Best Practices for Family Offices Working in a Remote Environment​

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 landscape of family office. They share several case studies and their insights and best practices relating to risk mitigation, cyber security, internal controls, operations best practices, and the changing landscape for software and systems to support the remote work environment.