A combination of health, economic, and financial challenges has created a higher level of uncertainty than ever before—worse even than the 2008 global downturn. However, COVID-19 has created a wide range of opportunities for family offices to update their approaches to investment management, tax, and estate planning, and governance. Learn wha...
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A growing demand for a more equitable and inclusive society has emerged in a year marked by turmoil and uncertainty. Fixed income issuers are starting to respond to that demand by offering social bonds. Through this innovative vehicle, see how muni investors have the ability to effect systemic change and make a positive impact on society.
The housing market’s role as one of the key drivers of the current recovery has been notable and stands in stark contrast to its role as a key driver of the last recession (2008-2009). Its surprising resilience is due in part to the pandemic-induced demand for housing, ultra-low interest rates, and pre-pandemic demographic trends. The longer-...
Washington will be a different place under a Biden administration, but it won’t be a different enough to cause a seismic shift across the investment landscape. While some observers fear a divided government may inevitably lead to gridlock, a more likely outcome is compromise—meeting halfway in a few areas. It will be a mixed bag for mun...
The digital assets world continues to change every year, as the industry begins to go through the maturation phase. The remainder of 2020 and next year will bring new challenges, as well as new opportunities, for the ecosystem. Staying informed will prepare you for what lies ahead. Today’s top cryptocurrency tax topics include Form 1099 compl...
When it comes to a return on company culture investment, the days of uncertainty are over. Culture can no longer be seen as a soft extra. Culture is now a proven science, backed by rigorous research and statistical analysis. The fact that businesses can establish a quantifiable link between culture and financial performance unlocks incredible ...
For leaders and organizations, it has been hard to make the right moves amid the COVID-19 pandemic. But during any time of crisis, it's people who are the ultimate differentiator. In this Briefings Magazine issue, it begins with a cover story on Reading the Future and the questions on every CEO’s mind. Other voices in leadership share the...
A new normal has emerged out of the COVID-19 pandemic, particularly for business owners who are ready to reopen. With each operation unique in its needs, reopening can feel both invigorating and overwhelming. A list of resources are provided here to help you move forward confidently. Not only is this a time to restart and rebuild, it&rsqu...
Returning to work in the midst of the COVID-19 crisis presents employers with unprecedented workplace and employee relations challenges. As the Southern states move ahead with phased plans to reopen, it is important to have the right strategy in place for employee safety, absence management and risk mitigation. The HUB Risk Services team discusses ...
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...
In this conversation, Peter Begalla—a well-known family enterprise consultant and a trained family therapist—talks with Amy Hart Clyne about the pressures that families are experiencing and how family decision making and governance have become truncated during this unprecedented time. Peter offers an insider's perspective and shares...
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...