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The federal government proposed sweeping new tax rules earlier this month that would dramatically affect family businesses, investment partnerships and other entities. These rules, which could become
QuickBooks and Excel are a common software pairing for family offices that seemingly has cost, flexibility and familiarity on its side. However, the disadvantages of this approach soon begin to
Recognize that a cyber attack will occur at some point during a business lifecycle. Whether it is through web attacks, email phishing, exploit kits, point of sale, keystroke logging, or ransomware,
For the first time in modern history, four generations are represented in the workforce. Each group has its own distinct characteristics, values and attitudes toward work. These differences can lead
The average family office spends about 32 percent of its time on financial administration and reporting. That’s almost 17 weeks a year on collecting, verifying, analyzing, and consolidating
Families are often overwhelmed by the complexity and sense of burden that comes with managing wealth across generations. Whether they have taken on the responsibility for self-managing all of their
There are a myriad of issues facing families and family offices in today’s complex and competitive private wealth environment. While some of the challenges aren’t avoidable…sometimes families
Family offices and family-operated companies face a variety of security risks, including: cyber, physical, reputational, and financial. In many cases, their interconnectedness to family residences
Strong cybersecurity for protecting sensitive client data is a critical capability for any Registered Investment Advisor firm. In 2013, Hardy Reed—one of the first firms to earn the Center for
Cybercriminals targets the financial industry 300 times more frequently than any other industry, resulting in mega breaches and millions of records stolen through hacktivism, malware, social