Family Office Best Practices


The 9 Questions you Need to Ask to Take your Board from Good to Great
PwC Private Company Services
Creating a truly effective board doesn’t happen by accident. From selecting the right people, to running crisp meetings, to fostering good working relationships with management and one another
How Your Board Can Better Oversee Cyber Risk
PwC Private Company Services
Having a good cyber risk management program in place might help a company prevent some breaches. But more importantly, when a breach does happen, it can help companies get back on their feet faster
Highlights from the 2018 FOX Family Office Compensation and Benefits Survey
Attracting and retaining talent is the top Human Capital challenge in family offices today. FOX Managing Director, David Toth and Ken Cameron and Bruce Benesh of Grant Thornton LLP joined us and
Equity Compensation
The ability to attract, retain, and reward a superior workforce is fundamental to every organization’s long-term growth. One way to achieve it is to offer stock options to employees, giving
2018 FOX Family Office Compensation & Benefits Report
Family Office Exchange
The 2018 Compensation and Benefits Report is designed to aid family office board members and executives in their review of the office’s compensation plan. The report highlights the key areas of
Family Office Structure: Lender Decision
In December of 2017, the U.S. Tax Court decided in the Lender Management, LLC v. Commissioner case that deductions that were part of a taxpayer’s trade or business were deductible under
New York State and City Raise Bar for Employers in Handling Sexual Harassment Allegations
Michael P. Wissa, Schiff Hardin
Both New York State and New York City have recently passed a series of laws that significantly increased the protections against sexual harassment in the workplace. These laws outline additional and
The 5 Questions To Ask Your Controller
Sage Intacct
As the office of the controller becomes ever more strategic—creating higher levels of financial visibility to help drive growth and profitability—the financial organization’s
Natural Disasters: Understanding Exposures and Risks
Over the past several years, the world has experienced an increase in the number of devastating natural disasters, yet according to FEMA more than 60% of Americans lack a household emergency plan. In
Protect Your Digital Assets with These Cybersecurity Best Practices
Plante Moran
There are ways to improve your data loss protection by taking a few steps. These cybersecurity best practices will help you stay ahead of hackers and can keep your office and clients safe.