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Recruiting the right talent in a family office is widely known to be one of the most challenging and important initiatives a family can face. However, retaining that talent once an individual is
Given the increasing trend towards global mobility, many international families have members who in the United States or are United States citizens by virtue of birth in the United States. There can
Now that the final regulations are out on the Affordable Care Act’s employer responsibility requirement, employers have a lot of decisions to make about how to implement these requirements.
Join us for a look at the keys to successfully administering a private trust company (PTC). Chuck Schultz, national partner of McGladrey’s Estate and Gift Practice, will offer insights
Family offices and wealth advisors have a greater need for integrated CRM solutions enabling them to:deliver consistently exceptional and highly personalized serviceseamlessly coordinate cross-
Have you considered what it will take to recruit the next generation of leadership to lead your family office to success over the next 15-20 years?Successful recruitment and retention of your office’
Business owning families face the simultaneous challenges of running a business while planning for the future of the family and the management of family capital. While successful businesses benefit
The vast majority of the wealthy actually come from middle-class or working-class backgrounds. When they find themselves in the wonderful but unfamiliar world of wealth like immigrants to a new land
Compensation and benefits are consistently the largest line items in every family office budget, and the people on your team have the greatest impact on your overall success. Consequently, you need a
Aligning investment strategies and anticipated investment returns with trust distribution policies is both an art and a science. The science is regulated by laws and fiduciary responsibilities and