Wealth Advisory Firm Practices


FOX Foresight – Trends Impacting Families
Family Office Exchange
FOX Foresight – Trends Impacting Families identifies the three main forces—distrust in all major institutions by individuals, the rapid pace of innovation, and people everywhere living longer—that
Equity Compensation in Venture Capital and Private Equity
David Howell, Plante Moran
Portfolio companies of private equity and venture capital funds often provide equity-based compensation to employees. Certain forms of equity compensation, such as stock options, profits interests,
The Secrets to Successful Mentorship
Brian C. Kelleher, Ballentine Partners
Mentorships are valuable relationships at any age or walk of life. As you begin your career, you may wonder what mentorships are, how they work and where you should look to find a mentor. Mentorships
The Shifting Talent Paradigm: How Advisors Are Redesigning Their Talent Strategy
Family Office Exchange
FOX’s 2017 study on The Shifting Talent Paradigm: How Advisors Are Redesigning Their Talent Strategy can serve as a great resource for those seeking insights on what is changing the advisor labor
10 Steps to Create a Robust IT Security Program
Ryan Rodrigue, Wolf & Company, P.C.
In the last few years, hackers and cyber criminals have become much more sophisticated in how they steal private information, which has led to massive data breaches. These data breaches not only cost
Social Engineering: Security Goes Beyond Technology
Ryan Rodrigue, Wolf & Company, P.C.
You have taken great efforts to enhance the technology security at your business. You installed a firewall, invested in an antivirus solution, developed a patch management process, and enforced
Who Will Be the Champion of the Wealth Inheritor?
Lowenhaupt Global Advisors
Who usually gets treated the worst when a wealth holder, his wealth advisor and his child deal with the family fortune? The wealth inheritor. That may come as a shock to wealth holder parents who
Global Gender Pay Equity: An Examination of Gaps Outside the U.S.
Pay equity is top of mind for organizations, leaders and employees. While our 2016 When Women Thrive research found that only 35% of organizations have a formalized pay equity process, there has been
An Employer's Guide to the Fair Credit Reporting Act
Sheppard Mullin Richter & Hampton
The Fair Credit Reporting Act (FCRA), along with its state analogues, imposes stringent requirements for employers and will likely present new challenges in the future. The act affects almost every
Technology: A Means, Not an End
Northern Trust
Technology was critical to the foundation of asset custody more than 40 years ago. As the industry has evolved, custodial technology has provided support to asset owners and asset managers making