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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
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
The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from strong markets in 2019 they are experiencing costs rising
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-
Business impersonation scams are a large and growing risk for high-net-worth individuals, closely held business owners, and institutions. Scams have claimed victims in all 50 states and more than 100
When evaluating and trying to find the right insurance advisor or company, it helps to have a map outlining the RFP process and a checklist of best practices. Learn where to start in your search and
When selecting an insurance advisor, make sure the person is part of the best-in-class group. Use this checklist to help pick the right one for you and your family.
Talent development is an opportunity and challenge for any business, but the distinctiveness of a family office presents flexibility and greater challenge. In this webinar we explored:Why talent
According to FOX research, changing client behavior impacts what services need to be provided, how to develop talent and even the way firms articulate their value in the marketplace. In this webinar
We have entered a transformative period in the ultra-wealth business. In support of our multi-family office, family office executive, and advisor member efforts to keep pace with the dynamic