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Although the events of 2020 were unexpected and hard to prepare for, having conversations about processes, assessing risks, and learning to practice decision-making with your family can help when crisis strikes. On this episode of Tolleson Insights, Richard Joyner shares his observations and the lessons learned over the last 18 months from wor...

As no two families are alike, there is no one singular approach to family education—the cornerstone to a thriving, lasting legacy. The structure, topics, and educational methods all depend on the needs, wishes, and preferences of the family members. As you develop your rising generation education strategy, considerations should be made around the&n...

Never have there been such interest in all things ESG. The pandemic hit a reset button and prompted people to focus on what they see as most important, especially climate change and diversity and inclusion. With this shift in mindset, the momentum demanding real action is gaining strength. But before real action can be witnessed, companies need to ...

While insurance may not be top of mind as you go through life’s changes and challenges, it is a critical tool to help keep your family and assets safe. By minding your insurance gaps and working with a knowledgeable agent and reputable carrier in identifying your unique risks, you can assure your family has the protection it nee...

From the tax-aware to the tax-focused investment manager, it is clear that there is no one-size-fits-all solution to most investors’ circumstances. But after decluttering and tidying the tax tactics, the essential aspects that can add value quickly becomes clear.

On the path back to growth, organizations are placing the customer experience (CX) at the top of their lists of digital priorities, beating out operational efficiencies by the slimmest of margins. As the balance of interactions between businesses and customers skews more digital and mobile in a post-COVID world, organizations will do well to i...

Just as government and businesses require sound governance to do their work well, so too do families—and their philanthropy. The Family Governance Pyramid provides a model and framework for philanthropic families that is even more relevant and necessary today than when it was first introduced nearly two decades ago. This article by the National Cen...

In this episode, two industry experts share their thoughts and practical guidance on directors and officers insurance (D&O), covering the fundamentals of the protections that A-B-C D&O insurance coverage provides and the three topics that D&O insurers are focused on right now: event-driven litigation such as cyber breaches; ...

In this podcast episode, learn more about the latest updates on mandatory vaccine and mask policies, new action to ban non-compete agreements, a big free speech decision, New York regulatory updates, and a proposed wage and hour rule.

This edition of Economic Currents takes a closer look at what the COVID Delta variant means going forward. The variant is expected to dampen, but not derail, the recovery in the U.S. However, if COVID cases continue to rise, it could bring an abrupt end to the current boom.

Things are new, not normal. As the pandemic recedes, businesses are not headed into a familiar past. Nearly two-thirds of CFOs are worried that talent shortages could impair their ability to meet short-term strategies. A similar percentage are worried about controlling compensation and benefits cost. Addressing this tension and other pressing prior...

Professionals working in family offices are experiencing significant and increasing complexity, recognizing the need to evolve and remain up-to-date with their technology tools, software, and security to manage the high net worth assets. This is why an integrated technology platform based upon a single, unified database is the path to the family of...

Today’s environment is perfect for high net worth individuals and families to maximize flexibility, minimize taxation, and execute their desired plan. But given the current economic and political climate, the outsized benefits available today may not be available tomorrow. That is why it is critical to execute your plan now.

It’s common for investors to find themselves holding a concentrated single-stock exposure. But holding onto it is risky and may put your long-term financial goals in jeopardy. Investors can reduce the risk by implementing a staged diversification plan in tandem with a separately managed account.

Investors may prefer speed, but in a market as inefficient as the municipal bond market, it may not be in their best interests to rush the investment process. Data indicates that the cost of a reasonably investment period is low and that the benefit of waiting for attractive new issues is real. Even in the fast-paced world of investing, slow and st...