Technology Risks for Families and Family Business

September 21, 2020, Shannon M. Zur, CPA

Shannon Zur on Technology Risks for Families and Family Business, recorded during Family Business Magazine’s Fall 2020 Transitions Conference.

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Reframing the Prenup as a Marital Agreement

Shannon M. Zur, CPA

Shannon Zur on Reframing the Prenup as a Marital Agreement, recorded during Family Business Magazine's Spring 2021 Transitions Conference.

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Is Your Asset Allocation Adding Value?

Shannon M. Zur, CPA

In the investment world, all performance reports compare investment managers to one or more benchmarks, and many reports include a weighted or global benchmark for the entire portfolio. But what about the asset allocation, how is it judged?

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