Family Office Best Practices


Guide to Ransomware Prevention: Cybersecurity Leading Practices
Baker Tilly
Ransomware attacks not only cause significant direct and indirect costs to your organization, but they also degrade productivity and can cause irreparable reputational damage. By implementing
Fund Accounting in a Family Office
Eton Solutions
Coming Soon
What to Look for in an Independent Agent or Broker
Chubb Personal Risk Services
Whether you’ve worked with ultra-high-net-worth clients for years or are just starting to grow that business, you know that these families and individuals are typically very private and prefer
Does Wealth Change the Way You Think?
Chubb Personal Risk Services
There is so much more than the amount of the ultra-high-net-worth individual’s assets that can affect his or her attitudes, goals, and tolerance for risk. In this research report, a new
Out of Left Tail: How Adequate Property and Casualty Insurance Can Improve the Risk-Adjusted Return
Chubb Personal Risk Services
The Wharton research has found that the ultra-high-net-worth (UHNW) individuals want their financial advisors to make tangible assets and risk assessment part of their advisory services. In this
A Digital Revelation Infographic: Protect Your Privacy from Everyday Digital Behaviors
Red Five Security
From the five billion records that cybercriminals exposed in 2019 to the 42% of teens across 25 countries having a problem with their parents posting about them on social media in 2020, it is clear
Employee Vetting and Protection
Red Five Security
Individual employees can be an organization’s most valuable asset or their most significant risk. While each company and family offices will have different challenges and needs, there are best
For Family Offices, ESG Special Report Reflects Change and Opportunity
As global interest in environmental, social, and governance (ESG) issues continues to grow, so does its importance to family offices. Key trends and insights outlined in this special report stand to
Update on Proposed Tax Changes Affecting Estate Planning
Warner Norcross + Judd
The White House released a retooled framework for the Build Back Better Act on October 28, 2021. Notable aspects of the Biden framework that will affect estate planning include estate and gift tax
Building a Successful Family Office: Top 10 Questions to Answer
Creating a family office and sustaining its success starts with a thorough assessment of your family’s priorities, objectives, and capabilities. Whether your family is considering forming a