The Spotlight strives to provide a forum to discuss the latest news and compelling issues impacting fiduciaries and those to whom fiduciaries owe duties. Whether you are an officer, director, trustee, beneficiary, trust...more
9/12/2025
/ Beneficiaries ,
Board of Directors ,
Corporate Governance ,
Decentralized Autonomous Organization (DAO) ,
Dispute Resolution ,
Estate Planning ,
Fiduciary ,
Fiduciary Duty ,
Financial Services Industry ,
Trust Administration ,
Trustees ,
Trusts ,
Wealth Management
So, you have decided to sell your business. Often this process starts with an inward reflection. You may have identified a good reason to sell, but many questions remain. Sellers at this early point often look to hire a...more
When working well, a closely held corporation can be the model of corporate governance—a shared vision, a united board, and intimate trust between officers and shareholders. However, over multiple generations the growth of...more
Environmental, social and governance (“ESG”) factors now play a major role in business decision-making. The ESG Global Study 2022 published by the Capital Group reveals that 26% of global investors say that ESG concerns are...more
Socially beneficial causes now play a large role in consumers’ and employees’ decision-making. A recent survey from 2021 shows that 44% of millennials and 49% of Gen Zers reported making choices about the type of work they...more