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Each family’s legacy is as unique as the family itself. It can be a bloodline, a name, heirlooms, a legal entity or family stories, myths, and artifacts. In this fourth and final report in the series on family business succession, key insights are shared on the important role that legacies play in uniting the core purpose of the business with the f...

Choosing the right governance practices in a family business is a critical ingredient for its long-term sustainability. This report—the third in a series of four on family business succession—examines the many layers of family and business governance systems and mechanisms and the ways in which the evolving principles of good governance c...

Emerging from the shadows is the increasing number of women in the workforce, and it marks one of the most significant changes in economies throughout the world in the last 40 years. This report—the second in a series of four on family business succession—takes an up-close look at the demographic shifts that are changing the role of women in f...

There is an evolution taking place in the world of succession that is aligning the overall purpose of the family business with the motivation and beliefs of NextGen leaders. This report—the first in a series of four on family business succession—explores the courage to choose the right successor at the right time and provides the six key consi...

To advise more effectively, financial advisors to the rich seek to develop a profound understanding of their clients’ attitudes toward money and life. But there is so much more than the amount of a client’s assets that can affect his or her attitudes, goals, and tolerance for risk. In this full research report and through the lens of ri...

Protect your organization against cybersecurity. Be cyber smart and learn more about combatting ransomware in the time of COVID-19, how cybersecurity continues to be a top issue for retirement plans, and how to assess the gaps in your cyber coverage and reduce your exposure.

In this podcast, two industry experts discuss how boards’ oversight of data governance within their organizations is changing to meet the opportunities and risk in the rapidly evolving digital space in which organizations are conducting their business. The key takeaways:Boards need to understand how their organization balances the value data ...

Board oversight is critical in the management of cybersecurity as a whole, but especially for ransomware, since the increase in attacks year-over-year is up as much as 715% according to a study by Cyber Florida at the University of South Florida. If it isn’t already, cybersecurity should be on your board agenda at every meeting. As a starting...

Join host Damien Martin in his ongoing quest for insights and best practices for affluent families and their advisors as he sits down with guest Jeff Davidson to unpack the often mystifying and sometimes daunting world of the family office. Here’s what’s covered: Who is Jeff Davidson? @02:35 Developing a national family business succession pl...

This checklist and visual representation of a home is a helpful guide on how to protect your privacy while working from home. These simple tips can be a difference maker.

Remote work, IoT devices, and new technologies create risk for your personal data at home. Learn how you can mitigate these risks with this infographic.

All modern vehicles are vulnerable to cyberattacks; particularly as “smart cars” become more prevalent, hackers have greater opportunities to penetrate, control, and steal information from vehicle systems. Learn about the types of cyber attacks that are prevalent with smart cars and what you can do to avoid them.

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.

Climate change is impacting affluent homeowners in the form of insurance premium hikes and non-renewals. Learn how to safeguard your property and lifestyle with the right coverage.

When a catastrophic event occurs and total loss and devastation ensues, the reality is that people may decide not to rebuild, and in some cases abandon their ‘property.’ While the choice remains with the owner of the property as to whether or not to repair, there are conditions within your insurance policy that you need to consider.