Family Office Best Practices


The Cost of Complexity: Why Does It Matter?
Scott Winget
Private trust companies; profits interest structures; direct investments. The world of family wealth management is getting more complex all the time. As families and their office management teams
Cybersecurity Best Practices for Family Offices
BNY Mellon Wealth Management
Family offices are a key target for cybersecurity breaches and, with many organizations requiring their employees to work remotely due to the COVID-19 pandemic, the risks have only increased. With
As Marijuana Becomes Mainstream, Challenges Remain for Employers
Marsh & McLennan Companies
While marijuana is still illegal under federal law, what was previously considered a forbidden substance is now part of the mainstream. As public policy evolves, risk professionals must stay abreast
Risk Resilience Report: Keys to Building a More Resilient Business
Marsh & McLennan Companies
The risk landscape has shifted, and one thing is clear: Organizations must be resilient. Whether an organization faces a sudden event that strikes with little warning, or a risk that emerges over
2021 FOX State of the Ultra-Wealth Business
Family Office Exchange
This is the report of findings of the 2021 FOX State of the Ultra-Wealth Business.The full report is only available to firms that participated in the study. If your firm participated, please contact
The Next Normal: Preparing for a Post-Pandemic Fraud Landscape
Grant Thornton
Is your organization ready to ride the next wave of fraud in the post-pandemic environment? To assess how organizations are preparing for the “next” normal, the Association of Certified
President Biden's Tax Plans? General Explanation of Administration's Fiscal Year 2022 Revenue Proposals
Waller Lansden Dortch & Davis
As family offices consider their tax planning strategy, it is important for their tax attorneys, financial executives, and legal team to conduct an analysis of the Biden Administration’s Tax
Ransomware: A Call for Enhanced Resiliency
Ransomware is a dynamically evolving risk, impacting organizations around the world with rapidly increasing loss frequency and severity. The insights on this risk are intended to focus
Taking a Shot at COVID-19: What Employers Need to Know About Vaccinating Their Workforce
Sheppard, Mullin, Richter & Hampton LLP
A vaccinated and protected workforce will be the key to ending the pandemic and emerging from the COVID crisis. Employers are uniquely positioned, if not charged with, leading this effort, but a
Women in Business: A Window of Opportunity
Grant Thornton
The pandemic’s economic and social fallout have permanently impacted both the nature of the workplace and women’s opportunities within it. Working practices have become more flexible, new