Family Office Best Practices

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Get the Most From Your Board of Directors
BNY Mellon Wealth Management
A board of directors is more than just a legal formality that meets four times a year. When used to its full potential, a well-designed board can help you grow your business, serve your
It's Time to Get Smart about Your Social Media Exposure
Bob Courtemanche, Risk Strategies Company
Posting fabulous vacation moments on Facebook—from a boat in Belize, to the top of a mountain in Chamonix—might be a fun way to share experiences with your friends, but it’s also a
The Impact of Global Reporting Requirements on Multinational Families
BNY Mellon Wealth Management
There is a growing desire to combat money laundering as part of the ongoing worldwide efforts against terrorism, and a crackdown on tax evasion has been recognized as one way to satisfy the urgent
A Risk Management Guide for Household Employers
Crystal, the Private Client Group of Alliant
Your biggest treasures are in the hands of your household staff: the safety of your children, the security of your property, and the privacy of your information. These employees are necessary and
2018 Family Office Benchmarking Report: Balancing Family and Financials
Northern Trust
Holistic financial planning is critical to family wealth management, and balancing financial and family issues is at the center of the process. Today’s Family Office requires highly skilled
Capturing Opportunity and Managing Risk in the Next Decade
Family Office Exchange
A new FOX study, “Capturing Opportunity and Managing Risk in the Next Decade,” is now available for members who are interested in taking a proactive approach to risk management across the enterprise
Driving Performance in Financial Services: 3 New Approaches for the Data-Driven Finance Leader
Sage Intacct
Intuitively, many business managers recognize that their decision window has been shrinking with each passing year. Information dissemination has become real-time and on-demand. What is required is
Buyer's Guide to Accounting and Financial Software
Sage Intacct
With so many alternatives for financial applications, financial leaders must ensure they understand the implications of all options: on-premises, hosted, and cloud computing. In this guide you’
Tax Transformation Guide
BDO
The role of the tax function is changing. Digitization is shrinking the globe and making everything more connected. Tax regulation and legislative changes are requiring companies to have processes
The Digital Transformation Playbook for the Middle Market
BDO
True disruption—the kind that marks lasting paradigm shifts in the predominant way things are done—is more than a technology story. It’s a virtuous circle in which technology spawns