Search Results

The internet and mobile networks continue to hold up well in an unprecedented surge of people working, studying, and streaming from home. But amid the COVID-19 quarantine, there is increasing concern over how long the infrastructure undergirding the internet and mobile connectivity will hold up. As family offices around the world face the new reali...

Given the far-reaching business impacts of measures already taken to control the spread of the COVID-19 virus, many companies are looking to their insurance policies for potential responses to the ongoing financial loss. This guide provides an overview of some key coverage, claims, and risk management areas that are currently top of mind for busine...

Businesses are feeling the effects of the coronavirus and are wondering if some relief may be available from their insurance policies. Warner's Insurance Law practice group provides summaries of five common types of business insurance and looks at issues each type might address.

1031 exchanges are a common way for collectors to defer payment of federal capital gains tax when they sell appreciated property and buy like-kind property of the same or greater value. However, these exchanges must be planned carefully. This article features an example of a fine art 1031 exchange gone wrong and how alternative structures can preve...

The framework uses multiple dimensions of risk and return trade-offs to consider when building portfolios and evaluates the consequences of risk allocation decisions during normal and stressed markets. The authors explain this process goes further than traditional role-in-portfolio exposure techniques by considering not on...

The current interest rate environment has created an unusual opportunity to maximize life insurance cash values. Determining the value of this option requires evaluating two current life insurance illustrations of the same policy. The ability to access cash surrender value through a non-taxable policy loan is a valuable feature of li...

This article addresses some of the most important legal and tax issues the real property professional needs to know when representing foreign investors in the United States, as every aspect of involvement is different from those of a domestic purchaser.

Part of the Grow Your Business (GYB) series from PriceWaterhouseCoopers, this edition covers what private companies are doing to rethink their approach to risk against a backdrop of globalization, economic realignment, and rapid technological change.

This paper is a technical summary of some of the challenges facing the U.S. nonprofit museum community in regard to risk management of art ownership. It includes a summary of key events that has shaped the art market over the last 50 years as well as consideration of the effects of Sarbanes-Oxley and issues surrounding D&O insurance, where muse...

The fundamental problem with the art and collectibles market is opaqueness in transactions. This article explains how transactional standards for fine art and collectibles compare to real estate and the role of a title insurer in art transactions.

While the outcome of many global issues remains uncertain, we believe the risk/reward equation favors taking well-calculated, above-average risk. Investor psychology can change at any moment. When the market returns its focus on individual company fundamentals, we expect significant alpha will be generated by portfolios that own high-quality compan...

Investors and advisors focused on wealth growth and preservation may see environment, social, and governance/socially responsible investing as taxing a portfolio's performance. This paper offers a framework with associated metrics for assessing ESG/SRI integration into the portfolio with the same rigor and discipline used in all other fiduciary dec...

Under certain conditions, illiquid wealth can quickly evaporate, or worse – assets can suddenly start to behave like liabilities. If you are successful, then you are wealthy – on paper. Illiquid assets carry a high potential for risk on the balance sheet. But individuals who hold illiquid assets tend to have many wealth planning opportu...

Altair looks at why bank custody ensures greater safety of client assets in this Worth magazine article.

One of the key benefits of having a financial plan is how it can inform decisions regarding spending patterns and investment strategy. There are two questions that often come up during the process of developing a financial plan: How much risk should I take in my portfolio, assuming different spending levels and if I seem to have enough to cover rou...