Family Office Best Practices

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Investment Vehicles: A Critical Choice for Private Clients and Family Offices
NEPC
Selecting the right investment vehicle often receives less attention than the other more known investment principles such as the value of diversification. Broadly speaking, investors can access four
Cybersecurity Awareness
HUB International Personal Insurance
Protect your organization against cybersecurity. Be cyber smart and learn more about combatting ransomware in the time of COVID-19, how cybersecurity continues to be a top issue for retirement plans
2021 BDO Fall Board Pulse Survey: Actions Speak Louder Than Words
BDO
As an uncertain business environment persists, board directors face multiple obstacles: new regulatory changes, issues related to globalization and digital acceleration, the rise of environmental,
Data Governance in the Digital Transformation Age
BDO
In this podcast, two industry experts discuss how boards’ oversight of data governance within their organizations is changing to meet the opportunities and risk in the rapidly evolving digital
Five Ransomware Themes Keeping Directors Up at Night
BDO
Board oversight is critical in the management of cybersecurity as a whole, but especially for ransomware, since the increase in attacks year-over-year is up as much as 715% according to a study by
Technology Overload: A Guide to Making Smarter Decisions
Baker Tilly
Choosing the right technology among so many choices is hard. Deciding which technology to adopt and how to best use it are challenges for leaders, especially in a time of rapid change. The focus has
2021 State of the Family Office Industry
Family Office Exchange
The 2021 State of the Family Office Industry benchmarking report is the next iteration in FOX’s ongoing research into Family Offices. The FOX Family Office study is intended to empower family
Empowered Planning: Your Operations
Rehmann
When there's a pandemic and the business landscape is no longer business-as-usual, you may wonder how best to proceed—how to keep going and find ways to not just survive but
BKD Podcast: The Family Office—Why Have One?
BKD CPAs & Advisors
Join host Damien Martin in his ongoing quest for insights and best practices for affluent families and their advisors as he sits down with guest Jeff Davidson to unpack the often mystifying and
Proposed Legislation Creates Uncertainty Around SEC Family Office Exemption
Waller Lansden Dortch & Davis (now part of Holland & Knight)
If passed, proposed legislation H.R. 4620 would change the definition used by the SEC for the Family Office Exemption resulting in some Family Offices no longer qualifying for the exemption. Also,