Family Office Best Practices

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The Future of Family Office Reporting
BPM
While there are many items family offices should look for in technology solutions, one vital component is reporting capabilities. For family offices considering a move to Sage Intacct, there are five
3 Ways to Keep Remote Employees Engaged
BPM
With the right tools and commitment, most businesses can make remote work just as productive, if not more productive, than in-person office work. Ultimately, remote work requires leaders to retune
Boundaries That Matter: Managing Family Assets Outside the Family Business
Family Office Exchange
While successful businesses benefit from disciplined operations and strategic planning, the management of family wealth is often eclipsed by the needs of the business and improperly delegated to
Tax Considerations for Family Office Under the Biden Administration
RSM US
The day before President Joe Biden’s inauguration, it became clear that his ambitious tax plan is lower on the administration’s to-do list than alleviating the public health crisis and
Flowchart Guidance on Suspected COVID-19 Cases in the Workplace
HUB International Personal Insurance
As an employer, what do you do if you suspect that one of your employees has COVID-19? When is it safe and compliant for your employee to return to work after COVID-19; after a case that is suspected
COVID-19 Workplace Safety Self-Inventory Toolkit
HUB International Personal Insurance
The employer’s safety protocols are an essential tool to help reduce the community spread of COVID-19 in the workplace, prevent and defend against lawsuits, and demonstrate compliance with OSHA
Checklist for Changing State Domicile
BNY Mellon Wealth Management
Taking affirmative steps to move one’s property and connections out of their old home is critical to avoiding undesired consequences, such as dual domicile treatment or taxation by another
Cyber Attacks on Private Wealth Clients and Family Offices and Steps for Mitigating Your Risks
Foley & Lardner LLP
Cybercriminals have migrated their attacks from larger businesses and hardened targets to private wealth clients and family offices, where the defenses are low or non-existent. In this webcast, hear
Kaplan Discusses Whether Employers Can Mandate COVID-19 Vaccine on WisBusiness Podcast
Foley & Lardner LLP
Before deciding on whether to mandate a COVID-19 vaccine at the workplace, there are a number of considerations that an employer should bear in mind. This includes costs from securing the
2021 Technology CFO Outlook Survey
BDO
The tech industry was undergoing a period of introspection even before the COVID-19 pandemic began. While the crisis spotlighted the importance of the tech industry and existing technology, the