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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,
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
This is the report of findings of the 2016 FOX Multi-Family Office and Wealth Advisor Benchmarking Study. The full report is only available to firms that participated in the study. If your firm
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
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
The hedge fund industry got started in Greenwich when the location offered access to the best talent, tax and business incentives, and proximity to key executives’ homes. These important
Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market is a great resource for those seeking to fortify their understanding of the client experience and how to uniquely
The rapid changes in technology are all around us and the latest financial technology developments feature in the news daily. But what does it mean to the family office? What developments
Culture is a hot topic. It was the Merriam-Webster “Word of the Year” in 2014 and it’s particularly critical in family offices. Learn the family office culture fundamentals that are often overlooked