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In light of recent and widely reported art market litigation, many collectors, advisors, dealers, and galleries are more cautious and confused than ever about how to go about buying and selling art and collectibles without losses or lingering liabilities. In this article, Judith L. Pearson of ARIS Title Insurance Corporation discusses the rise...

This paper is a guide for employers, family offices and households to establish an effective onboarding strategy that spans a new hire's first full year of employment.When well designed, well managed and well executed, onboarding can have a dramatically positive impact on a household's entire operation. Onboarding can:provide a new hire wit...

Every day we use smartphones, tablets, computers and other digital devices to access, transfer and store information, conduct financial transactions and operate many other aspects of our lives. Your digital assets include all of the digital devices you own, all data stored in them and on external servers, and all of your online user accounts. ...

In this article highlighting the importance of title insurance for fine art, Stephen D. Brodie of Herrick, Feinstein LLP, finds that:The economic value of fine art has become high enough, and that the risk of a title problem is real enough, that it is time for convention to change.Title insurance is readily available today, and should become a stan...

This paper lays out general insights around art as an asset class and how best to mitigate risks inherent in art-related transactions to buyers and sellers, financial institutions, trust and estate practitioners, and art investment vehicles. As we look toward the future, we can expect that globalization and structural ineff...

Donors take care in planning their charitable giving over a number of years. As those plans unfold, however, natural disasters or tragic events can become an unexpected priority for giving. Ensuring that contributions provide the support intended by donors is not as straightforward as it may seem. Knowing the pitfalls that dot the landscape of...

Wealth management and tax planning, done right, require care and a thoughtful approach. Helping you be vigilant in these and all other aspects is the purpose of this guide, which walks you through the key concepts and approaches pertaining to tax planning, investing, charitable giving, estate and gift planning, business succession, family meetings,...

In light of the increased cyber fraud of email accounts, firms should adopt client callout practices to confirm third-party wire requests received through email. Faxes, voice mail messages and emails should not be used to verify wire transactions. Client education makes these types of money movement controls more acceptable and encourages clients t...

For wealth management organizations, the slow growth in number and assets of their target client pool is disconcerting news after a brief period of great opportunity for those firms with the proper skills and support infrastructure. The challenge going forward will be to demonstrate to existing and prospective clients that they can provide a compel...

Technology has always outpaced regulation, and social media is no exception. This paper examines the main social media outlets, provides tips for advisors that choose to navigate these sites and lays out a best practices framework for developing a comprehensive social media policy.

With an estimated 82,000 variations of viruses and malware released every day by hackers, how can you keep your client data secure? There is no room for complacency when it comes to the security of your client data, yet it is easy to become apathetic when nearly every day another cybersecurity breach is reported. This article provide...

Family businesses are an essential source of prosperity and stability to both our global economy and our society. The characteristics and practices of large, long-lived family businesses serve not only as a model for other family businesses but also for all companies that aspire to maintain an entrepreneurial spirit, innovate and maintain growth. T...

Effective Board oversight demands information that is current and relevant. However, the natural gaps that exist between what management communicates to the board and what the board needs to know, often creates inefficiencies and ineffectiveness of oversight. This report tackles these issues of disconnect between management and the board and offers...

A new era of family wealth has driven an explosive growth opportunity for providers and placed far greater demand on their resources. This webcast will cover our perspectives on the changing nature of demand among families of wealth, check-in on the health of the UHNW business and discuss how firms balance growth and demand in this new era. Thom...

Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. ​This webcast will discuss some of the challenges presented by this shift in our industry. Will this new shift cause a meaningful departure from common past practices and spur the adoption of new ones? How prep...