A private family trust company (PTC) often serves as an excellent governance framework and corporate structure for a virtual family office (VFO) by providing integrated, holistic oversight of fiduciary, investment, tax, philanthropic, governance, and other activity. Learn more about how and why families choose to form a VFO around their PTC, the concept of a VFO Manager, the benefits of a PTC-VFO structure, and roles within a typical structure.
Virtual Family Offices
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Tips for Working Remotely
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With the shift toward a remote work structure, it’s good to experiment with what works best for you in your new workspace and create a regular routine around it to help you adjust to the new environment. In this podcast, Rehmann's Director of Talent Acquisition, Val Martinez, shares more tips on how to be productive when working from home. She also discusses the importance of unplugging to avoid burnout and taking mental breaks throughout the day.
Cloud Technology for the Family Office
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The shift to a full cloud-based model for infrastructure and application delivery is here for family offices, if they choose to use it. The future of the wealth management will include hybrid and convergence solutions (such as co-source), providing a transition from ‘on premise’ to the cloud, especially as legacy vendors try to extend the life of their aging applications. Ultimately, there will be little on-premise IT left. If you are a small- to medium-size family office, many of the benefits are attainable today, and this approach should be part of your strategy.