Search Results

In this episode, two experts in the philanthropic advisory space talk about their experiences working with family offices, the state of the industry, and what it might look like in a post-pandemic world. They discuss the importance of family members understanding where they want to go with their philanthropic efforts, being committed, and enga...

COVID-19 has altered the higher education landscape. With so many variables and questions at play, students and parents are exploring new ways of adapting to this sea of change. Experts in the field share their insights on higher education planning—including investing, funding, and preservation strategies—to help ease the transition and...

For many individuals, philanthropy is one of the more gratifying parts of estate planning. Adding in a multigenerational component—one that involves the family’s needs, interests, assets, and goals—can make it even more meaningful and compelling. With the focus on the family and through open channels of communication, philanthropy can be an excelle...

Despite a weak economy, global financial markets have rebounded, liquidity has been restored, and investors are reentering the markets. Given the risk of a second wave of COVID-19 and other factors, is the stock market being overly optimistic about the growth outlook over the next year?

While recent years brought concrete wealth planning changes with the latest tax legislation, 2020 sees families and their advisors preparing for the unknown. U.S. presidential and congressional elections will unfold against a backdrop of equally impactful societal changes—including rising healthcare costs, evolving technology, increasingly gl...

Investors should not design portfolios to survive markets on average, but rather to survive every day and, most importantly, the worst days. As Benjamin Graham said, “the essence of portfolio management is the management of risks, not the management of returns.” At the core of a robust portfolio construction framework is to take a risk conscious ap...

Contrary to conventional “wisdom,” decisions regarding manager selection can impact performance as much as or more than decisions regarding asset allocation. Success in this manner involves the ability to identify and access managers who are often not available in common formats, such as mutual funds and most open-architecture investment platforms.

COVID-19 tested the resilience, creativity and crisis management skills of organizations, governments, and families around the world. As you reflect on the impact of the pandemic on your family from a historical perspective with your own family history in mind, this guide offers tips on how to collect, preserve, and share the memories and lessons l...

Most equity index maintenance is routine. We explore how the COVID-19 pandemic could make things different for major index providers ahead of their regular updates.

For the investors with the capital means to drive much needed social and environmental change, the time is now to align their values with impact investing. This year’s report highlights the positive impact of a portfolio committed to incorporating environmental, social, and governance (ESG) criteria with a goal to earn an attractive...

At the height of the COVID-19 pandemic, business interruption and civil authority claims rose. In this episode, it addressed tips for providing notice, the amount and types of claims policyholders filed and requests for information from the insurance industry, similar historical events, and the barrage of expected insurance litigatio...

In this discussion, Perkins Coie’s Insurance Recovery Attorneys, Jim Davis and Brad Dlatt, interviews special guest Perkins Coie Labor Partner, Heather Sager, who is counseling companies operating during the Covid-19 pandemic.Topics include how businesses find out if they are allowed to re-open, what employers need to know about hav...

Over the last sixty years, private equity investing has developed from the original leveraged buyout and venture capital deals (once the unproven territory of financial pioneers) into a tried and tested investment philosophy. Opportunity for investing in the asset class has grown considerably, with a multitude of strategies available across all sta...

Even if you do not live in a flood plain, the potential for flooding can happen anywhere in the country. Flooding is the most common natural disaster in the U.S. and occurs in every state and territory. Preparation is a must to prevent flooding loss.

With almost two million nonprofits in the U.S., including thousands of local community foundations, it can be overwhelming to know where to start to help during a COVID-19 pandemic. Four steps are provided to help you identify your giving priorities and guide your search for charities that are offering support and relief during this disaster.