Family Office Best Practices

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Ten Minute Interview: Cybersecurity Attacks
Foley & Lardner
Cybersecurity is a known and growing risk that all family offices need to address. The potential of a cybersecurity attack is no longer a matter of whether it will happen, it’s now a matter of
Family Office Insurance Benchmarking Study
During the middle of the most challenging personal insurance market in a generation, family offices are seeking partnership and guidance more than ever. Helping family offices and wealthy families
Highlights from the 2023 Family Office Benchmarking and Complexity Study
Navigating increasing complexity and changing needs while demonstrating the value of a family office is no small feat. The day-to-day work of running an office often leaves little room to fully grasp
How Technology Enables Operational Excellence in Your Family Office
RSM US
More family offices are embracing emerging technologies to optimize their operations and prepare for future opportunities; however, success hinges on establishing a clear future-state vision,
Does My Family Need a Family Office
William Blair & Company
Families with significant resources are increasingly turning to formalized family offices to creatively deploy and manage their capital. As leaders of family-owned businesses look to unlock
People as the Driving Force Behind Family Office Operational Excellence
RSM US
People are critical to a family office’s long-term success. However, recruiting top talent continues to be a great challenge when there’s a shortage of top talent in a tight labor market
6 Best Practices for Addressing Employee Mental Health Needs
HUB International Personal Insurance
With depression affecting as many as one in three adults, greater attention has been given to mental health in the workplace—including the impact poor mental health has on workplace morale,
Family Office Location Guide
PwC
Selecting or reviewing the location of your family office is a highly complex and challenging exercise. As your family grows and gains assets and business interests that are often outside your home
The Growing Regulation of AI-Based Employment Decision Tools
Perkins Coie
The growing use of video and automated technology, including artificial intelligence (AI), in employment practices—and the concern that the technology may foster discrimination and bias—
5 Ways Managers are the Answer to Employee Engagement
Rehmann
We’ve all heard the terms “quiet quitting,” “quiet firing,” and the “great resignation” that point to the need for better employee engagement, which is a