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Demonstrating the value of a family office is no small feat. The pressing priorities of an office often leave little room to fully grasp the impact of the work being done to fulfill the family’s
The decisions made regarding ownership of the family office or closely-held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to
Most small businesses begin their financial lives using Intuit's QuickBooks, but if your business has moved beyond the entry level, your organization may be facing a number of challenges as you
The world has changed since COVID-19, and the most successful companies will use this time to review their long-term strategy, competitive advantages, and organizational agility. This playbook lists
Even when there's social distancing, family meetings are still important, maybe even more so to maintain family connectedness and sense of purpose. While connecting through technology can’t
Taking a risk assessment is a crucial part in developing a business continuity plan. In this podcast, learn more about the critical activities that can help your business continue the normal, day-to-
Working remotely is part of the “new normal” in a COVID-19 environment, but to make it work well, you need the right people, the right attitude, and the willingness to take the time to
When evaluating and trying to find the right insurance advisor or company, it helps to have a map outlining the RFP process and a checklist of best practices. Learn where to start in your search and
When selecting an insurance advisor, make sure the person is part of the best-in-class group. Use this checklist to help pick the right one for you and your family.
As family offices grow increasingly complex and manage larger and more varied assets, they are becoming prime targets for a variety of security threats. From this report, learn what family offices