, an in-depth study was conducted to provide insights on place-based giving. Th...
Given the existence of low or even negative yields, investors are increasingly focused on finding sources of incremental income. The recent inversion of the U.S. Treasury curve has heightened concern about a potential economic recession. Historical market performance following previous yield curve inversions is a limited and imprecise prediction to...
Up moderately, the real GDP grew at an annualized rate of 3.1% in the first quarter of 2019 in the U.S. The increase reflected greater inventory buildup and exports pulled forward amid tariff fears. Forecasts for the second quarter were measurably lower, with consensus between 1.5% and 2.0%. Labor conditions remain strong while consumer confid...
As a business owner, you wouldn’t operate without a clear vision and strategic plan. And you wouldn’t embark on a new initiative without first reviewing your cash flow and income statement to know how realistic your plans are. For ultra-high net worth families, looking at family wealth through a similar lens, and treating your wealth as...
Roughly 15% of ultra-high net worth individuals worldwide rely on private aircraft for most personal and business flights. When weighing your options on aircraft ownership, there are pros and cons that should be considered. It's also important to know the key players to help you navigate the selection, purchase, management, financing, and dispo...
Delivering what matters most to families includes resolving appropriate succession plans to make sure that the purpose of family intergenerational wealth is delivered. Although confronting succession issues can be unsettling, it is through facilitated discussion that options are worked through and “best-fit” solutions implemented.
Institutional investors predict the volatility that rocked markets across the globe in the fourth quarter of 2018 will continue into 2019, and expect that the long-running U.S. bull market will soon come to an end. But even as they anticipate a dramatic 180-degree turn from the low-rate, low-volatility environment that’s fueled the longest bu...
When taxes don’t matter, and that is rarely the case for most investors, pre-tax returns are sufficient in determining whether the investment did well or poorly relative to a benchmark. But for taxable accounts, pre-tax returns provide an incomplete picture, and relying on them can lead to poor investment decisions. In such cases, using after...
There are many improvements that can be made to a home to help prevent costly and dangerous losses in the future. Many of the recommendations included in this guide cost a sliver of what they will protect, and for those implemented during construction, it often requires a much smaller investment than it would to retrofit a home later.
On August 9, 2019, the Nebraska Department of Banking and Finance issued the Interpretive Opinion No. 19 that excludes M&A Brokers from the Nebraska Securities Act’s definition of broker-dealer. It is a development that modernizes and streamlines Nebraska’s securities rules and regulations. By providing needed regulatory relief for ...
One of the biggest hurdles for family businesses is the need to develop an attractive long-term incentive plan that recognizes enterprise value over time and is competitive with plans offered by public and private equity owned businesses. As a result, many firms are turning toward phantom stock—a long-term incentive vehicle that provides equi...