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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 ...

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...

Regardless of industry or structure, all organizations must be proactive to stay ahead of potential risks and unforeseen threats like a pandemic or economic downturn. Implementing an Enterprise Risk Management (ERM) program will help organizations better anticipate, navigate, and minimize the negative effects of the next threat and improve resilien...

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 ...

Given how significant accounting processes and applications are prime targets for top business risks, it’s important to take control and start your risk management analysis. Take an important step toward that end by using this fillable and interactive segregation of duties form. After answering the questions, you’ll have a high-level view of functi...