Family Office Best Practices


Energizing Family Meetings: Planning and Facilitation Tips
Remember when the most difficult decision was selecting where to hold the family meeting? Welcome to the Family Meeting of 2021 where proper planning and expert facilitation matters more than ever.
Cybersafe Solutions: Fundamentals Checklist
PURE Group of Insurance Companies
From phishing emails and identity theft to fraudulent money transfer requests, cybercriminals continue to find new ways to target individuals and their assets. This fundamentals checklist and
Simply Tax Podcast: Simply the People Stuff
BKD CPAs & Advisors
“I’m 100 percent not you, and you’re 100 percent not me.”— Find out why that powerful reminder from guest Cassie Atteberry is the key to making the “people stuff
The American Rescue Plan Act's Effect on FFCRA and COBRA
Greensfelder, Hemker & Gale, P.C.
Among its many provisions, the American Rescue Plan COVID relief addresses paid sick and family leave under the Families First Coronavirus Response Act (FFCRA) and makes temporary but significant
Tax Technology for Investment Partnerships
Tax technology has been missing for a long time for many partnerships, most notably investment partnerships. There has been an increasing demand from fund CFOs for much more timely tax reporting, and
What Tax Technology Looks Like in 2021 and Beyond
As businesses and the economy recover from the COVID-19 pandemic and seek to reestablish some normalcy, tax professionals have a rare opportunity to lead change within their organizations. For some,
Developing a COVID-19 Vaccination Program
HUB International Personal Insurance
The unprecedented timeline of the COVID-19 vaccine becoming available has raised concerns about its safety and efficacy. As the vaccines become more widely available, employers have a responsibility
Preparing for the Next Generation of Ransomware Attacks
Warner Norcross & Judd
When a ransomware attack happens, it forces many organizations to make a difficult choice—pay the ransom or experience prolonged business or data loss. But there is also another complication
Marsh Family Office Benchmarking Study 2021
Marsh & McLennan Companies
2020 was a year of diverse risks marked by a global pandemic, a record number of storms, catastrophic wildfires, and ongoing threats to people and property from other perils, including cyber risks.
Corporate Transparency Act Creates Privacy Concerns for Family Offices and Private Trust Companies
Waller Lansden Dortch & Davis
High net-worth families for whom privacy is a paramount consideration may be concerned that the Corporate Transparency Act, which became law on January 1, 2021, creates a risk of sensitive ownership