Family Office Best Practices

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Protecting Family Office Assets
HighView Asset Management
Family offices are like wealth management businesses, and like any business, there is a need to be governed and managed with a prudent and practical set of processes that steward the family wealth
Digital Executive Protection
360 Privacy
Trinity Davis and Tom Aldrich discuss digital executive protection and how to navigate the digital space in today's every changing landscape. 
FOX Public Webcast: A New Era in Family Wealth: The Rise of Human Capital
We are entering a New Era in Family Wealth. The New Era represents a distinct shift in families’ needs and priorities. Family wealth has long been defined mostly in financial terms, which led to
The Rise of Business Email Compromise and How to Combat It
BPM
Since 2022, there has been a significant increase in cyberattack attempts targeting email accounts. Taking a closer look, BPM’s Cybersecurity Assessment Partner, David Trepp, explains how
2023 FOX Foresight
FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our members
2023 Employee Benefits Market Outlook
USI Insurance Services
As businesses look to grow and thrive, they will face tough choices between balancing budgets and addressing the employee benefits outlook. With a focus on ways to reduce the impact of cost-driving
How to Stay Ahead in the Digital Age
Eton Solutions
Eton Solutions discusses the current trends and challenges happening in the family office.
How to Stay Ahead in the Digital Age
Eton Solutions
Eton Solutions discusses the current trends and challenges happening in the family office.
New Data, New Trends: What You Need to Know About Employee Engagement in 2023
Rehmann
Engaged employees perform with passion, enthusiasm, and connection—they are often your star performers who you don’t want to lose. But in today's workforce environment, just
Quiet Quitting: What Does it Mean for Your Practice?
Rehmann
Quiet quitting is not new to the workforce, but it is on the rise and is a growing concern for organization leaders. What exactly is a “quiet quitter?" It's an employee