Family Office Best Practices

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Highlights from the 2017 Family Office Study – Benchmarking
Demonstrating the value of a family office is no small task. The pressing priorities of an office often leave little room to fully comprehend the impact of all moving parts. The 2017 FOX Family
The Shifting Talent Paradigm: How Advisors Are Redesigning Their Talent Strategy
Family Office Exchange
FOX’s 2017 study on The Shifting Talent Paradigm: How Advisors Are Redesigning Their Talent Strategy can serve as a great resource for those seeking insights on what is changing the advisor labor
2017 Family Office Study
Family Office Exchange
The study explores several components instrumental to the operations of a family office such as cost of services, governance structure, strategy and risk management and education. The report is
Strategies for Talent Management: Retaining Your Top Performers
Companies devote significant time and attention to managing underperforming employees. This often leaves top performers feeling neglected and unappreciated. In these situations, appropriate talent
A Family Office Case Study: Evolving Servicing and Structure to Meet the Needs of the Family
As Market Street Trust Company reaches the 30-year milestone as a private trust company, Marianne Young, President, and Rachel Sherman, Vice President, Client Service, discussed the evolution of
Update on Health Care Reform for Employer Plans: Top Ten Points
Koley Jessen P.C.
In May 2017, the House of Representatives passed the American Health Care Act (AHCA). Although at this point it is just a bill and not the law, the House bill provides insights into what the future
Non-Compete Agreements: A Helpful Tool If Structured Correctly
Koley Jessen P.C.
In a competitive global marketplace, employers across the United States spend countless resources attempting to set themselves apart and claim their share of available business opportunities. Against
How (and When) to Give Your Employees the Benefits They Want
HUB International Personal Insurance
Seventy-seven percent of employees want voluntary benefits. But with so many options available in today's market, it's crucial to choose the right benefits, based on your employees'
Elements of Sound Performance Management: Goal Setting, Performance Improvement and Performance Reward Systems
Succession planning, development of the next generation, finding and keeping key staff members… all seem to be constant quests in the Family Office. In this session, we explored how to incorporate
Digital Currencies: International Actions and Regulations
Perkins Coie, LLP
Legal developments in digital currencies, including bitcoin, emerge almost on a daily basis across the global landscape. While in Argentina virtual currencies are not legal tender under the country