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In today’s global economy, more companies than ever have employees in numerous countries, often relying on a mobile global workforce to expand into new markets and meet strategic and
With the shift moving away from a fear-based approach to a more positive paradigm, Wealth 3.0 presents the way forward in the wealth advising community. In practice, Wealth 3.0 empowers family
Losses from extreme weather events continue to reduce the availability of insurance coverage in higher-risk areas, while increasing cyber threats and tort exposures are raising premium costs.
After each year, it is important to look back and reflect on the previous year and make a fresh set of projections for the year ahead. While predictions are not perfect, they help set the framework
Effective tax planning can accomplish much more than limiting the tax liabilities for the current and future years. With a closer look at the federal state and gift tax exemption levels and other tax
What the FTC’s Proposed Ban on Employee Noncompete Agreements Could Mean for the Technology Industry
The Federal Trade Commission (FTC) has recently turned its focus to employee noncompete clauses, with the agency announcing a proposed regulation that would implement a near-comprehensive ban across
When we look back at previous generations, it could be argued that the primary focus was generally on creating wealth for wealth’s sake. But current next-generation family members are changing
In this time of turbulence in the marketplace, private companies eyeing an exit should concentrate on building internal efficiencies to get maximum valuations when the time is right. With a focus on
For an investment committee to be effective, there must be a written committee charter that will help guide and add value to a portfolio. Following five core elements tailored to fit any family
There’s a surging demand for smarter solutions across every aspect of business. And digital transformation promises results in the face of economic pressures and budget cuts. While there may be