Family Office Best Practices

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Revenue Recognition: A Whole New World
RSM US LLP
In May 2014, FASB issued Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers (Topic 606), changing the way revenue is recognized. As of January 25, 2017, the FASB has
Navigating Your Way Through the Cloud Journey
RSM US LLP
The cloud is one of the largest drivers of emerging technology solutions, and for many organizations, it has become one of their most valuable information technology (IT) tools. It enhances data
Private Aircraft Ownership and Operations: Pitfalls and Opportunities for the Family Office
Using private aircraft – anything from large intercontinental business jets down to single-engine piston aircraft – to meet the transportation needs of family office principals, employees, and guests
Family Communications & Interactions - How Can Technology Help the Modern Family Office?
A Family Office is all about providing a tailored, bespoke experience to the family. How does a family office extend that into the digital world? Technology tools, when properly implemented, can
Highlights from the 2016 FOX Family Office Compensation & Benefits Survey
Attracting and retaining talent is the #1 Human Capital challenge in family offices today. FOX principal researcher and Managing Director, Jane Flanagan and Bruce Benesh, Partner-in-Charge, Human
Family Office Series 2016: Technology
MarketCurrents
For family offices of all profiles—large and small, established and brand new—there are dozens of technology solutions available. In the first of the Family Office Series report, the
Succession - Taking a Broader View
Single family offices are increasingly faced with the topic of succession whether triggered by an upcoming departure of a family office executive or a broader transition in generational family
Securing Family Offices With a 360° Risk Profile
The Chertoff Group
High net worth families and their respective offices, as well as family-owned and operated businesses, are facing increasingly complex security risks in both the physical and cyber domains. Rising
Issues Family Offices Face When a Client Marries a Noncitizen
J. Andrew P. Stone and Olivia S. Brennan
Most family offices that serve U.S. families are well aware that special planning considerations can arise when a U.S. citizen family member marries a noncitizen. Should the client’s estate
What You Can Learn from Nancy Reagan's Funeral
LHT Consulting Group
When former First Lady Nancy Reagan passed away in March 2016, millions of Americans mourned the loss. While the events honoring Mrs. Reagan unfurled seamlessly, a dedicated team was hard at work