Family Office Best Practices

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State of Work in America
Grant Thornton
In the post-pandemic work environment, having an objective tally of employee wants and desires can be a valuable tool for companies to gauge what American employees really expect. In this survey of 1
Actions to Counteract Russian Cyber Retaliations
Red Five Security
Cyber-attacks at all levels are not a new phenomenon, nor do the Russians have a monopoly on them. While the Russia/Ukraine crisis is at the forefront, it won’t be the last global event that
Transforming a Family Office to Reimagine the Value it Delivers
Eton Solutions
It is no secret that family office operations are changing. To stay relevant, family offices must evolve—and they need technology that can support them in this evolution. Specifically, offices
2022 Priorities for Mitigating Family Office Cybersecurity Risk
BDO
Over 50% of ultra-high net worth family wealth is managed through family offices, yet even the largest family offices lack the security resources of most banks and large corporations. This makes them
Perspectives on Insurance Planning
Baird
No matter where you are in your life’s journey, there’s an element of risk to plan for to protect your assets. Blake Panosh, Baird’s Manager of Insurance & Annuities, covers
Cybersecurity: Action Items for Every Family Office
Plante Moran
As family offices expand their technology footprint, cyberattacks are rising. Hackers continue to refine their approaches, but security controls and proactive planning can strengthen your family
Compensation Committee Priorities for 2022
BDO
Talent shortages continue to plague business leaders as priorities evolve at a rapid pace, making creative compensation packages more important than ever. To keep up with the shifting landscape,
Starting a Family Office Direct Investment Function
Plante Moran
As noted in The New Family Office 5.0 Model, a rising number of family offices are allocating resources to direct investments, including building an in-house direct investment function to gain
3 Trends to Build an Innovative Family Office
Entole
The onset of remote work and other needs in the family office space have accelerated the pace of growth and change. As a result, family offices are increasingly turning to technology to manage
Making the Case for Digital Transformation
Baker Tilly
With the pace of change accelerating in today’s environment, it becomes critical for organizations to adapt and embrace a digital transformation that goes beyond implementing new tools and