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The events of the last year have made the traditionally predictable world of real estate more chaotic and unclear. For family offices that invest in real estate, it means recognizing that every phase
The CARES Act requires all non-grandfathered health plans to cover a COVID-19 vaccine or other preventive measure, within 15 business days of recommendation by the Advisory Committee on Immunization
As the COVID-19 vaccine becomes a larger part of the national conversation, employers will need to assess and/or develop a vaccination policy and plan. Employer-driven vaccination programs require a
In a rapidly evolving virtual world, many family offices are revising or creating document retention practices to make sure they have secure access to critical personnel and family financial records
This live, interactive event for FOX members is intended to share investment ideas, deals under way, or opportunities being considered. This session will feature discussions with select investors on
Regardless of industry or structure, all organizations must be proactive to stay ahead of potential risks and unforeseen threats like a pandemic or economic downturn. Implementing an Enterprise Risk
Four senior partners from Plante Moran’s family office services group discuss, in a round table format, the challenges faced by family offices working in a remote environment and the evolving
Taking a risk assessment is a crucial part in developing a business continuity plan. In this podcast, learn more about the critical activities that can help your business continue the normal, day-to-
Our annual cybersecurity update where experts shared the leading threats you need to be aware of to keep your clients, your firm, and yourselves protected. In addition to recurring threats over the
It can be daunting to find a qualified, trustworthy property and casualty insurance advisor—who not only meets your family or office’s up-front needs, but also aligns with your sensibilities. The