Our Insights
HOW CAN I ENSURE MY PHILANTHROPY WILL HAVE MAXIMUM IMPACT?
When it comes to philanthropy and charitable giving, families of significant wealth have ...
CYBERATTACKS AND HACKERS : HOW CAN YOU BEST PROTECT YOUR BUSINESS?
There’s a fair amount of frightening news reports these days about cyberattacks on businesses of all sizes, and they seem to be on the rise. They aren’t totally preventable, but it’s important to be sure your systems are up to date and your data is well protected so that in the event of an attack, you can minimize the fallout.
HOW DO I ENGAGE MY NEXT GENERATION IN THE BUSINESS?
Leaving a business to the next generation without adequately preparing the Next Gen to take on the responsibilities of said business ...
HOW TO RESOLVE A FAMILY CONFLICT PEACEFULLY
A difference of opinion, words spoken without thought, complicated projects… the sources of discord are as varied as the people who make up a family.
IS RESTRUCTURING THE ANSWER? FIXING A BUSINESS IN DISTRESS.
You have come to a point where ‘business as usual’ is no longer an option. It is unclear what your next move should be or just how you’re going to make it through the next payment cycle, let alone see the next quarter.
IS YOUR BUSINESS READY TO GO PUBLIC?
Ready to take your business public? Congratulations! This is a big step that can accelerate your business growth and give you access to more capital, allowing you to tap into a larger market.
I’M LOOKING TO MAKE AN ACQUISITION. WHAT’S MY FIRST STEP?
This acquisition could be a real game changer. There’s a lot at stake. From valuation to closing and every step in between, you need to be sure all the bases are covered so that the transaction goes through without a hitch.
MANAGING MY FINANCES WITH A PERSONAL CHIEF FINANCIAL OFFICER
Managing multiple bank accounts and portfolios, intricate legal structures, complicated compliance requirements, and navigating how to transfer your wealth to your children in a tax-efficient manner… managing personal finances can be exhausting.
MY BUSINESS FELL VICTIM TO A CYBERATTACK! WHAT DO I DO?
When your business falls victim to a cyberattack, it’s hard to not panic. If your systems were hacked, it’s easy to feel helpless. Whether the hackers are demanding a ransom to get your confidential information back or you risk sensitive information being leaked, it can be extremely complicated to figure out what to do.