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Protecting Your Family from the Unexpected When Hiring Domestic Help
Warner Norcross + Judd
Hiring domestic staff such as nannies, personal assistants, and housekeepers can expose you to liability issues and danger from unscrupulous employees. It is important to understand your areas of
Safety Checklist: Hosting Social Events
USI Insurance Services
A host can be held liable for injuries caused to a third party if an intoxicated guest causes a car accident. If guests are injured on the premises due to hazardous conditions, the homeowner can be
Checklist for Overseas Travelers
USI Insurance Services
International travelers are vulnerable to a wide range of risks, including political unrest, natural disasters, and medical emergencies. The financial impact of these events on travelers can differ
ESG, SRI, and Impact Investing: A Primer for Decision-Making
Vanguard
Interest in various forms of impact investing has been growing, but the array of terms—ESG, SRI, Green Bonds, and Engagement—in this area has contributed to investor confusion. The
Intergenerational Wealth Transfer
Key Capital Private
Wealth brings with it some important considerations, including the obligation to have an approach to managing it. For families of significant wealth, it primarily revolves around the requirement to
10 Steps to Financial Freedom in Your Twenties and Thirties
GenSpring | SunTrust Private Wealth
On the journey to obtain independence and achieve financial success, the priorities usually include having a good educational experience, a sound resume and a career with a nice salary. That journey
The 25 Best Practices of Multi-Generational Families
GenSpring | SunTrust Private Wealth
From experience and internal research and collaboration with experts and families over the years, 25 non-financial best practices have been identified as having a positive impact on the ultimate
Freedom Within a Framework: The Key to Raising Responsible Owners of Wealth
GenSpring | SunTrust Private Wealth
Though the challenges to successful wealth transfer across generations may seem overwhelming, they can be overcome. Within the framework of open and honest communication and education, preparing the
You Cannot Not Communicate: The Importance of Family Communication
GenSpring | SunTrust Private Wealth
Communication is found to be the most important factor for cohesion in families and sustainability of family wealth. As one of the key tenets to happy, healthy, and thriving families, it is essential
Managing Risk in the Rapidly Changing Single Family Office: A Roundtable Discussion
Plante Moran
It's a pivotal time for Single Family Offices, with more and more reviewing their structure and operations to minimize risks. In this roundtable discussion, experts share how Single Family