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It is an unfortunate reality that in trying times some people will attempt to take advantage of situations for personal gain. Be alert to scams including (1) phishing emails that purport to provide help or solutions to the coronavirus/COVID-19 situation, but are actually intended to induce a click that leads to ransomware, (2) price gouging, and (3...

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in the U.S. on March 27, 2020. The legislation has brought about sweeping changes meant to provide relief to individuals and businesses. As part of the CARES Act, certain changes were made with respect to tax benefits to incentivize charitable giving.

A careful and disciplined approach to philanthropic giving combines purpose, practicality and passion. Strategic philanthropy is similar to intentional asset allocation in that it requires as much of the giver’s brain as it does the bank account. This white paper explains a higher quality of giving, an important part of many high net worth in...

As part of the "10 Things You Didn't Know You Could Do With Your Foundation" series, four approaches to impact investing are discussed:Community InvestingSocially Responsible InvestingProgram-Related InvestingSocial Venture Capital Investing

This paper explores how private foundations can plan for changes in leadership in order to weather the transition as a cohesive, effective unit. Some of the risks and rewards of planning for change—or failing to do so—are discussed.

Why is an American who has spent over a quarter century managing financial assets for his family cautioning you against selling your family business? The author urges you to think twice before selling your business.

Entrepreneurial stewardship is the key to perpetuating family wealth through multiple generations. Stuart Lucas and David Lansky discuss some of the paradoxes of maintaining a healthy, wealthy multigenerational family and how to address effectively these paradoxes. The article explains how entrepreneurial stewardship can be a key to perpetuat...

The vitality and longevity of a mature family enterprise depend on three key value drivers: the family economic engine, including both business and financial assets; the family itself, its culture and members; and “leakages” that include both cash flow management and estate planning. By operating in this context so that you manage your ...

Business owners and managers are looking to get rid of operational bottlenecks caused by outdated methods of storing and retrieving documents. What seems on the surface to be a pretty simple concept—convert paper to images and keep them on the computer—can become a challenge without taking time to put together a plan. The purpose of thi...

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.

Quarterly Highlights - PwC commissioned independent research firm BSI Global Research Inc. to interview 225 chief executive officers (CEOs/CFOs) of leading privately held US businesses in the first quarter of 2013. The interviewees were asked about their current business performance, the state of the economy, and their expectations for busines...

This paper, which draws from interviews and a survey of executives in privately held businesses in North America and Western Europe, explores how private companies are turning to emerging and fast-growing markets that, in the recession year of 2009, contributed to only half of the world’s GDP but accounted for all of ...

GYB is published by PwC’s Private Company Services (PCS) practice. This paper discusses the challenges privately owned businesses face, where the opportunities lie and suggests how you can effectively make the most of both. This issue features articles on: Emerging markets calling: Growth beyon...

This case study looks at four family members aged 16-23 encouraged by their father to engage more deeply in the family's philanthopy. The report outlines the process the family members went through and lists seven key success factors.

This paper answers frequently asked questions on how health care reform will affect companies with more than 50 employees. The report includes sections on options available to employers, penalties for non-compliance and the industries impacted the most.