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Cybersecurity risk creates a vexing set of challenges for family offices, high net worth families and executives, who, like any other business, would be well-served to make cybersecurity an important part of their estate planning and asset protection strategies. If the family or executive is prominent, a host of other issues related to privacy and ...

This webinar and presentation provides an overview of where we are today and views from the investment management industry on the impact of the election across the US, developed and emerging markets.

Donald Trump’s election as the 45th President of the United States on November 8 is expected to bring changes to the tax laws for individuals and businesses. President-elect Trump had made tax reduction a centerpiece of his economic plans during his campaign, saying he would, among other things, propose lower and consolidated individual incom...

On November 9, 2016, many Americans woke up to (or stayed awake for) an unexpected election outcome. As of that day, the downside for the DOW and the S&P 500 Index appeared to be less than the declines that occurred after the 2008 and 2012 elections. However, it is still early. During these uncertain times, it is best to stick with your investm...

In 2015 charitable giving rose to $373 billion in the United States, driven by an almost $10 billion increase in gifts from individuals which represent over 70% of total giving. This year individual giving in the U.S. is poised for even greater growth, thanks to several contributing factors, including a solid economy and robust stock market perform...

The results of the 2016 elections for control of the White House and Congress will have a significant impact on the direction of tax reform over the next four years. President-elect Trump and the Republican-controlled Congress are expected to push for action on comprehensive tax reform that would lower both individual and business tax rates. Still,...

Defying the betting odds and pollster predictions, Donald Trump has pulled off an improbable victory. As an “unknown unknown,” Trump’s election introduces a level of policy uncertainty. Republicans hold the majority in Congress, but President-elect Trump will have to spend his early days building bridges to gain support for his ag...

For family offices of all profiles—large and small, established and brand new—there are dozens of technology solutions available. In the first of the Family Office Series report, the focus is on technology, a topic that some families find daunting and neglect at their own risk. To simplify the landscape, the report identifies key reason...

After one of the longest, most volatile and arguably most contentious presidential campaigns in modern American history, Donald Trump has emerged as the president-elect and will be the 45th President of the United States of America. As the immediate shock of the result subsides, the country will begin to sort-out the implications of the election ov...

What do the election results mean for healthcare? Like a chief executive hired to turn a failing company into a profitable one, president-elect Trump has said he will take an unflinching corporate approach to overhauling the US healthcare system. For an industry that prefers stability to surprises—and one that has worked to adapt to the Affor...

Bill Cullo, Jackson Dunn, Kristy Pultorak, and Tom Crawford from the U.S. Public Affairs and Government Relations Team take a closer look at the 2016 U.S. election and provide an analysis on the exit polls and the key takeaways.

We expect the markets’ knee-jerk reaction to sell gold post a Trump victory will reverse with the bottoming process beginning this week. Framed around the well documented bearish arguments of Stan Druckenmiller on gold last week, there are reasons why gold will be more important as the generational bond bull market now closes. As investors be...

Markets, United States citizens, and most of the world watched anxiously as the U.S. election unfolded into a Donald Trump victory for President. Initial volatility has tempered, and as market participants digest the uncertainty surrounding future policy, it is important to remember that the election results is yet another factor to work through as...

As of December 31, 2014 the KL Felicitas Foundation’s portfolio was 99.50% invested in impact investments. The KL Felicitas Foundation has come a long way since it decided to explore the process of an investment portfolio 100% oriented towards positive impact. The road to achieving such a portfolio of impact investments was not straightforwar...

Donald Trump will become our 45th President, and the Republicans will retain hold of Congress. Based on the Republican Party platform, this could result in dramatic tax code changes. Looking at President-elect Trump’s proposed changes to the tax code, we assess their likelihood of being passed in the next two years.