Family Office Best Practices

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Financial Services Accounting Software Buyer's Checklist
Sage Intacct
Financial firms can have multiple holding and operating entities that can create complex inter-company workflows. This buyer’s checklist is provided to help you evaluate accounting software
Proposed Tax Changes Update
BMO Family Office
While no tax legislation has been drafted under the Biden administration, one thing we know for sure is that taxes will go up. Being aware of the proposals being discussed can help you prepare for
How Will the Corporate Transparency Act Affect Estate Planning
Greensfelder, Hemker & Gale, P.C.
Lawmakers have passed the Corporate Transparency Act (CTA) to help in the ongoing fight against fraud, corruption, terrorism financing, and money laundering. The CTA contains significant new
How Cybercrime Hits Home
HUB International Personal Insurance
In the wake of the COVID-19 pandemic, cybercrime syndicates and hackers have been busy: the FBI estimates there’s been an 400% spike in cybercrimes since the onset of the pandemic. In this
Buyer's Guide to Accounting and Financial Management Software
Sage Intacct
In today’s complicated business climate, is your accounting software helping you grow and compete—or holding you back? This guide will help you understand whether it’s time to make
The Rise of Cyber Crime Against Affluent Individuals
HUB International Personal Insurance
As many as 20% of family offices have knowingly experienced a cyber security attack prior to the coronavirus pandemic, and it’s likely that number is significantly higher today. Learn how to
COVID-19 Vaccine Communications: Walking the Messaging Tight Rope
HUB International Personal Insurance
Crafting the right message can be tricky at the best of times—add a global pandemic and new vaccine to the mix and the process can be downright terrifying. Depending on the needs and culture of
Family Office Best Practices for Selecting Enterprise Software: A Comprehensive Approach to a Critical Business Decision
Plante Moran
There’s no doubt that leveraging new technologies and cloud-based solutions offers family offices opportunities to innovate, lower spending, and align their overall technology strategy to
Browsing Safely Online
BMO Family Office
Going on the internet can put your devices and personal details at risk from unexpected online threats like malware and ransomware. Learn about the threats and see some internet safety tips to help
How to Stay Safe on Social Media
BMO Family Office
The more we use social media to share updates, pictures and videos with friends and family, the easier it can be for cybercriminals to steal our information. See how you can use social media safely