Filters
Cybersecurity is a known and growing risk that all family offices need to address. The potential of a cybersecurity attack is no longer a matter of whether it will happen, it’s now a matter of
Several trends are influencing the property market, including the high costs of reinsurance, which primary insurers typically pass along to policyholders; strong demand for limited capacity; ongoing
By definition, captive insurance is a risk-financing mechanism in which an organization insures itself against future losses. In a tough insurance market where premiums are high and presents other
During the middle of the most challenging personal insurance market in a generation, family offices are seeking partnership and guidance more than ever. Helping family offices and wealthy families
Owning a private aircraft can provide many advantages for high-net-worth individuals, business owners, and entrepreneurs. However, it’s important to understand the tax complexities and costs
Acknowledging both the potential and the challenges associated with artificial intelligence (AI), the White House has issued a 100-plus page Executive Order titled “Executive Order on the Safe
The advances and integration of artificial intelligence (AI) in financial markets are raising novel risks for broker-dealers and investment advisors. The risks include, but are not limited to
The Senate Bill 54 (the “SB 54”) was signed into law in California and will take effect March 1, 2025 for all investments made during calendar year 2024. The law will require “
Starting January 1, 2024, the Corporate Transparency Act (CTA) will go into effect. All entities formed or registered to do business in the United States will need to either confirm they qualify for
The cyber landscape is always evolving and requires proactive diligence, effective controls, and regular education to significantly reduce the risks. While the volume and complexity of threats