Family Office Best Practices


Responsible Investing: Making an Impact Beyond Philanthropy
BNY Mellow Wealth Management
Family offices are embracing responsible investing in increasing numbers to align investments with values. We explore what’s driving the demand for responsible investing, the range of potential
New Bill Proposes Family Offices Register with the SEC and Begin SEC Reporting
Warner Norcross & Judd
On July 29, 2021, the United States House of Representatives Committee on Financial Services gave support to the HR 4620 bill that may be a harbinger of efforts to impose additional oversight of
The Time for Estate Planning is Now
BMO Family Office
Today’s environment is perfect for high net worth individuals and families to maximize flexibility, minimize taxation, and execute their desired plan. But given the current economic and
CFOs Need to Win the Talent War, But Not at Any Cost
Grant Thornton
Things are new, not normal. As the pandemic recedes, businesses are not headed into a familiar past. Nearly two-thirds of CFOs are worried that talent shortages could impair their ability to meet
The Path to the Family Office of the Future
Eton Solutions
Professionals working in family offices are experiencing significant and increasing complexity, recognizing the need to evolve and remain up-to-date with their technology tools, software, and
Employment Law Now: Vaccines, Masks, and Other Big Developments
Cozen O'Connor
In this podcast episode, learn more about the latest updates on mandatory vaccine and mask policies, new action to ban non-compete agreements, a big free speech decision, New York regulatory updates
Inside Scoop: D&O Insurance Tips and Trends
Cozen O'Connor
In this episode, two industry experts share their thoughts and practical guidance on directors and officers insurance (D&O), covering the fundamentals of the protections that A-B-C D&O
Do I Need a Multi-Family Office?
Tolleson Wealth Management
Ever wonder if a multi-family office is right for you? In this podcast episode, Tolleson Wealth Management's President Richard Joyner answers that question. He also shares the trends he sees in
The Administration's Income Tax Proposals for Fiscal Year 2022
Greensfelder, Hemker & Gale, P.C.
In May 2021, the Treasury Department released its General Explanations of the Biden administration’s fiscal year 2022 revenue proposals, commonly referred to as the “Green Book.”
Vendor Selection: Best Practices for Risk Management
Risk Strategies Company
Third-party vendors can range from custodial companies, to IT services, to professional service firms. Whatever their contracted function, they have access to your physical premises and/or your