How family trust companies compare to other trustee structures
Clearstead Advisors’ Cindy L. Steeb on the FTC structure as a means of protecting and controlling family wealth across multiple generations.
What to consider when designing a corporate giving and community involvement strategy
Highmark’s Kenya T. Boswell on how to design an effective corporate giving and community involvement strategy.
Life insurance as a risk management vehicle to preserve company value
Huntington Bank’s Sean O’Connor on life insurance, and how it can preserve company value in the event of the unexpected loss of a key individual.
Navigating environmental issues and liabilities in transactions
Babst Calland’s Ben Clapp on the environmental diligence process in a sale and how to address environmental risks in contractual provisions.
How to build value after a PE transaction
Kirtland Capital Partners’ William J. Bergen on how to work with a PE partner to build value after a transaction.
What to know about AI investment opportunities
CM Wealth Advisors’ Ben Wallace on AI investment opportunities and what those interested in the sector should know.
Trends affecting multifamily real estate investment opportunities
Cushman & Wakefield | CRESCO Real Estate’s David Leb on trends in multifamily properties and how they’re likely to affect investment returns into the near future.
The time to get long-term care insurance is before you need it
Berson-Sokol Agency Inc.’s Craig Berson on long-term care insurance and its role in shielding wealth from costly care expenses later in life.
The importance of estate planning for business owners
Corrigan Krause’s Lynda Doland on the importance of estate planning for business owners.
How to properly build and maintain an IP portfolio
Buckingham, Doolittle & Burroughs, LLC’s Dominic Frisina on how to strategically manage an IP portfolio, particularly patents and trade secrets.