Wealth Advisory Firm Practices

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The 10 Keys to Integrated Wealth Planning
GenSpring Family Offices
Families of significant wealth often own a diverse mix of assets, including multiple residences, less liquid alternative or private equity investments, and valuable collectibles, all of which
Elements of Sound Performance Management: Goal Setting, Performance Improvement and Performance Reward Systems
Succession planning, development of the next generation, finding and keeping key staff members… all seem to be constant quests in the Family Office. In this session, we explored how to incorporate
As Fintech Platforms Grow Up, Investment Management Firms Face the 'Problems of Tomorrow'
Perkins Coie
Fund groups face disruptive developments, as advances in financial technology, often called fintech, continue at an ever more rapid pace. Even as new efficiencies and opportunities blossom,
Transforming Risk: Shifting from Reactive to Proactive, Driving Change in Information Governance
Jake Frazier and Sonia Cheng, FTI Consulting
Runaway data growth is probably one of the greatest risk factors facing organizations today. With many organizations struggling to deal with the rapid explosion of data, coupled with increasingly
Strengthening the Partnership Between Families and Advisors
The 2016-17 FOX Thought Leaders Council Report: Strengthening the Partnership Between Families and Advisors is a great resource for those who are seeking ways to construct sustainable partnerships
Revenue Recognition: A Whole New World
RSM US LLP
In May 2014, FASB issued Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers (Topic 606), changing the way revenue is recognized. As of January 25, 2017, the FASB has
Family Office Series 2016: Technology
MarketCurrents
For family offices of all profiles—large and small, established and brand new—there are dozens of technology solutions available. In the first of the Family Office Series report, the
Succession - Taking a Broader View
Single family offices are increasingly faced with the topic of succession whether triggered by an upcoming departure of a family office executive or a broader transition in generational family
Securing Family Offices With a 360° Risk Profile
The Chertoff Group
High net worth families and their respective offices, as well as family-owned and operated businesses, are facing increasingly complex security risks in both the physical and cyber domains. Rising
What You Can Learn from Nancy Reagan's Funeral
LHT Consulting Group
When former First Lady Nancy Reagan passed away in March 2016, millions of Americans mourned the loss. While the events honoring Mrs. Reagan unfurled seamlessly, a dedicated team was hard at work