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Family Businesses in the United States fuel the country’s economic engine. Research shows Family Businesses employ 59% of all US workers and generate 54% of GDP, (“2021 Contribution of Family
Once a niche market within the investing environment, the idea of vision investing—the integration of values-alignment, investing with impact, and ESG into an investment process—has
Every family’s succession journey is unique, and the change can feel uncomfortable. To help navigate that transition in leadership, 32 former family office CEOs offer their succession stories
The new reality in traveling aboard has fundamentally changed in a pandemic environment. For the high-net-worth individuals and their families, the risks present both physical and financial threats
2022 should be viewed as a transition year as the global economic and investment environment evolves in search of a new reality. Inflation and central banks will be in focus, along with other shifts
Responsible investing has taken the investment field by a storm and become mainstream. Looking ahead, investors continue to be particularly interested in two predominant ESG themes that have been
Flexible trust planning has never been more important as a result of current and future health, political, economic, and tax uncertainty. Modern directed trusts are one of the best vehicles to
Last year was another challenging and disruptive year for public health and global trade. Despite pandemic-driven dislocations, supportive government policies propelled most economies and “risk
In this conversation, U.S. Congressman Darren Soto of Florida's 9th District tells us what the U.S. Congress is doing to regulate crypto currency and its inevitable introduction into the
In this outlook of forward-looking perspectives, experts provide specific, timely advice on how to articulate your unique vision for your wealth across key societal and financial themes for