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U.S. Trust Insights on Wealth and Worth® Findings Overview: Putting Wealth Into Action
U.S. Trust Family Office
It is often thought that financial success comes with a certain level of financial freedom: the freedom to pursue passions, to take risks, to give back and to make an even bigger impact. In the 2018
U.S. Trust Insights on Wealth and Worth® Detailed Findings
U.S. Trust Family Office
The 2018 U.S. Trust Insights on Wealth and Worth® study asked nearly one thousand high-net-worth individuals about their approach to building wealth and the extent to which they are using it to
Regulation Roulette, Part I: ASC 606 and Subscription Businesses
Sage Intacct
It’s not news that revenue is the key indicator of a company’s financial performance and health. What is news is the accounting rules around the recognition and reporting on that revenue is about to
Regulation Roulette, Part II: Six Rules for ASC 606 Readiness
Sage Intacct
Under the new ASC 606 revenue recognition standard, contracts are the basis of how organizations must recognize revenue. This places significant pressure on your accounting system and financial
Building a Family Office With Outcomes In Mind
Mutual Trust Pty
A common question that a family often asks prior to building a family office is “What is a family office anyway and does my family actually need one?” The answer depends on the family
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 non-family