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The possibility of dramatic tax changes on lifetime gifts and after an individual’s death has increased with introduction of the For the 99.5 Percent Act and the Sensible Taxation and Equity
Monitoring concentration in investment managers is an important component of portfolio risk management. While portfolio-level analysis on liquidity, beta, and volatility are frequently monitored, a
Singapore has been trending upward—becoming the place that is increasingly synonymous with family offices. Since 2019, Singapore has seen a growing number of high-profiled businesspeople
While April may be the official month of financial literacy, investors should commit to staying informed all year round. Whether dealing with terms like meme stocks (stocks that typically trade on
Building children’s resilience requires lifelong learning. In this webcast, Alexandre Monnier and Joline Godfrey discuss the opportunities—and challenges—of financial parenting in
Needing to meet the challenges of tax compliance for investment partnerships, chief financial officers are demanding more timely tax and financial reporting, along with the need to report and respond
When guiding how your organization drives value through tax efficiencies and financial reporting, don't be surprised if the C-suite is looking for tax leaders to be technology experts.
When a ransomware attack happens, it forces many organizations to make a difficult choice—pay the ransom or experience prolonged business or data loss. But there is also another complication
There’s a common sentiment that COVID-19 will have an impact on investment strategies and the types of investors that will be active over the next few years. While 2021 may turn into a feeding
Even if you are not yet ready to share the family's wealth numbers, communicating your intentions to the next generations promotes family harmony and is a best practice for successfully