Search Results

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018Financial institutions are critical partners of family offices. Security experts cite cyber threats as one of the top risks to financial markets. Financial institutions are continually challenged by the speed of technological change and the increasingly sophisticated nature of threat...

A volunteer position with a nonprofit organization can be an incredibly rewarding experience—both for the volunteer and for the organization. But the path to key leadership roles with such organizations can be tricky to navigate. While the process inevitably will vary from organization to organization, there are a few things that can help with maki...

Through the evolution of the family journey, it’s clear that family structures have become more complex and estate planning needs to shift to a new model that focuses on multiple aspects of wealth. By adapting to the changes and taking a holistic approach that go beyond financial goals, this wealth planning magazine provides thoughtful insigh...

Despite the challenging economic headwinds and shockwaves of 2022 continuing to reverberate, there are silver linings for those who focus on planning for the long term. In looking ahead, we examine wealth planning strategies through the power of resilience from four different lenses: multigenerational families, business owners, women, and philanthr...

The cyber landscape is always evolving and requires proactive diligence, effective controls, and regular education to significantly reduce the risks. While the volume and complexity of threats continue to grow, experts agree that businesses can significantly reduce their exposure—and costs, if a breach occurs—by following some well-vetted best prac...

Whether you and your family split financial responsibilities or delegate them to one person, it is critical for your family members to have access to all your financial information. Use this guidebook created by Northern Trust to detail the location of important documents, accounts, and plans. Designed as a fillable and easy-to-update resource, it ...