Family Office Best Practices

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The Talent Trifecta: Recruiting and Retaining the Right Single Family Office Employees
Pitcairn
Finding the right talent to lead a single family office (SFO) is a bit like hunting an elusive, mythical creature. Legend has it they’re out there, but sightings are few and far between.
4 Signs It's Time to Rethink Your SFO (Infographic)
Pitcairn
Families too often fail to recognize—or choose to ignore—early signs that an existing SFO structure is cost prohibitive or failing to meet a family's shifting needs. In working with
Marijuana is Now Legal in My State, but Is it a 'Lawful Product'?
Patrick J. McMahon, Foley & Lardner LLP
The trend of states legalizing both medical and recreational marijuana use continues to gain momentum. Unfortunately for employers, this also means having to wade through an ever-growing patchwork of
Tools and Strategies for Navigating Difficult Conversations
One of – if not THE – most essential skills necessary in our profession is the ability to influence the outcome of our interactions with clients and colleagues. Ultimately, we need to be aware of the
New York Expands Pay Equity Law
James M. Nicholas, Foley & Lardner LLP
On the day that New York State honored the U.S. women’s soccer team for their World Cup victory—a team whose members have publicly demanded pay equity with the U.S. men’s soccer
All Employers Should Have a Leave of Absence Policy
Suzanne Dodge, Risk Strategies Company
Employers of all sizes inadvertently put themselves at risk by not having a policy establishing how long to continue benefits during a leave of absence (LOA). So, before the important questions arise
Expect More Class Action Lawsuits after CCPA
Rob Rosenzweig, Risk Strategies Company
With the implementation of California Consumer Privacy Act (CCPA) set to go into effect January 1, 2020, anyone doing businesses with California residents should not only be preparing their digital
Get the Most From Your Board of Directors
BNY Mellon Wealth Management
A board of directors is more than just a legal formality that meets four times a year. When used to its full potential, a well-designed board can help you grow your business, serve your
It's Time to Get Smart about Your Social Media Exposure
Bob Courtemanche, Risk Strategies Company
Posting fabulous vacation moments on Facebook—from a boat in Belize, to the top of a mountain at Chamonix—might be a fun way to share experiences with your friends, but it’s also a
The Impact of Global Reporting Requirements on Multinational Families
BNY Mellon Wealth Management
There is a growing desire to combat money laundering as part of the ongoing worldwide efforts against terrorism, and a crackdown on tax evasion has been recognized as one way to satisfy the urgent