Family Office Best Practices

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Planning for Family Real Estate
A cherished beach house, lakeside cottage, mountain retreat, ranch, or other vacation property can foster deep emotional ties for families, creating unique opportunities and challenges over multiple
Top 10 Internal Controls to Mitigate Cybersecurity Risks in the Family Office
BDO
Even the worst cyberattacks have very simple origins: attack vectors. Currently, 92 percent of malware is delivered via email; however, because the types of entry points continue to evolve, many will
Family Office Risks: Managing the Impact of Change
Marsh Private Client Services
The complex, convergent nature of risks facing high-net-worth families requires family offices to adopt a different approach to risk management than many have in the past. A holistic approach, using
Family Office Best Practices
NEPC
Through the privilege of partnering with many successful and high-functioning family offices, we outline some of the best practices of family offices. The recommendations are based on discussions and
Why is the Family Office Model Becoming More Prevalent?
PwC Private Company Services
Dr. Alexander Koeberle-Schmid, family business expert at PwC, has helped more than 100 entrepreneurial families from around the world navigate the complexities of communal investing. In this episode
How to Navigate the Skilled Talent Crisis
Korn Ferry
It is often heard that 'good talent' is hard to find. But what constitutes a good talent? And where are companies going to find the talent they need when the gap between worker supply and
2019 State of the Family Office Industry
The FOX Family Office Study is intended to empower family leaders and family office executives to understand important metrics to measure family office value, identify areas for improvement, and plan
Pending Major Worker Reclassification Law Aims to Burst California's "Gig Economy" Bubble
Schiff Hardin
On September 11, 2019, the California Senate passed Assembly Bill 5, which California Governor Gavin Newsom is expected to sign. The law will have major implications on the so-called “gig
Amendments to the Illinois Equal Pay Act
Schiff Hardin
Illinois Governor J.B. Pritzker signed into law several amendments to the Illinois Equal Pay Act that are certain to have wide-ranging impacts. Most significantly, Illinois will join the growing
FOX Public Webinar: FOX Trends & Insights 2019
Family Office Exchange is committed to identifying trends and issues that have immediate and future impact on families of wealth. In this session, new FOX President Bill Sullivan and Chief Operating