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For the first time, more than half of the CEOs surveyed believe the rate of global GDP growth will decline. The finding is compelling because it reflects low confidence in their organization’s outlook, which has proven to be a reliable indicator of both the direction and the level of global GDP growth in the year ahead. Although U.S. CEOs are...

As states, localities, and health officials begin to set parameters around reopening businesses, bringing your people back onsite successfully won’t be as simple as flipping a switch. Every company is unique. But each company faces the same concerns: where to begin, how to keep people protected, when to communicate, and what’s the right...

As family offices and businesses prepare for a return to work in the post-COVID-19 environment, they face complicated decisions when trying to plan for a safe workplace. This medical intelligence report provides an overview on COVID-19 to help facilitate thoughtful discussions and a better understanding of official recommendations. It also inc...

Relief was offered when the First Coronavirus Response Act (FFCRA) was passed. The Act provided $104 Billion to help fight COVID-19 and protect workers and families from the health and economic impact of the virus. Other relief and guidelines are highlighted in this infographic for employers facing tough decisions under the pandemic environmen...

The spread of COVID has harmed communities and disrupted many sectors of the economy. For the small- and medium-sized businesses, the disruptions to economic activity have heightened the need for the creation of the Main Street Lending Program to provide support to those businesses. In this podcast, a discussion of the Program provides an over...

As states and cities begin to lift lockdown restrictions, stay-at-home orders and social distancing measures, it’s vital that businesses implement and communicate new protocols and safety precautions in the workplace before and after employees return. Prepare for reopening your doors with this practical Return-to-Work Toolkit that will help i...

Taking a risk assessment is a crucial part in developing a business continuity plan. In this podcast, learn more about the critical activities that can help your business continue the normal, day-to-day functions when a crisis hits. An IT Business Continuity Checklist is also provided to help you assess your company’s remote work capabilities...

The COVID-19 crisis has tested the acumen of leadership and the agility of organizations in ways never before seen. The opportunity for leaders now is to lock in these new ways of working and transform their workforces so they can accelerate through the turn and emerge stronger from this disruption. This guide contains insights, practical...

Businesses unable to apply in time for loans from the initial Paycheck Protection Program (PPP) allocation have another opportunity to submit an application after the U.S. Senate passed a bill appropriating additional funding for the program. Similarly, businesses that submitted loan applications which could not be approved by the SBA because of th...

On April 30, the IRS released guidance providing that Paycheck Protection Program (PPP) loan borrowers may not deduct costs that are paid for with loan proceeds that are forgiven under the CARES Act. Additional guidance is provided on this and other provisions of the PPP, including loan forgiveness and mortgage interest obligations. While PPP loan ...

Cyber criminals are taking advantage of the situation created by COVID-19, and employees can inadvertently expose sensitive data or facilitate a ransomware attack. This year’s Data Security Incident Response Report addresses the data breach litigation landscape and cybersecurity strategy. The intent of the Report is to use incident response d...

The passage of the Coronavirus Aid, Relief, Economic, and Security (CARES) Act brings much needed tax relief to individuals, families, and businesses. While the CARES Act provides many potential sources of relief, the focus here is on the key personal and business tax provisions in the Act, and how such measures can provide support in the short ter...

In this episode, Amy speaks with Dr. Dennis Jaffe, an organizational consultant, clinical psychologist, and one of the leading thinkers on how multi-generational families can enhance governance and empower next-generation leadership. Dennis and Amy talk about the impact of the coronavirus pandemic and how the uncertainty in today’s world play...

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 ...

As of the week of April 6, there continue to be diverse opinions among leaders within the United States on which policies and procedures will provide both a safe environment for employees and allow productivity to return to levels that are closer to those generated before the COVID-19 crisis. This Executive Summary provides an overview of the initi...