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It’s no secret the UHNW world is facing a myriad of talent challenges, from increased outsourcing to designing competitive incentive and compensation programs, to convincing the family that the office needs more staff. Join a panel of trusted family office advisors with deep family office HR experience as they address these often-nuanced situations...

There’s no doubt that leveraging new technologies and cloud-based solutions offers family offices opportunities to innovate, lower spending, and align their overall technology strategy to current and future-state needs. But the selection and implementation process can be a challenge. Having a structured approach around it will be critical in ...

Professional services firms are under immense pressure to innovate, accelerate digital transformation, and meet stakeholder demands. From transparent ESG reporting to investments in new technologies and cybersecurity, this playbook will help you ready your organization in an evolving industry and prepare for the future.

The Family Office 5.0 model is changing how advisors deliver services. Strategic partnerships can help family office service providers better focus on delivering core value-added offerings. A roadmap toward that goal will help you meet the evolving needs of family offices and provide best-in-class services.

The family office industry is constantly evolving, and the family offices that embrace the changing dynamics continue to be successful in achieving their overall purpose. As in the first edition, this second edition of the Plante Moran Family Office Book provides timely and relevant insights to help family office professionals manage, operate, and ...