Family Office Best Practices

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Innovations in Private Wealth Technology & Reporting
SEI Archway
The enterprise-wide accounting and finance platforms that other industries employ have not historically satisfied the unique information and reporting requirements of private wealth management firms
Aligning Your People Strategy with Your Business Strategy
BDO
Your organization’s people strategy should align with your business strategy, and every people-related initiative should result in something that your customers value. Knowing how to find the
2018 Study of Board Compensation Practices of 600 Mid-Market Public Companies
BDO
As board responsibilities continue to expand beyond the traditional boundaries of strategic planning and general risk management, director pay levels are increasing. At the same time, scrutiny around
The 9 Questions you Need to Ask to Take your Board from Good to Great
PwC Private Company Services
Creating a truly effective board doesn’t happen by accident. From selecting the right people, to running crisp meetings, to fostering good working relationships with management and one another
How Your Board Can Better Oversee Cyber Risk
PwC Private Company Services
Having a good cyber risk management program in place might help a company prevent some breaches. But more importantly, when a breach does happen, it can help companies get back on their feet faster
Highlights from the 2018 FOX Family Office Compensation and Benefits Survey
Attracting and retaining talent is the top Human Capital challenge in family offices today. FOX Managing Director, David Toth and Ken Cameron and Bruce Benesh of Grant Thornton LLP joined us and
2018 FOX Family Office Compensation & Benefits Report
Family Office Exchange
The 2018 Compensation and Benefits Report is designed to aid family office board members and executives in their review of the office’s compensation plan. The report highlights the key areas of
Equity Compensation
BDO
The ability to attract, retain, and reward a superior workforce is fundamental to every organization’s long-term growth. One way to achieve it is to offer stock options to employees, giving
Family Office Structure: Lender Decision
BDO
In December of 2017, the U.S. Tax Court decided in the Lender Management, LLC v. Commissioner case that deductions that were part of a taxpayer’s trade or business were deductible under
New York State and City Raise Bar for Employers in Handling Sexual Harassment Allegations
Michael P. Wissa, Schiff Hardin
Both New York State and New York City have recently passed a series of laws that significantly increased the protections against sexual harassment in the workplace. These laws outline additional and