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We all want our children and grandchildren to be critical thinkers and to find their own way in the world. But we often want them to also adopt the family’s values and, in some cases, the
While every philanthropic journey is unique, there are points at which all families must make decisions. This series of seven short videos offers a comprehensive introduction and refresher to
While there are predictions of a recession amid a looming economic downturn, there are opportunities for investors to acquire distressed assets as part of their direct investing or mergers and
There are few matters of wealth management more fraught with tension than estate planning. Preparing to transfer wealth and assets to your heirs can involve emotions, family dynamics, legal
As American employees strive to shape their workplace culture and work environment, identifying the human capital issues within an organization should be the foundation of any actions taken to
Selling a business is a calculated, and often very personal, decision many owners make. Some consider selling due to the lack of a solid succession plan, an unclear path to continued success or a
Private equity faces a crossroads. Looking at a challenging economy, the industry plans to turn its attention inward to current portfolio companies. From this 2023 BDO Private Capital Survey
There are many benefits to establishing and running a family foundation, including strengthening the family bond and developing a philanthropic legacy while creating a lasting impact through
In philanthropy, meaningful change is the aim—it’s the purpose and the promise. But in striving for and achieving impact, effectiveness must go beyond healthy funding practices with
Once you have decided to pass the family vacation property to the next generation, and you have chosen the ownership form you want to use, the last step in preparing for the transfer is to create an