Family Office Best Practices


Navigating the Complexities of Newfound Fortunes
Many newly wealthy families can credit their expanded fortunes to a major liquidity event, most frequently the sale of a business. For many in this group, recently acquired wealth creates a host
Enterprise-Level Operations for a Family Office
Eton Solutions
To succeed, any organization needs to develop, maintain, and adhere to well-defined business processes and workflows. For family offices, which manage the complex financial and business affairs of
The Talent Problem, Revisited
Baker Tilly
Attracting and retaining talent was a significant problem for many organizations before the COVID-19 pandemic, and it continues to be a major issue across most industries. While the pandemic
Navigating the Risks of Household Employment
TEAM Risk Management Strategies
Taking on the role of a direct household employer can be complicated—even for households with a single employee. This guide includes best practices for navigating the complex environment of
The Advantages of Master Global Custody for Today's Family Office
BNY Mellon Wealth Management
It's essential to understand the role that the right custodian can play in helping ultra-high net worth families build, maintain, and protect their wealth. By choosing a master global custody
The Future of the Family Office Space
AMDG Architects Inc
Rethinking the physical family office space is complex, especially in the new world of hybrid workstyles, and family offices may be wondering why the design of office space matters at all.The answer
Family Office Answer Book: A Complete Guide for Family Office Executives
Plante Moran
This guidebook takes a critical look at significant challenges and opportunities in family office operations and offers comprehensive guidance with a future-focused lens. Gain expert insight,
The Reimagined Family Office
Eton Solutions
Eton Solutions discusses the current trends and challenges happening in the family office and presents an operating model solution in this video.
Questions to Consider When Evaluating Your Family Office Space
AMDG Architects
When you start the process of rethinking your family office workspace, an important step is to ask intentional questions. Beginning with the “why,” this checklist provides prompts
Real Estate Direct Investment in the Family Office
Plante Moran
Real estate as an asset class requires constant attention to ever-changing variables. Implementing a defined, analytical, yet flexible asset management process within your family office’s