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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 global economy faced a high degree of difficulty in 2023, but it earned high marks with continued growth, labor markets remaining strong, and declining inflation amid the ongoing expansion. The
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 “
More family offices are embracing emerging technologies to optimize their operations and prepare for future opportunities; however, success hinges on establishing a clear future-state vision,
Creating portfolios that are customized to a family’s unique investment goals and risk tolerance requires ingenuity and flexible thinking. However, the execution of risk management should be
As auction sales level off in 2023 from the highs reached a year ago, the art market recalibrates with more conservative pricing, risk management, and an unquenching demand for A+ works. Heading into
For leaders of founder-owned companies, simply making the decision to sell or bring in an outside investor can be anxiety inducing. The transaction process itself is often filled with apprehensive
Trusts are valuable tools frequently used to transfer wealth within families, preserve and protect wealth, and reduce taxes. Understanding trusts and the role of the trustee is important for the
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