Family Office Best Practices

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Open Enrollment 2024: Health Savings Accounts
Plante Moran
Employers who sponsor high deductible health plans (HDHPs) that are compatible with health savings accounts (HSAs) should take the opportunity to explain how they work during open enrollment. Through
Corporate Transparency Act: Identification of Individuals Who Exercise Substantial Control Over Reporting Companies
Kozusko Harris Duncan
Following the enactment of the Corporate Transparency Act (CTA), the U.S. Department of the Treasury's Financial Crimes Enforcement Network (FinCEN) explained that the CTA and FinCEN regulations
Corporate Transparency Act: FinCEN Beneficial Owner Information Report Requires Street Address of Principal Place of Business
Kozusko Harris Duncan
As families and their advisers begin to prepare for U.S. entities in their succession planning structures to comply with the Corporate Transparency Act (CTA), consideration should be given to U.S.
Is Your Family Office Reaching Its Full Potential?
RSM US
Family offices continue to be the preferred way for ultra-high net worth individuals and families to manage assets and to support the goals and legacy of their family. But today the existing 14,000+
Ten Minute Interview: Domestic Workers and Family Offices
Foley & Lardner
In this interview, attorney John Litchfield of Foley & Lardner’s Labor & Employment group discusses the key considerations family offices should keep in mind when it comes to domestic
Hybrid Work Arrangements Drive Growth
Grant Thornton
Employers need to be mindful of building culture as they embrace hybrid work. In this conversation, business leaders explore the topic and discuss the critical aspects of engaging employees in a
Human Capital Strategies for Growth: Talent Development and Workforce Planning
Grant Thornton
Organizations can fuel growth by planning for their specific human capital training and talent development needs. In this conversation on human capital, get to know the key considerations for
The Family Office Journey Toward Operational Excellence
RSM US
As family offices turn their attention toward achieving operational excellence, they are facing tremendous challenges and opportunities to maximize efficiency and productivity across the enterprise
The 2023 Global Family Office Compensation Benchmark Report
KPMG
The unique and personalized nature of each Family Office can make it challenging to access benchmark remuneration data. Family Offices require a distinct skillset, incomparable to other working
Rethinking Restrictive Covenants: Delaware Courts’ Movement in Favor of the Restricted
Cozen O'Connor
Given the latest court decisions in Delaware and the Federal Trade Commission’s announcements on restrictive covenants, it’s becoming clear that employers will need to rethink or halt