Family Office Best Practices


COVID-19 Family Office Webcast: Deep Dive into COVID-19 Liquidity Programs and the Family Office Application
Family offices and their affiliated businesses have gone through a number of transformative changes due to the disruptive nature of COVID-19. Many will qualify for COVID-19 liquidity programs. In
The Impact of COVID-19 on Best Practices for Hiring ​and Managing Domestic and Family Office Staff
Peter Mahler founded Mahler Private Staffing over 30 years ago. He and his team have staffed the homes and family offices of over 1,000 of America’s leading families. Join Peter as he discusses the
Cybersecurity Spotlight: Special Focus on Family Offices
Cyber criminals are increasingly turning their focus on family offices—the "target-rich-zone"—to steal a great deal of valuable information and money. It's also an easy
Summer Camp Closed Due to COVID-19? Employees May Be Entitled to Paid Leave Under FFCRA
Greensfelder, Hemker & Gale
Under the Families First Coronavirus Response Act (FFCRA), employees may be entitled up to two weeks of paid sick leave and up to 12 weeks of expanded family and medical leave. In the event a child
New IRS Coordinated High Wealth Audit
Waller Lansden Dortch & Davis
The IRS is coming out of its silos. Between July 15 and September, the IRS will audit several hundred high-income individuals and one or more related entities, typically one or more pass-throughs.
The Hidden Costs of QuickBooks
Sage Intacct
Most small businesses begin their financial lives using Intuit's QuickBooks, but if your business has moved beyond the entry level, your organization may be facing a number of challenges as you
For the Record: Tips for Documenting Your Organization's COVID-19 Story
Milestones Historical Consultants
COVID-19 has tested the resilience, creativity and crisis management skills of organizations and governments around the globe. When the dust settles, will your organization have a trove of
50-State Emergency Order Tracker: Roadmap to Restart
Foley & Lardner
As businesses navigate their way through the COVID-19 landscape that includes knowing how to handle complex legal and operational decisions, this roadmap provides details on effective dates
Best Practices for Family Offices Working in a Remote Environment​
Four senior partners from Plante Moran’s family office services group discuss, in a round table format, the challenges faced by family offices working in a remote environment and the evolving
Damages and Loss of Income from Recent Unrest Are Likely Covered
Risk Strategies Company
The recent wave of protests and civil unrest that has roiled the nation has, in some cases, led to dangerous conditions in major American cities. Damage to business offices, stores, and restaurants