Reimagining Work in the Age of AI
Introduction AI is giving leaders a once-in-a-generation opportunity to reimagine work, roles, skills, and human potential. Rather than asking how AI can make existing jobs more efficient, leaders should ask a different question: Knowing [...]
DOL Clarifies That Trump Accounts Generally Are Not ERISA Plans: Key Tax Considerations for Employers
The Employee Benefits Security Administration (EBSA) of the U.S. Department of Labor (DOL) recently issued Technical Release 2026-02, providing important guidance on the treatment of newly created Trump accounts under the Employee Retirement Income Security [...]
IRS Issues Initial Guidance on OBBBA’s Trump Accounts for U.S. Children
The IRS on December 3 published Notice 2025-68, providing the first guidance on the establishment and operation of “Trump accounts,” a new type of tax-deferred savings account created under the One Big Beautiful Bill Act [...]
The Hidden Breakpoint Between AI Adoption and Business Value
Why organizations investing in AI still struggle to translate adoption into measurable business value Organizations have largely moved beyond debating whether AI should be integrated into their operations. Employees are using AI. Teams are [...]
Why Outsourcing is Becoming the Next Evolution for Family Offices
Family offices are created to manage complexity, but many of the operational challenges they face are familiar: attracting and retaining talent, maintaining continuity, coordinating multiple advisors, and building reporting processes that keep pace with [...]
10 Hidden Challenges of Running a Family Office
Family offices play a pivotal role for multigenerational wealthy families, often serving as the central hub for financial management, estate planning, and family governance. However, even the best-intentioned family offices can encounter pitfalls that [...]