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One question that is often asked when working with family offices is “What are families like mine doing”? The interest in the answers is even greater during periods of crisis, such as the COVID-19 pandemic. Some of the world’s best investors and wealth stewards share their thoughts and insights into the unique challenges facing fa...

The stimulus package provided from the Coronavirus Aid, Relief, and Economic Security (CARES) Act includes the Keeping American Workers Paid and Employed Act, which offers financial relief to help prevent workers from losing their jobs and aid businesses affected by the economic downturn. Here is a summary of the Act’s key sections that provi...

The Coronavirus Aid, Relief, and Economic Security (CARES) Act contains multiple tax-related provisions intended to offer relief to both businesses and individuals. We outline key provisions of which businesses and individuals should be aware, including those governing retention credits, payroll tax deferrals, recovery rebates, and modifications to...

In light of the recent severe weather events around the world, the Intergovernmental Panel on Climate Change’s Special Report on Global Warming of 1.5°C has caught the attention of the media and the public. The coordinated action of governmental policymakers, politicians, and scientists will be required to address the serious concerns rai...

Privacy and data security are issues that every company needs to pay attention to. But how do companies comply with all the various laws between Europe with the GDPR and in California with the California Consumer Privacy Act? In this video series on data management best practices and privacy strategy, you can:learn about the best practices for...

No matter your industry, your company is a data company and for that reason, we are in a post-data world. Gen Z—your future customers and future employees—are already digital and they control over $100 billion in consumer spending today. In this video series, learn how to adopt a strategy that treats your data as the pre-tangible a...

In this webcast, experts from Marsh’s Cyber Practices take a closer look at how changing cyber risk exposures, regulations, and best practices will change the cyber risk management landscape in 2019. Download and view the Cyber Landscape 2019 slides as you listen to the discussion that includes:The impact of new regulations and laws on the wa...

New cyber breach scenarios are constantly emerging, and they bring with them a variety of new claims. The fact that there’s no industry-standard cyber policy language makes it a tremendous challenge to ensure your Cyber Risk insurance will really protect you. Insurance oversight can lead to costly consequences. It’s critical to know the...

On March 7, 2019, the U.S. Department of Labor (DOL) finally released its proposed rule to expand the overtime protections in the Fair Labor Standards Act (FLSA). The rule would increase the salary an employee must receive before being deemed overtime-exempt to $679 per week – $35,308 per year (and $147,414 for highly compensated employees). ...

Single family offices (SFOs) have long been an established way for wealthy families to create accountability and structure around the myriad needs of family members. Yet decades of experience have revealed that families too often fail to recognize—or choose to ignore—early signs that an existing SFO structure is cost prohibitive or fail...

Over the past decade, matriarchs and patriarchs of successful families have been shifting their focus from their children to a broader group of individuals, such as grandchildren, siblings, and nieces. Often, they choose to create family banks, which are typically trusts that are funded to help individuals pursue entrepreneurial opportunities, vent...

According to the 2018 Global Risks Report, cybercrime is the top risk for business leaders in advanced economies, as well as the risk most likely to intensify. In fact, with the rising frequency of data breaches, cyber risk is now a common exposure for individuals, families, family offices, and their related enterprises. To help you assess your cyb...

As the realities of digital change, evolve, and grow, the CIO position has become more critical. The CIO as “IT operator” is a construct of the past. The role has evolved to include business strategy co-creator, change instigator, and innovator. Successful CIOs operate in an environment of cohesive collaboration to bridge the long-stand...

CFOs are feeling the rising pressure of leveraging new technology, such as cloud computing, robotic process automation, and various analytical tools, to improve the performance of their organizations. Beyond the basics, the finance organization needs to be a driver in implementing new technology to better manage financial and business information u...

Whether an employee leaves for another job or because the employer decided it was time for the employee to go, employers typically need to figure out how to replace a departing worker. Sometimes, the break is clean. Other times, it can be complicated. Regardless of the reason or circumstance, now-former employees may have post-employment obligation...