Family Office Best Practices


Family Office Connections Podcast: Human Capital, Compensation, and Staffing Insights
Boston Private
In this episode, two executive search professionals talk about the state of the family office industry during a pandemic and best practices in family office human capital management. They share their
Tax Planning for Challenging Times
Plante Moran
Businesses and taxpayers nationwide are continuing to adapt to the challenges posed by the COVID-19 pandemic and its impact on the economy. Times are tough—but that doesn’t mean there
Securing the Remote Workforce in the Wake of the COVID-19 Global Health Crisis
Risk Strategies Company
As anticipated at the onset of the COVID-19 pandemic, there has been a significant uptick in cyber fraud. Cyber criminals are opportunistic and taking advantage of companies at their most vulnerable
Family Office Direct Investing
Boston Private
As family offices have grown in number, size and sophistication, they have increasingly looked to invest directly. Largely, the pursuit of direct investing opportunities has been driven by several
Main Street Lending Program Should Be Attractive to Eligible Family Offices
The family offices in the United States have gone through a number of transformative changes due to the disruptive nature of COVID-19. As they look to navigate these uncertain economic times,
The Psychology of Wealth in Taxing Times
BKD CPAs & Advisors
Effectively adapting to adjustments in economic culture and wealth is often difficult and requires families to balance past tradition with the need to move forward. Internationally-recognized family
Cybersecurity After COVID-19: 10 Ways to Protect Your Business and Refocus on Resilience
Marsh & McLennan Companies
As social distancing measures abate—and ahead of a possible second wave of coronavirus cases—organizations will need to de-risk the enterprise and adapt operations to a “new normal
The Practical Guide to Returning People to the Workplace Safely
Marsh & McLennan Companies
The world’s knowledge regarding COVID-19 mitigation strategies continues to evolve. However, as businesses look to transition from lockdown to return to work, there is also the recognition that
The War on Retirement Plan Fees: Is Anyone Safe?
Chubb Personal Risk Services
Almost every employer that sponsors a retirement plan should be concerned about potential liability for a type of exposure known as excessive fee claims. Historically filed against only the largest
5 Tips to Protect Against ID Theft
Identity theft occurs when personal information about an individual is stolen and used typically for financial gain. Criminals can obtain personal information electronically through hacking or