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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.
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’
The State of the Art in Family Wealth Management is a great resource for those who need to better understand what it means to be an “enterprise family” and understand how to work
In 2013, U.S. Trust partnered with The Philanthropic Initiative to conduct research on philanthropy discussions between professional advisors and their high net worth clients. The findings show
As advisors, it is second nature to ensure that families have a transition plan in place for the future. So, why don’t more firms apply the best practices they advise for families into the
Every family faces a time when for one reason or another individual family members have to learn how to live off a finite level of wealth. Whether that necessity is prompted by the termination of a
With all of the news about foreign state intrusions into U.S. systems, it’s easy to forget that there are other risks. Family offices and wealth advisors are more likely to be targeted by
As competition increases, it’s even more important to differentiate, stay informed of industry trends and better understand where your firm measures up in relation to the industry. FOX recently
The task of managing complex, expensive, and relatively new businesses is complicated by the lack of good benchmarks. How profitable are these businesses? How efficient? Although opinion, speculation
One of the most important roles of a family office is that of family risk manager. There are many risks facing wealthy families and family offices should establish and maintain an effective