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Evaluating and purchasing a capture device begins with a careful assessment of needs. This paper provides guidance not only in determining those needs but also in calculating the return on investment and total cost of ownership of converting paper documents to digital and incorporating them in an enterprise document management system.

Good e-mail management involves adequately capturing, categorizing, indexing, storing and protecting business information contained in e-mails, making it retrievable when needed and disposing of it according to company policies. Implementing an email management system for your company means doing some homework, but careful planning and preparation will lead to success.

The family office integrates many diverse components – taxes, philanthropic giving, trusts, personal services, property management and legal matters. A carefully chosen document management system can streamline these many pieces and reduce the overall cost of doing business.

Private investment firms that can differentiate themselves by demonstrating an infrastructure that includes complete partnership and portfolio accounting, system-enforced controls and full transparency while being able to manage complex portfolio strategies, ownership structures and allocations have a significant advantage in growing their businesses.

While men continue to play a leadership role in their families when it comes to wealth management planning and decision-making, a growing number are inclined to discuss the family wealth and wealth transfer intentions with not only their spouses but also their heirs. Research indicates wealth-related decision-making is now a shared responsibility in more than 50 percent of households.

While men continue to play a leadership role in their families when it comes to wealth management planning and decision-making, a growing number are inclined to discuss the family wealth and wealth transfer intentions with not only their spouses but also their heirs. Research indicates wealth-related decision-making is now a shared responsibility in more than 50 percent of households.

It is clear that affluent women today are involved, aware and knowledgeable about their wealth and wealth management. Indeed, more women are overcoming inherent obstacles and stereotypes by reaching out for additional financial knowledge and engaging experts as well as spouses to aid them in making prudent wealth management decisions.

While men continue to play a leadership role in their families when it comes to wealth management planning and decision-making, a growing number are inclined to discuss the family wealth and wealth transfer intentions with not only their spouses but also their heirs. Research indicates wealth-related decision-making is now a shared responsibility in more than 50 percent of households.

The crisis of confidence in private banking has some obvious causes. It also has one not so obvious remedy: change the ownership structure. This remedy, however, requires a high level of involvement in all aspects of the business. For those families willing to make the commitment, Mutual Private Bank says, the only confidence that matters may be in their own choices.

Wealthy global families are becoming increasingly aware of their need for a well thought out citizenship and residency strategy to protect their wealth and to safeguard their freedom of movement. This paper from Northwood Family Office makes the case for Canada as a safe and surprisingly tax-efficient alternative to many of the more well known citizenships the wealthy can consider acquiring.