Family Office Best Practices

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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
2017 FOX Global Investment Survey
Family Office Exchange
This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective from 118 family offices on a wide range of topics, including asset allocation and investment
A Social Divide in the City
Ant Moore and Andrew Williams, FTI Consulting
The 5th edition of the Social Divide index reveals that FTSE 100 companies are sharing more and better financial results-related posts on social media, assembling the right mix of social ingredients
Making Sense of Situs for Private Family Trust Companies
This webinar analyzed the meaning and understanding of “situs” as it relates to Private Family Trust Companies, and focused specifically on the concepts of trust company situs, trust situs, and tax
Investing for a Disruptive Future
Ridge Powell
The acceleration of technological innovations and the challenges associated with adapting to them seem to point toward a tumultuous future. That future appears to be approaching faster than ever.
Liability Insurance: Protect Yourself Against Hidden Exposures
Marsh Private Client Services
Lawsuit awards can be incredibly high, and individuals known to have substantial assets are particularly vulnerable. In some cases, the high-stake lawsuits can cause devastating
The Potential Minefield of Background Checks, References, and Pre-Employment Testing
Inadequately checking the background of a prospective family office employee or performing an improper background check can be hazardous for a family office, resulting in claims of negligent hiring,
Strengthening the Partnership Between Families and Advisors
The 2016-17 FOX Thought Leaders Council Report: Strengthening the Partnership Between Families and Advisors is a great resource for those who are seeking ways to construct sustainable partnerships
Equity Incentives for Employees: Options That Don't Surrender Control of the Business
Hemenway & Barnes
Owner-managed and family-owned businesses are often faced with the quandary of how to effectively motivate their teams to build and maintain value for the enterprise. Incentivizing employees for
Changes to Revenue Recognition in the Technology Industry
RSM US LLP
Since the issuance of the original ASU 2014-09, Revenue from Contracts with Customers, there has been several changes to that guidance, and additional limited changes are in process. The degree to