Family Office Document Retention: FAQs About How to Manage Risk


In a rapidly evolving virtual world, many family offices are revising or creating document retention practices to make sure they have secure access to critical personnel and family financial records. Through a series of FAQs, learn how having an up-to-date practice or policy can help mitigate concerns over loss of key information and facilitate a faster response to sensitive or urgent matters such as a cyber incident, material health event, or family business transaction.

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