Resource Search

In this video, John Stewart engages with Libby Doran and Nayana Jha at Doran Leadership Partners—a boutique organization with a national reach, specializing in family enterprise and executive search, with a significant focus on family offices. Together, they discuss the unique recruiting challenges and trends within the family office space, including amid the lack of succession planning.

For many business owners, selling a company represents the culmination of years—sometimes decades—of hard work, innovation, and personal sacrifices. It’s not just about finding a buyer and signing documents; it’s about preserving their legacy, securing their financial future, and ensuring that what they’ve built continues to thrive. Whether you’re considering an exit in the coming years or read to begin the process, this guide offers a structured approach to support your goals, preserve your legacy, and help ensure a smooth transition to new ownership.

With the passing of the One, Big, Beautiful Bill Act (OBBB), the tax landscape was reshaped for high-income earners by making certain the Tax Cuts and Jobs Act provisions permanent and introducing some new tax breaks. Learn more on how the OBBB impacts your tax planning through this guide that offers a variety of strategies to minimize your taxes in the current tax environment.

Drawing on the contributions of 605 Family Office professionals, from Personal Assistants to Investment Professionals to C-Suite executives, this year’s report represents the combined findings from both the survey and the 20 in-depth interviews with senior leaders across all regions. With their inputs and the reliance on in-house proprietary data, KPMG and Agreus have created benchmarks for salaries, bonus structures, and long-term incentive plans (LTIP).

With fraudulent activities on the rise and the potential for severe financial and reputational damage, board members must remain vigilant and proactive. By reexamining the board’s role in fraud prevention, detection, and mitigation in an age of disruption, this practical guide is crafted to assist board members in their mission to be proactive, diligent, and equipped with the knowledge and strategies necessary to uphold the highest standards of corporate governance.

In this “Two Byte Conversations” podcast episode, attorney Kevin Angle and Aaron Mendelsohn discuss the ins and outs of building a privacy program and how to work with internal stakeholders and clients to build trust and respect. They also talk about Mr. Mendelsohn’s book, Operationalizing Data Protection & Privacy, his experience teaching cybersecurity and privacy law at Cleveland State University, and their views on what makes an effective legal counselor and privacy officer.

With the passing of the One Big Beautiful Bill Act (OBBBA), the U.S. Federal Reserve cutting interest rates, and inflation showing signs of moderating, tax planning remains important for taxpayers seeking to manage cash flows and reduce their tax liabilities over time. As you close out 2025 and prepare for the year ahead, use this guide to help make informed decisions—and identify opportunities for reducing, deferring, or accelerating your tax obligations.

Private companies find themselves navigating a tax landscape marked by rapid change and increasing complexity. The wave of legislative, economic, and technological developments over the past year has created novel challenges. There are also new opportunities and risks that come with the One Big Beautiful Bill Act (the OBBBA), making proactive planning and compliance essential.

With the ongoing shift from disaster recovery to continuous operations for businesses, it represents more than a technical upgrade—it’s also about how organizations approach risk management, operational planning, and incident response. Addressing the changes, we explore how data center owners and developers can build comprehensive business continuity plans that avoid detrimental down time and mitigate costly compliance violations.

In this episode of Visions and Voices, Armanino's John Stewart joins Simran Kang from MyFO to explore the future of family office technology. Together, they discuss the challenges family offices face, like outdated tools (such as spreadsheets) and the lack of comprehensive data aggregation systems. They also dive into MyFO’s mission to simplify financial management through intuitive, user-focused technology. Key topics include: