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While the labor market remains volatile with the persistence of America’s Great Resignation, businesses face novel challenges to make sure they attract and retain the workforce they need to
With the passage of time, the fear-based approach of Wealth 2.0 has evolved to a more positive, strengths-based paradigm. This new approach—the Wealth 3.0—is a call to action for greater
When COVID hit, many business owners faced the dire realization that the insurance they paid so much for did not cover the business interruption resulting from the pandemic exposures. To help guard
The family office 5.0 model is changing how advisors deliver services. Strategic partnerships can help family office service providers better focus on delivering core value-added offerings. A
Digital assets have the potential to start (or perhaps already are) significantly altering the global financial landscape. Find out how and get insights on the why from guest Geron Morgan at BKD.
For charitably minded individuals, cryptocurrency investments—such as Bitcoin and Ethereum—held more than one year may provide a unique opportunity to leverage highly appreciated assets
When thinking about making a donation to support a charity, most of us immediately think about writing a check or typing in a credit card number. Even when we proactively think about using other
The trend of private equity (PE) firms seeking high returns in health care has been in full bloom for more than a decade. But whereas previously PE was focused on a top-down approach of buying
As families grow their investment function, the Chief Investment Officer (CIO) must provide insight and flexibility to serve varied and changing investment platforms. While much of the CIO’s
Without proper planning, digital assets could be lost. For executors, a challenge is often just determining whether digital assets are in the decedent's estate, and then determining the powers