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2018 Family Office Benchmarking Study
Marsh Private Client Services
Today’s risk environment is more complex than ever before. Successful individuals, families, and family enterprises—including first-generation wealth makers and large, multi-generational
Authentication and the Internet-of-Things
A New Cybersecurity Paradigm Without Usernames & PasswordsCybersecurity has become a rapidly evolving chess game. Authentication is one of the key pillars of cybersecurity, as are data integrity
In the Wake of Federal Tax Reform, Family Offices Should Consider Restructuring
Waller Lansden Dortch & Davis
Federal tax reform has potentially and perhaps unexpectedly increased the tax liability for families by destroying the deduction for investment expenses. However, the recent United States Tax Court
"Career Conversations" Rather Than "Performance Reviews"—A New Take
Mahler Private Staffing
Performance reviews for staff members, often occurring either at the end of the year or on the anniversary of the staff member’s employment, are an important aspect of ongoing staff management
Handling Management Transition Challenges in Family Business Succession Plans
Mark Harder, Warner Norcross & Judd
Succession planning for a family business inevitably requires planning for the transition of the management team. This transition presents several challenges, including dealing with nonfamily
2018 FOX Multi-Family Office and Wealth Advisor Study
Family Office Exchange
This is the report of findings of the 2018 FOX Multi-Family Office and Wealth Advisor Study.The full report is only available to firms that participated in the study. If your firm participated,
Cybersecurity and Advanced Techniques to Safeguard Your Data
PURE Insurance
In today’s hyperconnected world, news headlines are filled with stories about identity exposure, data breaches and other major threats to your personal information and financial assets. And
Family Wealth Security Risks: Solutions for Families, Family Offices and Family Enterprises
AIG
In business-owning families, personal and business risks are often blended and are typically managed by different people and processes. This creates a gap in identifying risks and solutions that can
Transformation of the Ultra-Wealth Business
Family Office Exchange
How Clients, Employees and Pricing are Making an ImpactWe are entering a transformative period for the ultra-wealth business. It is driven by a tectonic shift of demographics that is leading to an
Managing Risk in the Rapidly Changing Single Family Office: A Roundtable Discussion
Plante Moran
It's a pivotal time for Single Family Offices, with more and more reviewing their structure and operations to minimize risks. In this roundtable discussion, experts share how Single Family