Family Office Best Practices


Ch-ch-ch Changes: 4 Signs It's Time to Rethink Your SFO
The growing demand for single family offices (SFOs) is no surprise for family office executives who have helped wealthy families grow and evolve as new generations enter the fold. Yet for families,
Starting and Sustaining Family Meetings: An Insider’s Guide
Evidence suggests that good communication is a cornerstone of successful wealth transfer among families and those family meetings are a good platform for communication. Is there such a thing as “bad
CIOs as Trusted Business Partners, 2019 CIO Survey
Grant Thornton
As the realities of digital change, evolve, and grow, the CIO position has become more critical. The CIO as “IT operator” is a construct of the past. The role has evolved to include
Protecting Yourself Against Cybercrime
Marsh USA
According to the 2018 Global Risks Report, cybercrime is the top risk for business leaders in advanced economies, as well as the risk most likely to intensify. In fact, with the rising frequency of
The Changing Role of the CFO, Talent & Technology
Hawthorn, PNC Family Wealth
CFOs are feeling the rising pressure of leveraging new technology, such as cloud computing, robotic process automation, and various analytical tools, to improve the performance of their organizations
The Art and Science of Effective Talent Selection & Promotion
People make the difference and getting the right talent in place is crucial for any organization. Indeed, in a family office, there is no place to hide. In this session, we focused on both the art
How Employers Can Use Employee Benefits to Address Climate Change
Lori Jones, Thompson Coburn
In light of the recent severe weather events around the world, the Intergovernmental Panel on Climate Change’s Special Report on Global Warming of 1.5°C has caught the attention of the
Data Management and Privacy Compliance, a Video Series for Business Executives
Perkins Coie
No matter your industry, your company is a data company and for that reason, we are in a post-data world. Gen Z—your future customers and future employees—are already digital and
Data Management Best Practices and Privacy Strategy, a Video Series for Business Executives
Perkins Coie
Privacy and data security are issues that every company needs to pay attention to. But how do companies comply with all the various laws between Europe with the GDPR and in California with the
2019 Cyber Landscape: New Regulations, Risks, and Management Expectations
In this webcast, experts from Marsh’s Cyber Practices take a closer look at how changing cyber risk exposures, regulations, and best practices will change the cyber risk management landscape in