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August 19, 2021

China’s Guan Chenchen may have won the gold medal on the women’s balance beam final at the Tokyo Olympics, but Beijing won’t have to wait for the 2022 Winter Olympics to claim its own medal-worthy balancing act. Regulatory issues are nothing new from China, but the recent cadence and breadth of reforms have challenged even the most bullish investor to reassess the risk premia demanded for investing in the world’s largest emerging market. Read on to learn more about the pattern emerging in China’s Balancing Act.

August 18, 2021

Paths to Charitable Gifting

Families can sustain their legacy through charitable gifting of cash, personal time, and expertise, and appreciated securities.  These gifts can be made directly to a charity, or through a more formal account structure such as a donor-advised fund (“DAF”) or a private foundation.

August 17, 2021

Education is a broadly defined term and is one of the many paths families can explore in order to develop a strong family legacy.  A solid education provides the foundation for a good life.  To discuss education and all its merits with your children may seem simple, but it can be intimating if undergone without a plan.  Developing a strategy before embarking is a good way to ensure the message is delivered in a confident and clear manner.  Education, much as life, is a journey and describing it as such may prove helpful.  Thinking of the approach as a path may allow you break down the discussion into 3 separate parts.

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