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Don’t miss this in-depth tax, trust, and estate planning update. Recent trust and estate litigation cases will be examined, as well as trust and fiduciary state laws. Current UHNW tax audit practices will be addressed in addition to a discussion on how to manage the tax challenges that come along with states trying to tax beneficiaries who live in ...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018Organizations value and view security, risk and control differently. Some of these differences are related to risk and threat profiles impacting an organization based on factors such as industry, location, product/services, etc.Some differences are related to management's view of com...

Due diligence often focuses heavily on financial and operational issues. Often the new or combined organization’s cybersecurity does not receive the attention it deserves. As a result it places the company at risk from a cyber incident, which can detrimentally impact the organization’s reputation and financial security. The risk is high...

It's a pivotal time for Single Family Offices, with more and more reviewing their structure and operations to minimize risks. In this roundtable discussion, experts share how Single Family Offices are evolving and addressing new risks and risk mitigation strategies.

When it comes to protecting digital assets, the users can end up being the biggest flaw in your cybersecurity armor. Mistakes like creating easy-to-guess passwords, not encrypting important data, or sending passwords over email can make a hacker’s job easy. To help strengthen your cybersecurity armor and stay ahead of the hackers, here are so...

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.

This guidebook takes a critical look at significant challenges and opportunities in family office operations and offers comprehensive guidance with a future-focused lens. Gain expert insight, strategies, and best practices on the top-of-mind issues that include strengthening your cybersecurity, leveraging your technology, the role of the chief inve...

As families grow their investment function, the Chief Investment Officer (CIO) must provide insight and flexibility to serve varied and changing investment platforms. While much of the CIO’s role is focused on investments and the investment decision-making process, many CIO responsibilities aren’t investment-centric and will impact the long-term su...

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.

Cybersecurity is a risk for children and adults alike. If you’re online, you’re visible around the world—and with more than 10 billion internet-connected devices, opportunities for hackers abound. Learn how to protect your family from identity theft and cyberattacks at home and while traveling. By knowing what to look for, you can...

As family offices expand their technology footprint, cyberattacks are rising. Hackers continue to refine their approaches, but security controls and proactive planning can strengthen your family office cybersecurity defenses. Initially, focus on the key action items to validate your existing security setup and inform your plans to address any short...

Employers who sponsor high deductible health plans (HDHPs) that are compatible with health savings accounts (HSAs) should take the opportunity to explain how they work during open enrollment. Through this bulletin and overview on HSAs, employers can see the HSA benefits they should highlight to their employees and what they need to know regarding H...