Family Office Best Practices

Filters

Get the Most from Your Board of Directors
BNY Mellon Wealth Management
A board of directors is more than just a legal formality that meets four times a year. When used to its full potential, a well-designed board can help you grow your business, serve your
A Risk Management Guide for Household Employers
Crystal, the Private Client Group of Alliant
Your household employees are necessary and helpful, but they present a risk, be it from accidents, reckless behavior, or bad intentions. While there is no way to minimize the concerns entirely,
Family Office Structure: Lender Decision
BDO
In December of 2017, the U.S. Tax Court decided in the Lender Management, LLC v. Commissioner case that deductions that were part of a taxpayer’s trade or business were deductible under
Protecting Your Family from the Unexpected When Hiring Domestic Help
Warner Norcross + Judd
Hiring domestic staff such as nannies, personal assistants, and housekeepers can expose you to liability issues and danger from unscrupulous employees. It is important to understand your areas of