Family Office Best Practices


6 Best Practices for Addressing Employee Mental Health Needs
HUB International Personal Insurance
With depression affecting as many as one in three adults, greater attention has been given to mental health in the workplace—including the impact poor mental health has on workplace morale,
Family Office Location Guide
Selecting or reviewing the location of your family office is a highly complex and challenging exercise. As your family grows and gains assets and business interests that are often outside your home
The Growing Regulation of AI-Based Employment Decision Tools
Perkins Coie
The growing use of video and automated technology, including artificial intelligence (AI), in employment practices—and the concern that the technology may foster discrimination and bias—
5 Ways Managers are the Answer to Employee Engagement
We’ve all heard the terms “quiet quitting,” “quiet firing,” and the “great resignation” that point to the need for better employee engagement, which is a
Open Enrollment 2024: Health Savings Accounts
Plante Moran
Employers who sponsor high deductible health plans (HDHPs) that are compatible with health savings accounts (HSAs) should take the opportunity to explain how they work during open enrollment. Through
Corporate Transparency Act: Identification of Individuals Who Exercise Substantial Control Over Reporting Companies
Kozusko Harris Duncan
Following the enactment of the Corporate Transparency Act (CTA), the U.S. Department of the Treasury's Financial Crimes Enforcement Network (FinCEN) explained that the CTA and FinCEN regulations
Corporate Transparency Act: FinCEN Beneficial Owner Information Report Requires Street Address of Principal Place of Business
Kozusko Harris Duncan
As families and their advisers begin to prepare for U.S. entities in their succession planning structures to comply with the Corporate Transparency Act (CTA), consideration should be given to U.S.
Is Your Family Office Reaching Its Full Potential?
Family offices continue to be the preferred way for ultra-high net worth individuals and families to manage assets and to support the goals and legacy of their family. But today the existing 14,000+
Ten Minute Interview: Domestic Workers and Family Offices
Foley & Lardner
In this interview, attorney John Litchfield of Foley & Lardner’s Labor & Employment group discusses the key considerations family offices should keep in mind when it comes to domestic
Hybrid Work Arrangements Drive Growth
Grant Thornton
Employers need to be mindful of building culture as they embrace hybrid work. In this conversation, business leaders explore the topic and discuss the critical aspects of engaging employees in a