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Currently, family offices are typically exempted from the requirement to register with the SEC as investment advisers. But this may change after the United States House of Representatives Committee
Many successful families have put their shared values and goals in writing, often called a family constitution. A constitution can help build family unity and harmony, and the creation process itself
As no two families are alike, there is no one singular approach to family education—the cornerstone to a thriving, lasting legacy. The structure, topics, and educational methods all depend on
The risk landscape has shifted, and one thing is clear: Organizations must be resilient. Whether an organization faces a sudden event that strikes with little warning, or a risk that emerges over
The COVID pandemic has changed much about the business environment and operations, and anti-fraud programs must evolve along with them. To assess how organizations are preparing for the “next
While access to the privileges of wealth is a blessing in most instances, it can provide additional challenges in raising appreciative and self-sufficient children. As a parent, you play an
Sustainable investing that began decades ago as a fringe notion of investing to make the world a better place has soared in popularity in recent years. To understand what’s meant by sustainable
The perceived benefits of put options as a tool to protect against equity drawdowns are often outweighed by their complexity, implementation, and ongoing costs (both economic and behavioral).
Water damage is one of the biggest challenges for property managers. Improving plumbing infrastructure and creating a risk mitigation plan can be the difference between sinking or swimming until your
The deep knowledge and bone-deep pride of business ownership that keep a successful business thriving do not automatically trickle down to later generations. An investment in education is often