We have seen a return of "older" risks—inflation, cost-of-living crises, trade wars, capital outflows from emerging markets, geopolitical confrontation, and the specter of nuclear warfare—which few of this generation's business leaders have experienced. These are being amplified by comparatively new developments in the glo...
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The new cyber risk paradigm requires organizations to become more comfortable with the reality that the connective tissue of modern business is digital. Given this landscape and the increasing cyber threat, organizations are recommended to implement twelve cyber hygiene controls that are key to achieving cyber resilience and insurability. For ...
Despite an economic downturn in 2022, healthcare trends indicated US healthcare venture capital investment was healthy. There’s plenty of dry powder to deploy; however, investments and exits are slowing due to the volatile market. Gain more insights and analysis from this report on the venture healthcare ecosystem. Watch the video for an over...
The quest for nonprofit funding and ways to obtain it continues to evolve while donors want to know the impact of their funds. In this discussion, BPM’s Daniel Figueredo and Tami McInerney explore the tools commonly used by funders and when one of them might be appropriate for your given situation. They also review important accounting a...
Proper packing and shipping is the best way to ensure the safety of valuable artwork. This practical guide will help the collector ask the appropriate questions of his or her art handler. In addition, it provides a better understanding of the minimum requirements for professional art packing, shipping, and handling.
The trustee and beneficiary relationship has great potential to be personally rewarding for both parties. It can also be very challenging. The path for success starts with some crucial conversations about what’s involved in the trustee role. This 2012 FOX Fall Forum session looked at the critical steps grantors, beneficiaries and trustees must...
Launching an effective family enterprise plan can be a daunting task yet it is essential to the long term sustainability of the family and its wealth. This 2012 FOX Fall Forum session detailed a framework for understanding the planning process and explored the changing risk environment for wealthy families.Some highlights include:Simply stated...
U.S. stock market performance, as measured by the S&P 500, has been driven by a small number of stocks over the past few years. The top five holdings now represent 21.9% of the S&P 500 as of December 31, 2020. It is also striking that each of the top five holdings share a common theme: technology and e-commerce. While investors shouldn&rsqu...
The events of the last year have made the traditionally predictable world of real estate more chaotic and unclear. For family offices that invest in real estate, it means recognizing that every phase of their real estate investment brings on risk that can threaten its success and reputation. To remain competitive in the market, it is time to r...
Managing family wealth over the long-term requires careful thought and a well-structured estate plan. Before making specific decisions about what’s best for your wealth, it’s wise to spend time considering what it is you really want to see happen with it. There are steps you can take—including considering trust options—to he...
The CARES Act requires all non-grandfathered health plans to cover a COVID-19 vaccine or other preventive measure, within 15 business days of recommendation by the Advisory Committee on Immunization Practices of the Centers for Disease Control and Prevention or the U.S. Preventive Services Task Force. A summary is provided to help you stay on track...
In December 2020 the FDA approved Pfizer and Moderna’s COVID-19 vaccines for use in the United States, with industry observers expecting additional vaccines soon to follow. Although widespread distribution of the vaccines won’t likely occur until the second quarter of 2021, it’s important for organizations to understand that impli...
Even prior to COVID-19, China’s economy had been growing at a faster pace than the rest of the world. In 2020, Chinese equities outperformed most global equity markets, particularly emerging markets. China’s domestic (A-share) equity market remains relatively untapped by foreign investors. With U.S Large Cap equities dominating for the ...
Based on a 10-year investment time horizon and the impact of COVID-19, the overall results of the 2021 capital market return assumptions are mixed for approximately 50 asset classes around the world. This report guides investors in developing their long-term strategic asset allocations.
Although water damage is the most frequent cause of loss to luxury homes, most people don’t appreciate the specific impact it could have on them—and therefore don’t take proactive steps to avoid it. By anticipating and dispelling water damage assumptions and the myths up front, you can sidestep costly losses in the future. In thes...