Client Experience and Expectations

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Another Day, Another Breach
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With an estimated 82,000 variations of viruses and malware released every day by hackers, how can you keep your client data secure? There is no room for complacency when it comes to the security of your client data, yet it is easy to become apathetic when nearly every day another cybersecurity breach is reported. This article provides several helpful guidelines to protect your office network.

When it comes to safeguarding your records, the best action is to THINK
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Not long ago, we were more protective of our privacy. Following the advent of e-commerce, all that has changed. Today, we don't think twice about buying something online with our credit card or entering our personal information without giving a thought to who has access to this personal and financial information.

Staying Power: How do Family Businesses Create Lasting Success
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Family businesses are an essential source of prosperity and stability to both our global economy and our society. The characteristics and practices of large, long-lived family businesses serve not only as a model for other family businesses but also for all companies that aspire to maintain an entrepreneurial spirit, innovate and maintain growth. The global survey presented in this report focuses on seven success factors for family businesses, including succession, women in leadership, governance, communication and more.

2015 Wealth Advisor Forum Recap
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To build a successful integrated wealth plan, advisors need to collaborate and cooperate as a fine-tuned team. They cannot afford to think of themselves in compartmentalized terms, or the family will suffer. During the Forum, speakers examined how individual expertise integrates with that of the other advisors in a family’s advisor ecosystem, taking on joint responsibility in the comprehensive, integrated and coordinated process of building family sustainability.

Bridging Effectiveness Gaps: A Candid Look at Board Practices
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Effective Board oversight demands information that is current and relevant. However, the natural gaps that exist between what management communicates to the board and what the board needs to know, often creates inefficiencies and ineffectiveness of oversight. This report tackles these issues of disconnect between management and the board and offers ways to enhance the exchange of information between these two entities.

Exploring Your Personal Leadership Brand: Becoming The Master-Builder Of Your Future
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As an advisor responsible for providing holistic and integrated family wealth services, leadership is an integral part of your every day responsibility. Sarah Biggerstaff, noted coach and lecturer in the practice of leadership at Yale School of Management, will walk participants through a process to unlock their potential and explore their personal identity as a leader. Sarah believes there is no one-size fits all approach to leadership and will help advisors explore and develop their own authentic style.

Understanding And Applying Industry Trends To Exemplary Advisor Service
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Sustainability of the family and wealth for the long-term is critically dependent on current conditions and trends that impact families today and well into the future. Family Office Exchange is pleased to provide a panel of industry leaders whose experience, position and knowledge of the industry places them at the forefront understanding the work critical for success as the architect, engineer and constructor of full integrated, exemplary advisor service.

Eight Dimensions of Multi-Dimensional Advisory Service
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The Advisor as the Master Builder. Among the many benefits of deploying design-build project delivery methodology for complex construction projects is a single point of responsibility. As such, the master builder team is responsible for all aspects of the project—leaving an owner free to focus on the project’s scope and general decision making.