It's critical to create a framework for joint decision-making in order to effectively pass control of the family business to future generations of stakeholders.
Proactively addressing the potential impact of selling your business with your key constituents can increase the likelihood of a successful transaction and diffuse potential disagreements along the way.
When considering a move to the U.S., those with substantial wealth should engage with competent, experienced advisors who are familiar with the ins and outs of U.S. tax law and can provide advice that makes the transition as easy as possible.
International students and their families can make the most of their experiences at a U.S. educational institution with the help of a few important tips.
By offering a secure and efficient method of exchanging and validating information, blockchain technology could have a tremendous impact on the global economy.
Taking steps to ensure your board is well-designed, well-informed and properly engaged will reap significant benefits for your company's shareholders and management team.
Understanding the differences between market and business value and how they impact active and passive solutions highlights some of the unintended consequences that can arise from a passive-only approach to investing.
Many people are not adequately protecting their assets during their lifetimes, let alone planning for their effective administration, protection or ultimate transfer after death or incapacity.
Baby boomers have long driven the market for collectible cars; however, millennials have noticeably become more active, with 2017 being their strongest year ever.
Planning ahead for a future business transition and assembling a team of seasoned professionals will help ensure a smooth, successful transfer.
Emerging markets equity has a history of either being the top or bottom performer when compared to other asset classes globally.
At BNY Mellon Wealth Management's events in the Pacific Northwest, Chief Investment Officer, Leo Grohowski moderated a panel of policy and investment experts as they discussed these topics and more.
There are no hard-and-fast rules on what to do with the wealth from a business sale — it's more of an art than a science. But careful planning is key to ensuring a successful transition.
Investors who adopt social finance strategies don't have to sacrifice returns in order to feel good about the makeup of their portfolios or to effect meaningful societal change.
Finding purpose after a sale is never easy, but with time and a little work, each individual can wake up every day to a fulfilling life.
Selling your business is a complex undertaking, and designing a sale process is just one of the many steps in a larger planning discussion that will help you and your advisors obtain the best outcome for your business and your family.
A family office is more than a cost-effective solution to managing great wealth. When done properly, it provides customized services and support that fosters a shared experience of wealth stewardship.
Three major forces have come together to fundamentally shift the nature of estate planning. Make sure your estate plan isn't outdated or lacking the flexibility to navigate these changes.
We'll show you how establishing a strategic, flexible and functional approach to philanthropy can help ensure long-term family unity and legacy preservation.
Hiring an investment bank to manage your sale process is a great way to alleviate some of the pressure involved and ensure your company stays on the right track.
When considering the future sale of a business, there are many steps to consider. You've worked hard to get your business where it is today — you owe it to yourself to approach its sale deliberately.
In somewhat dramatic fashion, Canada and the United States agreed to a revised trade agreement at the stroke of midnight on the final day of the deadline set by the United States.
Fundamentals and confidence continue to be strong in most developed countries, and provide ongoing support for equity markets, leaving us optimistic for the medium term.
Global reporting requirements for financial affairs continue to evolve, impacting families with assets and family members in different countries. What do you need to know to ensure your family is compliant?
If you’re considering selling your business, make sure you have the answers to these five questions before you begin the sale process.
Putting important provisions in your shareholder agreement can ensure that you and your shareholders are working from the same set of expectations when making decisions.
People working in creative fields should heed this advice to maximize the return on their ideas and inventions while protecting their vision.
Whether you're devising a new marketing campaign, developing copy for your website, planning a new product rollout, or brainstorming new ideas, your customer personas can help you stay focused.
Communication is key when you're in a family business. Failing to communicate can lead to problems with entitlement and expectations later on.
Fill in the quick contact form and we’ll connect you with the right person to discuss your needs.