Family Office Best Practices

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Global Digital Trust Insights Survey 2021
PwC Private Company Services
Just decades after coming out from under IT’s wing, the cybersecurity profession has matured. Armed with the insight and foresight that only experience and wisdom can provide, cyber stands at a
Family Office Document Retention: FAQs About How to Manage Risk
RSM US
In a rapidly evolving virtual world, many family offices are revising or creating document retention practices to make sure they have secure access to critical personnel and family financial records
Considerations for Everyday Situations: Checklist of Cybersecurity Best Practices
Tony Gebely
No one is immune from cybersecurity threats. And responsibility for protecting your data doesn’t rest with one person or provider. So it’s essential every organization follows at least some basic
Remote Work is Chance for Family Offices to Upgrade Technology Systems
RSM US
The COVID-19 pandemic has prompted all types of businesses to run a magnifying glass over their processes and infrastructure to ensure continuity and viability. For family offices, it is an
Tax Strategies for Family Offices with Distressed Assets
RSM US
As family offices evaluate their assets during the economic downturn, examining deductions and estate and trust planning can help form better strategies and objectives. In this Q&A
The Emergence of the Virtual Family Office
RSM US
COVID-19 has forced organizations of all kinds to consider what the future of their operations would look like in a post COVID-19 world. Family offices were no exception. Rapidly fading are the days
Surveying the Risk and Threat Landscape to Family Offices: Insights and Recommendations
Boston Private
The key to success of any risk management plan is the development of an “all risk” approach that takes the entire family enterprise into account. Through a survey of more than 200 family
How to Plan for Succession: Preserving, Protecting, and Passing on Wealth
BDO
The decisions made regarding ownership of the family office or closely-held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to
Combating Technology Challenges Within Your Family Office
RSM US
The rising criticality of information security at every level has made security a core necessity for most organizations, with many companies concerned about the risks related to a remote workforce.
Attorney-Client Privilege in Illinois Ownership Disputes: Protecting Privileged Documents
Schiff Hardin
Those with ownership stakes in privately held businesses, partnerships, or family offices need to closely collaborate with and trust others. But when there is a disagreement or dispute, it can create