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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
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
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
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,
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 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
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,
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 use of video and automated technology, including artificial intelligence (AI), in employment practices—and the concern that the technology may foster discrimination and bias—
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