Family Office Best Practices

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The Cost of Complexity: Why Does It Matter?
Scott Winget
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
Key Considerations When Creating a Family Office
BNY Mellon Wealth Management
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
Cybersecurity Best Practices for Family Offices
BNY Mellon Wealth Management
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
As Marijuana Becomes Mainstream, Challenges Remain for Employers
Marsh & McLennan Companies
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
2021 FOX State of the Ultra-Wealth Business
Family Office Exchange
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 Next Normal: Preparing for a Post-Pandemic Fraud Landscape
Grant Thornton
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
President Biden's Tax Plans? General Explanation of Administration's Fiscal Year 2022 Revenue Proposals
Waller Lansden Dortch & Davis (now part of Holland & Knight)
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: A Call for Enhanced Resiliency
AIG
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
Taking a Shot at COVID-19: What Employers Need to Know About Vaccinating Their Workforce
Sheppard, Mullin, Richter & Hampton LLP
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
Women in Business: A Window of Opportunity
Grant Thornton
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