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Financial Planning Technology

Blank Rome LLP

Protecting Your Family Matters: Summer 2025

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Times are constantly changing. We tend to become comfortable with established norms, and relationships, including marriage, are no exception. When I was growing up, divorce was rare, so rare that I could count the number of...more

BakerHostetler

[Podcast] Legacy Management – Creating Tailwinds for the Successful Family

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Partner Jon Forster and Of Counsel John DeStefano will discuss legacy management and how to optimize client outcomes for successful families by using artificial intelligence and BakerHostetler’s fintech application, FinClar....more

Ankura

5 Strategies for a Future-Proof CFO: Leading Finance in a Dynamic Business Environment

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The office of the chief financial officer (CFO) is a revolving door – as of Q1 2024, CFO turnover has reached the highest level in three years, now only sitting on the hot seat between two and five years. The CFO role has...more

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