Family Office Best Practices


Data Management and Privacy Compliance, a Video Series for Business Executives
Perkins Coie
No matter your industry, your company is a data company and for that reason, we are in a post-data world. Gen Z—your future customers and future employees—are already digital and
2019 Cyber Landscape: New Regulations, Risks, and Management Expectations
In this webcast, experts from Marsh’s Cyber Practices take a closer look at how changing cyber risk exposures, regulations, and best practices will change the cyber risk management landscape in
2019 Guide to Tax and Wealth Planning
PwC Private Company Services
Managing wealth can be particularly complex as policies and tax laws change. Employing financial, legal, and tax professionals can help, but each family should be vigilant in understanding and
2019 FOX Foresight – What's on the Minds of Members
Family Office Exchange
FOX Foresight keeps members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts
2019 FOX Foresight – Approaching Personal and Physical Security With a Risk-Based Perspective
Family Office Exchange
We hear a lot today about the cybersecurity risks we face but to protect our families, it’s crucial not to forget the importance of effectively managing personal and physical security. In this
Employers Face an Increase in Class Action Lawsuits Based on Pre-Employment Background Checks
John C. Dunn, Koley Jessen P.C.
An increasing problem facing employers is the threat of class action lawsuits related to their use of background checks. In these lawsuits, plaintiffs claim that employers are violating a federal
3 Trends in 2019 Every Wealthy Family Should Know About
When it comes to the family, dynamics are changing. There is no longer one dominant family form in the U.S., according to Pew research. Parents are waiting longer to have children, and many
Optimize the Creation of Performance Reporting
SEI Archway
With a seemingly infinite amount of performance data points and varying degrees of investor knowledge among stakeholders, it can be difficult to determine the reporting requirements for each group.
Internet Security for Family Offices: 10 Steps to Protect Online Information
SEI Archway
The Internet has bought connection, communication, and efficiency to the business world, including famiy offices. However, conducting business online without proper security and knowledge of risks
Cybersecurity Compliance Does Not Equal Security
The reality today is many companies have relied too much on conducting just a cybersecurity compliance checklist assessment and framework. While compliance with government and industry documentation