Enterprise Families


2023 FOX Foresight - It Can Be Done: Six Case Studies from Champion Global Enterprise Families
FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our
Wealth 3.0 in Practice: Harnessing the Power of Positive Attention
Dr. James Grubman, Dr. Dennis T. Jaffe, and Kristin Keffeler
With the shift moving away from a fear-based approach to a more positive paradigm, Wealth 3.0 presents the way forward in the wealth advising community. In practice, Wealth 3.0 empowers family
Governance: Sample Investment Committee Charter for XYZ Family
Cambridge Associates
For an investment committee to be effective, there must be a written committee charter that will help guide and add value to a portfolio. Following five core elements tailored to fit any family
Seven Technology Industry Predictions for 2023
After a turbulent 2022, the technology industry is facing another busy year ahead amid a shifting M&A environment, widespread layoffs, and an increased focus on corporate governance. We analyze
SECURE 2.0 Act: Key Takeaways Affecting Retirement Plans
Greensfelder, Hemker & Gale, P.C.
The SECURE 2.0 Act of 2022, signed into law by President Joe Biden on December 29, 2022, makes significant changes to the administration and taxation of retirement plans. It addresses many practical
Where Have All the True Investment Fiduciaries Gone?
HighView Asset Management
When it comes to true investment fiduciaries, there are two standards of care: suitability and fiduciary. In this video, HighView CEO Mark Barnicutt shares his perspectives on both standards, the
Getting Smart About Moving Your Art
Chubb Personal Risk Services
Proper packing and shipping is the best way to ensure the safety of valuable artwork. This practical guide will help the collector ask the appropriate questions of his or her art handler.
Cyber Resilience: Twelve Key Controls to Strengthen Your Security
Marsh McLennan Agency Private Client Services
The new cyber risk paradigm requires organizations to become more comfortable with the reality that the connective tissue of modern business is digital. Given this landscape and the increasing cyber
2023 Commercial Property and Casualty Market Outlook
USI Insurance Services
A changing insurance market continues to impact coverage, premium, deductibles, and many other essential factors. While the insurance outlook has challenges, there are opportunities to make positive
The Evolving Risk Landscape: Discovering New Ways for Organizations to Assess and Manage Risk
Baker Tilly
How can an organization be confident it is agile enough to react to the unknown and the evolving risk landscape? One of the best ways is by establishing a strong risk culture. In this e-book, Baker