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The basic foundation for every core legacy plan starts with five documents: a will, an irrevocable or living trust, a durable power of attorney for financial management, an advanced medical directive, and a HIPAA release. John Forster, a partner with the law firm of Baker Hostetler, who has interviewed some of the most successful families in the U....

By drastically increasing the federal estate and gift tax exemption, the 2017 Tax Cuts and Jobs Act created a significant estate tax mitigation opportunity for high-net-worth individuals and families. National Director of Wealth Strategies Blair Talty discusses how these strategies have indeed been strengthened during COVID-19.

The COVID-19 epidemic has shown the effectiveness of home-working and has disrupted traditional work methods, accelerating the deployment of remote working. Will this lead to a downward trend on the office market? In this podcast, an analysis of various factors reveals insights gleaned from a case study on the Paris region.

Society is facing an unprecedented time of anxiety, and more now than ever, families of wealth are concerned about both their financial and personal well-being. A panel of experts share their insights on how advisors can help their family clients find balance during unbalanced times and establish calm—from updating the estate plan to easing t...

In this webcast, Cambridge Associates thought leaders discuss the current state of real assets markets and how they are positioning portfolios for the long-term. With an insider’s view, they share their investment process across real estate, infrastructure, and natural resources. They cover the risks in the marketplace and the bright spots go...

A young girl shares a story about the “weird gift” she received on her birthday from her grandmother. It included three jars that were labeled save, spend, and share. There was also an envelope with instructions and money inside it, and a note that said happy birthday and you’re old enough to start thinking beyond spending. With a...

Most teenagers have heard that investing early in life is a way to build wealth over time. They've most likely heard that buying stocks is a common way to invest. In this video, they learn what stocks are and how they are sold and purchased. They will also discover the benefits that stocks offer to investors.

Financial services (FS) companies made a high-speed switch to home offices and kitchen tables in March 2020 when COVID-19 forced widespread lockdowns around the world. In a survey of 50 executives and 144 employees, the results clearly show that FS executives are committed to making remote work more manageable for their employees and that these arr...

What happens when a founding donor isn’t around to direct the foundation’s mission and grantmaking activity? To avoid unwanted consequences and confusion, succession planning requires a comprehensive strategy that addresses the foundation’s future and provide it with a mission or donor intent statement. It should answer who will m...

When it comes to responsible investing, a simple checklist can do wonders. It can help investors move beyond intent to action and finally find the right stock or bond portfolio. This checklist includes four easy steps and begins with investors listing their concerns.

For the businesses who want to thrive and survive in a COVID environment, it’s crucial to deploy a business continuity plan and management training. As part of the plan and to help navigate the new workplace conditions, here is a comprehensive list of tips and checklists for financial emergence and recovery, human capital and business operati...

Having learned hard lessons from past crises, CFOs acted quickly during COVID-19 to conserve cash and contain costs. Yet short-term cost-cutting alone won't be enough to enable companies to emerge stronger from the COVID-19 crisis. To emerge stronger, you should redirect costs to the right growth drivers. Resetting costs and reshaping businesse...

With the Democrats controlling both houses of Congress and the White House, it is timely to focus on the potential tax law changes they might propose. Although it may seem unlikely the changes will be enacted quickly, Congress has previously made even mid-year changes that applied retroactively. A summary of potential changes impacting wealthier in...

Regardless of the sector, nearly every healthcare organization has made significant investments in technology, as data and computing became essential in the healthcare setting during the COVID-19 pandemic. In addition to the pandemic, healthcare IT saw an uptick in M&A activity in certain sub-sectors. For those looking at potential investm...

2020 was a chaotic year for many industries and the COVID-19 pandemic created a host of challenges for providers in the home health and hospice space. For investors and business owners in that space, the year ended with robust M&A activity in the hospice sector while the home health M&A activity remained dormant. Looking at the trends and c...