Thought Leader Series
Technology Trends for Family Offices
Danielle Valkner is the US Family Office Leader at PwC and works with a diverse range of family offices advising on finance effectiveness and reporting, process...
An Uptick in IPOs and Private Equity Exits
Private equity is playing an increasingly large role in the global economy and impacting portfolio construction. Muted mark-to-market volatility and less short-term scrutiny...
Risks, Benefits and Rewards of Qualified Opportunity Zones and Funds
Qualified Opportunity Zones (QOZs) offer taxable investors the potential for deferral of existing gains and tax-free growth. Though the basic provisions of the tax incentive...
Unique Liability Claim Trends in the Ultra-High Net Worth Market
Standard homeowners and umbrella insurance policies do not include coverage for personal injuries such as intentional infliction of emotional distress, slander, and...
As a strategic wealth coach (our term for my role at Ascent) I am often asked, “What does that mean?” I pause, raise my eyebrows, smile, and reply, “I’m a money coach, I help...
Approaching Prenuptial Agreements Positively
Advantages of a Prenuptual Agreement
Prenuptial agreements get a bad rap and carry a mostly negative stigma because they are associated with one spouse wanting to protect...
Holiday Party Planning — Risk Management Considerations
The season for entertaining is here — Thanksgiving, Christmas, Hanukah, New Year’s Eve, the Super Bowl, all great reasons to get together with family and friends. In addition...
Water Damage: Protecting Valuables and Property from the Most Frequent Disruptor
While folks residing on the coasts are keenly aware of the threats that hurricanes can pose in terms of water damage, most families are unaware that the main risk of water...
Global Risks and Opportunities for the Family Enterprise
The global risk landscape is shifting. Ten years ago, the most critical risks were related to the global financial crisis and the economic challenges created for governments...
Wildfires: Preparing Your Family and Property Ahead of Disaster
An ounce of prevention is worth a pound of cure. -Benjamin Franklin
You’ve seen the news- wildfires are becoming a common occurrence. So much so that the term “megafire” is...