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Family business leaders face unique challenges during this global pandemic. In addition to the health and economic factors facing all businesses today, many family business leaders have close personal ties to their employees and communities, some going back for generations. Family business leaders can use this time to enhance communication and educ...

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...

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...

In this Around the World with Yusko (#ATWWY) webinar, we explain why it’s time for investors to load up on CARBS—China, Argentina, Russia, Brazil, and South Korea—in their investment portfolio.

There is much wisdom about the folly of prediction. But the process of thinking about variant perceptions and alternative scenarios is valuable to our investment process. With a nod to Byron Wien, the former Morgan Stanley and Blackstone Strategist who originated the annual 10 Surprises idea, we begin with the first potential surprise for...

In a rapidly changing environment, we all must learn to adapt our thinking about the optimal way to invest our capital for long-term success and that entails taking our cue from Charlie Kindleberger on the equity markets today and our cues from Charlie Noyes (and the other Crypto Charlies) about blockchain, crypto, and Bitcoin. Charlie Darwin ...

Irrevocable trusts have been part of estate planning for years. They have been used for a variety of purposes, such as to remove assets from a person’s estate in order to reduce taxes, to protect assets from creditors, and to provide management of assets for beneficiaries. However, many do not like the idea that the trust is irrevo...

At the ArcView Cannabis Investment Forum, a panel of leading private fund managers and industry analysts evaluated the booming yet trepidatious cannabis capital markets and predicted the developments that will most significantly affect investors in 2019. While the hype surrounding the cannabis industry is palpable, institutional investors have rema...

High-net-worth families are increasingly looking to direct investments, a strategy gaining popularity with institutional investors. Direct investments appeal to wealthy individuals and family offices because they not only eliminate the management fees charged by investment firms, but also because the investments can align more closely with the valu...

With over 500 million people and the fourth largest collective economic market in the world, the Mexican, Latin American, and South American markets hold great opportunity for investment and growth for multinationals. However, because of various incidences of political upheaval and economic changes, it’s important for C-Suite executives to un...

More than 70 business owners, investors, potential cultivators, and dispensaries attended a half-day seminar on legal considerations for cannabis companies. While there, they covered a number of issues from the conflict between state and federal law, what people need to know about forming companies and investing in the cannabis industry, real estat...

This guide provides a holistic review of the current cannabis laws in every state and the District of Columbia, from most favorable to cannabis businesses to most restrictive. In addition, you can find each state in alphabetical order. Jurisdictions are ranked on eight different factors, including business opportunities and support for ongoing...

Cryptocurrency is experiencing a surge in interest from mainstream investors and corporations worldwide. In this cryptocurrency series, we focus on the evolution of bitcoin moving from fad to mainstream; the role of virtual currencies in the global markets and the impact on the regulatory environment; the crime in the world of virtual currency, inc...

The California Consumer Privacy Act (CCPA) is one of the most significant regulations overseeing the data-collection practices of companies in the United States. Other states are expected to follow California’s lead. So how can companies keep up with the changes in privacy law and compliance requirements that vary widely across borders and na...

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...