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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...

Robotics and artificial intelligence seem to allow us to do more with less, but this isn’t reflected in productivity measures. In this paper, we identify a phenomenon that helps explain the post-2000 decline in productivity growth: a stagnation in the expansion of new ideas, as measured by the “Idea Multiplier.” We also expect pro...

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...

Whether responding to a cataclysmic event or providing sustainable financing to solve structural issues, philanthropies around the world are taking a fresh look at their approaches. As part of this examination, organizations are beginning to consider how philanthropic timelines factor into their efforts to more effectively and strategically address...

Philanthropic activity within the global wealth community has been growing over the last three decades. This report aims to capture trends in family philanthropy, particularly as they relate to strategic time horizons in giving. As established players mature and new ones come into the fold, philanthropists will need to engage in thoughtful analysis...

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...

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...

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 question of how to structure a trust is of increasing importance, particularly in light of recent trends, including the expected ruling in North Carolina Dept. of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust. One key decision that families and their advisors have regarding long-term trusts is whether to establish a single pot trust ...

It is an unfortunate reality that in trying times some people will attempt to take advantage of situations for personal gain. Be alert to scams including (1) phishing emails that purport to provide help or solutions to the coronavirus/COVID-19 situation, but are actually intended to induce a click that leads to ransomware, (2) price gouging, and (3...

In light of COVID-19 and state and local stay-at-home orders, many businesses have greatly increased the number of remote workers. Firsttime remote workers—and some seasoned remote workers—need to be aware of hidden pitfalls in the gadgets and apps they are using while working from home.

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in the U.S. on March 27, 2020. The legislation has brought about sweeping changes meant to provide relief to individuals and businesses. As part of the CARES Act, certain changes were made with respect to tax benefits to incentivize charitable giving.

The COVID-19 pandemic has caused significant burdens for employers and employees alike. While some businesses struggle to survive, others are fortunate enough to be in a position to help employees as they face hardships created by the crisis. Many employers in the latter category are looking for ways to best help employees who are facing financial ...

The COVID-19 pandemic has caused investors around the globe to ditch risky assets in favor of safer alternatives. Many have looked to gold as the place to park capital in hopes that the commodity will gain value during the current market rout. Gold is viewed as a safe haven, expected to deliver a degree of protection when equity markets become more...