Family Office Best Practices


Protecting Your Family from the Unexpected When Hiring Domestic Help
Warner Norcross & Judd
Hiring domestic staff such as nannies, personal assistants, and housekeepers can expose you to liability issues and danger from unscrupulous employees. It is important to understand your areas of
Becoming a Data-Driven Finance Leader
From big data and network effects to the subscription economy and cloud computing, modern finance is undergoing its most fundamental transformation ever. Today, it takes a data-driven finance leader
U.S. Trust Insights on Wealth and Worth® Detailed Findings
U.S. Trust Family Office
The 2018 U.S. Trust Insights on Wealth and Worth® study asked nearly one thousand high-net-worth individuals about their approach to building wealth and the extent to which they are using it to
U.S. Trust Insights on Wealth and Worth® Findings Overview: Putting Wealth into Action
U.S. Trust Family Office
It is often thought that financial success comes with a certain level of financial freedom: the freedom to pursue passions, to take risks, to give back, and to make an even bigger impact. In the 2018
Regulation Roulette, Part II: Six Rules for ASC 606 Readiness
Sage Intacct
Under the new ASC 606 revenue recognition standard, contracts are the basis of how organizations must recognize revenue. This places significant pressure on your accounting system and financial
Regulation Roulette, Part I: ASC 606 and Subscription Businesses
Sage Intacct
It’s not news that revenue is the key indicator of a company’s financial performance and health. What is news is the accounting rules around the recognition and reporting on that revenue is about to
2018 Family Office Benchmarking Study
Marsh Private Client Services
Today’s risk environment is more complex than ever before, and successful individuals, families, and family enterprises are facing a convergence of personal, commercial, strategic, and
Building a Family Office With Outcomes In Mind
Mutual Trust Pty
A common question that a family often asks prior to building a family office is “What is a family office anyway and does my family actually need one?” The answer depends on the family
Authentication and the Internet-of-Things
A New Cybersecurity Paradigm Without Usernames & PasswordsCybersecurity has become a rapidly evolving chess game. Authentication is one of the key pillars of cybersecurity, as are data integrity
"Career Conversations" Rather Than "Performance Reviews"—A New Take
Mahler Private Staffing
Many employers and family offices find performance reviews can be a challenging task. But with a new take—one that turns a performance review into a career conversation—it can become an