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Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corp...

Teaching the joys, benefits, and responsibilities of philanthropy is often a top-down process. For most families, the starting point in encouraging a philanthropic mindset in children is to identify specific values that matter to them and to live by those values. Most important, continue to set a good example through meaningful actions an...

In the aftermath of a natural disaster, businesses will need to take the important steps to recovery. Here is a checklist to help guide you through that process. For additional tips and guidance on how to prepare for other disasters, see the following: Hurricane Safety Checklist Evacuation Checklist: Preparing for a Hurricane or S...

Being prepared and knowing how to respond to a hurricane or storm makes the difference in minimizing damage and protecting you, your family, and property. Here is a checklist to help guide you on what to do before and during hurricane season.

The wildfire season has caused unprecedented damage across the United States. With drought conditions prevalent across much of the western United States, the wildfire outlook continues above normal wildfire conditions. Learn what you can do to be prepared for it.

If you have been ordered to evacuate a storm area, knowing how to respond will help you protect your family and home before and after an evacuation. Learn the important steps to take when local authorities ask you to leave your home.

Before a hurricane or storm hits, plan in advance by having an evacuation “Grab and Go” checklist, with special considerations made for children, infants, and pets. Continue to follow all evacuation orders and allow for enough time to pack and inform family and friends if you need to leave your home.

As enterprising families expand across generations, they often stray from their entrepreneurial wealth creation roots to a more risk-averse wealth-protection mode. However, if maintaining shared family capital across multiple generations is the goal, wealth protection mode is not an ideal strategy and may have some unintended consequences. Building...

It is not uncommon for enterprising families to end up making sub-optimal capital allocation decisions due to limited visibility into, and planning around, the entirety of their shared family assets. To optimize the value of shared family capital, both the business and other entities or advisors in the enterprise ecosystem must work in harmony. Wit...

With climate disclosures like TCFD (the Task Force on Climate-related Financial Disclosures) being mandated across the globe, it’s time for risk management professionals to prepare for it. This playbook explores climate-related disclosures through the lens of risk and insurance, providing you with the information, specialist insight, disclosure req...

The inflationary vortex has been the result of several forces—some unforeseen or unforeseeable—spiraling upward. In this forecast, the focus is on the three catalysts that are expected to impact tomorrow’s inflation outlook: the U.S. labor market, China’s economic and demographic evolution, and the role of the green energy. Between these themes, th...

How can an organization be confident it is agile enough to react to the unknown and the evolving risk landscape? One of the best ways is by establishing a strong risk culture. In this e-book, Baker Tilly practitioners take a closer look at some of the critical risks that organizations are dealing with now, how those risks have evolved in recent yea...

The wealthy today are more optimistic about their financial opportunities—but they are also more worried about the risks they face, recognizing that their wealth could be lost in an instant in the face of threats like catastrophic weather events, cybercrime, theft, and liability settlements. To further gauge their concerns (and changing aspirations...

By assessing the impact of global warming and the transition to “net zero” on the economy, this paper focuses on three dimensions: the direct physical impact of higher temperatures, the effect of stricter environmental policies, and the boost from greater “green investment” to help mitigate and adapt to climate change. While the physical impact of ...

Extreme winter weather is responsible for hundreds of deaths and substantial financial losses in North America each year. By taking proactive measures, you can ensure you’re better equipped to handle the challenges winter storms present. Stay safe and use this checklist as part of your risk management plan to help you prepare, respond, and recover ...