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Effectively adapting to adjustments in economic culture and wealth is often difficult and requires families to balance past tradition with the need to move forward. Internationally-recognized family wealth psychologist Dr. James Grubman joins host Damien Martin to discuss the dilemmas, decisions, and challenges that come with wealth and share real-...

If there were any lingering doubts about the necessity of digital transformation to business longevity, the coronavirus has silenced them. With rare exception, operating digitally is the only way to stay in business through mandated shutdowns and restricted activity. It’s go digital, or go dark. With the right approach, businesses can come ou...

Identity theft occurs when personal information about an individual is stolen and used typically for financial gain. Criminals can obtain personal information electronically through hacking or illegally purchasing information from the Deep Web/Dark Web. They can also obtain information through paper records that are not properly disposed of or secu...

A credit freeze is a free mechanism that allows you to restrict access to your credit report. Although there are limits to a credit freeze, it will generally prevent thieves from opening new accounts in your name because most creditors require a credit report before extending you credit. Learn how to initiate a credit freeze and restrict access to ...

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...

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...