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4 results found
Modernizing the Family Office | 2022 FOX Technology Showcase
Publish Date:
Jun 14 2022

The objective of this session is to uncover if your family office’s accounting, investment performance and tax compliance systems are meeting your needs. We will explore opportunities to automate repetitive manual tasks, manage data, store documents efficiently and securely, confidently budget for investments in new technologies, and more. Mike ...

Family Office Document Retention: FAQs About How to Manage Risk
Publish Date:
Oct 26 2020

In a rapidly evolving virtual world, many family offices are revising or creating document retention practices to make sure they have secure access to critical personnel and family financial records. Through a series of FAQs and a checklist of what documents to retain, you can ensure that you have an up-to-date document retention policy as part of ...

Latest RSM Research Shows Growing Cybersecurity Risk for Family Offices
Publish Date:
Nov 21 2024

Family offices of every size and type can serve as unknowing gateways to sensitive data and personal information due to their extensive financial dealings and relatively low maturity in cyber preparedness. These vulnerabilities make family offices attractive targets to threat actors who may not even need sophisticated hacking skills to compromise a...

2021 Cybersecurity Update
Publish Date:
May 05 2021

This annual cybersecurity update covers the leading threats you need to be aware of to keep your clients and your firm protected. 2021 cybersecurity trends and best practices will be shared.