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Private trust companies; profits interest structures; direct investments. The world of family wealth management is getting more complex all the time. As families and their office management teams
A family office is more than a cost-effective solution to managing great wealth. When done properly, it provides customized services and support that fosters a shared experience of wealth stewardship
Family offices are a key target for cybersecurity breaches and, with many organizations requiring their employees to work remotely due to the COVID-19 pandemic, the risks have only increased. With
While marijuana is still illegal under federal law, what was previously considered a forbidden substance is now part of the mainstream. As public policy evolves, risk professionals must stay abreast
This is the report of findings of the 2021 FOX State of the Ultra-Wealth Business.The full report is only available to firms that participated in the study. If your firm participated, please contact
The COVID pandemic has changed much about the business environment and operations, and anti-fraud programs must evolve along with them. To assess how organizations are preparing for the “next
As family offices consider their tax planning strategy, it is important for their tax attorneys, financial executives, and legal team to conduct an analysis of the Biden Administration’s Tax
Ransomware is a dynamically evolving risk, impacting organizations around the world with rapidly increasing loss frequency and severity. The insights on this risk are intended to focus
A vaccinated and protected workforce will be the key to ending the pandemic and emerging from the COVID crisis. Employers are uniquely positioned, if not charged with, leading this effort, but a
The pandemic’s economic and social fallout have permanently impacted both the nature of the workplace and women’s opportunities within it. Working practices have become more flexible, new