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As families consider their family legacy and ESG strategy beyond philanthropy, they are moving toward long-term stability and practices that benefit people, the planet, and the needs of future generations. It’s an enterprise mindset that understands the importance of establishing a robust governance framework and providing family members with...

Both your physical health and your financial well-being are connected to good habits and hard work. While good habits can help prevent negative health events, nothing is guaranteed. It’s important to have plans in place to mitigate the stress that can result from a change in your physical or mental condition. Along with addressing your long-t...

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 global risks landscape. ...

Developed in collaboration with the World Economic Forum, this 18th edition of The Global Risks Report outlines the major risk issues and trends leaders like you will face in the coming years. This go-to resource provides detailed insights into the priorities and strategies of your peers—and gives you actionable steps to build resilience in th...

At the beginning of any new year, startup founders are faced with a choice: stay the course, grow, or sell. Before plotting your next move in this current market of soaring inflation and other headwinds, there are key factors to consider.

Despite the challenging economic headwinds and shockwaves of 2022 continuing to reverberate, there are silver linings for those who focus on planning for the long term. In looking ahead, we examine wealth planning strategies through the power of resilience from four different lenses: multigenerational families, business owners, women, and philanthr...

Beginning with the story of an older brother receiving a credit card to purchase a bike, his sister sets out to learn more about the basics of borrowing. She has seen her parents use credit cards, but the truth was, she didn't really know much about them. Through questions and examples, she explains how it works.

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.

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...

Family Office Exchange CEO Sara Hamilton joined representatives of two successful multi-generational families to help illustrate best practices for taking a long-term view of family opportunities and challenges during this 2012 FOX Fall Forum session.Peter O’Neill, director of Rockefeller Financial and former chair of the Rockefeller Family Council...

Without the usual financial pressures of family wealth, how do you teach your children about money, work, and personal responsibility? Because the stakes are high at this point in your family journey, this article by NEPC recommends starting with the family fundamentals and a sense of purpose for the wealth. It further outlines a reliable 1-2-3 str...

For prominent and wealthy families, personal security and safety have always been a top concern. But too often, addressing family security comes after a triggering event. Having a proactive plan that views family security as part of a total risk management strategy will mitigate and reduce preventable crimes. The approach should include protecting ...

Estate planners and advisors will need to contemplate the political climate in an election year, particularly given certain political opposition to the extensive changes made by the Tax Cuts and Jobs Act of 2017. Key considerations and trends that provide planning opportunities in 2020 and beyond include strategies to utilize the increased federal ...

The COVID-19 crisis continues to disrupt everyday life. In response, the CARES Act of 2020 was signed into law in the U.S. to provide some relief. A summary of the key provisions in the CARES Act for individuals include delayed due dates for tax returns, enhanced charitable contributions, no required minimum distributions from IRAs and retirement p...