Family Office Best Practices

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Protecting Your Family from the Unexpected When Hiring Domestic Help
Warner Norcross + Judd
Hiring domestic staff such as nannies, personal assistants, and housekeepers can expose you to liability issues and danger from unscrupulous employees. It is important to understand your areas of
Becoming a Data-Driven Finance Leader
From big data and network effects to the subscription economy and cloud computing, modern finance is undergoing its most fundamental transformation ever. Today, it takes a data-driven finance leader
U.S. Trust Insights on Wealth and Worth® Detailed Findings
U.S. Trust Family Office
The 2018 U.S. Trust Insights on Wealth and Worth® study asked nearly one thousand high-net-worth individuals about their approach to building wealth and the extent to which they are using it to
U.S. Trust Insights on Wealth and Worth® Findings Overview: Putting Wealth into Action
U.S. Trust Family Office
It is often thought that financial success comes with a certain level of financial freedom: the freedom to pursue passions, to take risks, to give back, and to make an even bigger impact. In the 2018
Cybersecurity and Privacy Settings: Best Practices from the Experts
AIG
Are you maximizing protection when it comes to your online activity? Or do you open yourself to cyberattacks by clicking on links in promotional emails and allowing third-party applications to access
Building a Family Office With Outcomes In Mind
Mutual Trust Pty
A common question that a family often asks prior to building a family office is “What is a family office anyway and does my family actually need one?” The answer depends on the family
Authentication and the Internet-of-Things
A New Cybersecurity Paradigm Without Usernames & PasswordsCybersecurity has become a rapidly evolving chess game. Authentication is one of the key pillars of cybersecurity, as are data integrity
Handling Management Transition Challenges in Family Business Succession Plans
Warner Norcross & Judd
Succession planning for a family business inevitably requires planning for the transition of the management team. This transition presents several challenges, including dealing with non-family
2018 FOX Multi-Family Office and Wealth Advisor Study
Family Office Exchange
This is the report of findings of the 2018 FOX Multi-Family Office and Wealth Advisor Study.The full report is only available to firms that participated in the study. If your firm participated,
Family Wealth Security Risks: Solutions for Families, Family Offices, and Family Enterprises
AIG
Families of wealth and business-owning families report that privacy and security of personal and financial data is a concern, yet few report confidence that these risks have been mitigated. This