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The New Family Office 5.0 Model: A Flexible Solution for the Evolution of the Family Business
Plante Moran
While the goals of most family offices remain constant, family office operating models are continually evolving. Learn how current trends and new technologies are giving families unprecedented
10-Year Capital Market Assumptions, 2021
BNY Mellon Wealth Management
Based on a 10-year investment time horizon and the impact of COVID-19, the overall results of the 2021 capital market return assumptions are mixed for approximately 50 asset classes around the world
Stimulus, Debt, and Gold: Is Gold the Only Way Out for Central Banks?
USAGOLD
In an uncertain market where each unfolding economic disruption is met with increasingly emboldened central bank intervention, economists are predicting accelerating declines in the value of all fiat
High Net Worth Outlook 2021: Catastrophic Claims Threaten Lifestyle and Legacy
HUB International Personal Insurance
The frequency of $1 billion+ dollar weather and climate events in the U.S. have more than doubled in the last two decades. For properties in high-loss areas, this could mean more than a 30%
Evaluating Family Office Real Estate Risk in 2021
Marsh & McLennan Companies
The events of the last year have made the traditionally predictable world of real estate more chaotic and unclear. For family offices that invest in real estate, it means recognizing that every phase
Peer Roundtable: How Faith-Based Investors Are Navigating COVID-19
NEPC
Against the backdrop of the pandemic, this roundtable discussion was centered around faith-based institutions that seek to align their investments with the belief systems that guide their
2021 Outlook: What's Next for Healthcare Information Technology?
Waller Lansden Dortch & Davis (now part of Holland & Knight)
Regardless of the sector, nearly every healthcare organization has made significant investments in technology, as data and computing became essential in the healthcare setting during the COVID-19
2021 Outlook: What’s Ahead for the Home Health and Hospice Sector
Waller Lansden Dortch & Davis (now part of Holland & Knight)
2020 was a chaotic year for many industries and the COVID-19 pandemic created a host of challenges for providers in the home health and hospice space. For investors and business owners in that space
Beyond COVID-19: Vaccines and the Workplace, Understanding Employment Law and Vaccines
HUB International Personal Insurance
As the COVID-19 vaccine becomes a larger part of the national conversation, employers will need to assess and/or develop a vaccination policy and plan. Employer-driven vaccination programs require a
The Resilience Playbook: From Recession to Recovery and Beyond
BDO
The world has changed since COVID-19, and the most successful companies will use this time to review their long-term strategy, competitive advantages, and organizational agility. This playbook lists