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Women in Business 2023: The Push for Parity
Grant Thornton
While there’s been progress in the number of women in senior positions, this year's research shows it is concerningly slow. At the current rate, it will take another 132 years to close the
How to Talk with Your Family About Wealth
Baird
For a variety of reasons, Americans tend to be reluctant to discuss the specifics of their wealth—especially with adult children. While there may be discomfort around talking about wealth,
A Deeper Dive Investment Policy Statements for Families
HighView Asset Management
For the wealth management advisors who have adopted a consultative approach over a transaction advice model to manage their client wealth, the Investment Policy Statement (IPS) is the crucial link
4 Reasons to Look at Asia
William Blair & Company
As China eases its zero-COVID policy, it should see more foreign direct investment (FDI) inflows. Still, Asia ex-China stands to benefit from supply-chain diversification efforts, particularly in
7 Private Equity Predictions for 2023
BDO
Deal-making has been up and down in the M&A market from 2020 to today, creating a state of uncertainty against the backdrop of rising interest rates, inflation, and geopolitical strife that
Beyond the Business: 2022 Business Owner Benchmark
Northern Trust
Business owners are a special breed of worker, with more than half never planning to retire. From navigating an ever-changing business land to pursuing interests beyond their company as part of their
Understanding Your Philanthropic Purpose, Motivations, and Values
National Center for Family Philanthropy
For your philanthropy to be meaningful and effective, it is important to define, refine, and periodically revisit your philanthropic purpose: to understand your motivations for giving, the collective
Building and Navigating Your Personal Financial Plan
Rehmann
While it can happen at any time, it’s usually at year’s end that brings a wealth of considerations to the table for individuals—setting the right tax strategy, determining your
The Great Advantage: Outsourcing
Rehmann
If your family office is like many small- and mid-sized organizations, you could use additional help but assume it’s costly to go the outsourcing route. In reality, what is high-cost and high-
The Energy Sector is Not What it Used to Be
NEPC
As traditional oil and gas companies face a range of challenges, including the emergence of alternative and renewable technologies, investors must find new ways to navigate the energy transition. For