Family Office Best Practices


The War on Retirement Plan Fees: Is Anyone Safe?
Chubb Personal Risk Services
Almost every employer that sponsors a retirement plan should be concerned about potential liability for a type of exposure known as excessive fee claims. Historically filed against only the largest
The Psychology of Wealth in Taxing Times
BKD CPAs & Advisors
Effectively adapting to adjustments in economic culture and wealth is often difficult and requires families to balance past tradition with the need to move forward. Internationally-recognized family
Digital Transformation in the Pandemic and Post-Pandemic Era
If there were any lingering doubts about the necessity of digital transformation to business longevity, the coronavirus has silenced them. With rare exception, operating digitally is the only way to
5 Tips to Protect Against ID Theft
Identity theft occurs when personal information about an individual is stolen and used typically for financial gain. Criminals can obtain personal information electronically through hacking or
The Resilience Playbook: From Recession to Recovery and Beyond
Every business is at a different stage in their journey through the COVID-19 crisis. Some are very focused on weathering the storm through an economic downturn. Other businesses remained fairly
Guide to Credit Freeze
A credit freeze is a free mechanism that allows you to restrict access to your credit report. Although there are limits to a credit freeze, it will generally prevent thieves from opening new accounts
Should We Have a Virtual Family Meeting?
Abbot Downing
During this time of social distancing, family meetings are still important, maybe even more so to maintain family connectedness and sense of purpose. This special report helps you organize and
Panel: Capital Allocation in Complex Family Enterprises During a Crisis
One question that is often asked when working with family offices is “What are families like mine doing”? The interest in the answers is even greater during periods of crisis, such as the
Ready to Reopen
As states begin to lift restrictions put in place during the COVID-19 pandemic, a new normal is emerging—a new way of life requiring answers to new and often complex questions, particularly for
Reboot: Returning to the Workplace
PwC Private Company Services
As states, localities, and health officials begin to set parameters around reopening businesses, bringing your people back onsite successfully won’t be as simple as flipping a switch. Every