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The Corporate Transparency Act Final Rule took effect on January 1, 2024. Hear the latest in terms of implementation of CTA and what other family offices are doing in order to gear up to comply with their initial BOI report obligations. Also, you will have the opportunity to get your questions answered and more during the presentation. The discu...

Join us as we unravel the events that shaped capital markets in 2023 and gain insights into the landscape of 2024. From the lasting impacts of the pandemic to geopolitical shifts and technological breakthroughs, we'll navigate through key themes, discuss potential opportunities, and share strategic portfolio considerations. Timothy F. McCusker, ...

Our annual cybersecurity update will discuss one of the leading cybersecurity risks to your firm and your clients—ransomware. With the instances of ransomware attacks rising every day, wealthy family offices are particularly attractive targets to cybercriminals. In this webinar, Baker Tilly Cybersecurity Principal Joe Shusko provides insights on ma...

This conversation centered around all things Digital Assets including, but not limited to, the current and future applications of stablecoins and how they are regulated, crypto credit lending, and what risks to look out for. Patrick Corker, Vice President Finance, Treasury and Corporate Development, Circle Moderated by Nick Rhoads, FOX Advisory...

This study by Crystal & Co is based on a survey of family enterprises and focused on how families think about certain areas of risk. One finding of the study reveals a significant disconnect between the strategic risk management planning conducted by family enterprise executives and the inclusion of the family itself. Overall, th...

Families of wealth and business-owning families face security risks in their everyday lives, where personal and business risks are often blended and are typically managed by different people and processes. This creates a gap in identifying risks and solutions that can be addressed through a holistic and collaborative risk management approach. With ...

The death of a loved one is a difficult and emotional time for a family. There is often additional stress if you are appointed as the executor of the will and trustee of your family’s trusts, especially if the deceased had been the sole manager of substantial family assets and wealth. For an untrained person, it can be a daunting role. For these re...

When done well, a trustee’s service can have a profoundly positive impact on a family; when done poorly, a trustee’s service can create or exacerbate fissures within a family, dissipate family wealth, create personal liability for the trustee, and create a public spectacle that sullies the family’s good name and reputation. For key employees in fam...

In this exclusive chat with Mellody Hobson, the President and co-CEO of Ariel Investments, speaks candidly about the importance and value of diversity in finance—how being color brave can improve business and society at large. Mellody shares personal stories and lessons learned from her investment career, including the disconnect tha...

Black swan events—like the 2008 financial crisis and the COVID pandemic—often come with high velocity and are slow to recover. While these events are difficult to predict, the best way to get ready for the next crisis is with extreme preparation. Looking ahead with intentional risk management, here are 8 ways to prepare your business, family enterp...

Portfolio management for families of significant wealth is distinctly different than those with traditional wealth management needs. For these families, wealth typically exists in a much more complex ecosystem—among real estate investments, operating companies, or multiple generations, by way of example. These factors and other considerations ...

Cybercriminals have migrated their attacks from larger businesses and hardened targets to private wealth clients and family offices, where the defenses are low or non-existent. In this webcast, hear from Dr. Chris Pierson, CEO of BLACKCLOAK, a Concierge Cybersecurity & Privacy Protection Platform that represents private wealth and family office...

Ultimately, how well your wealth transfer plan fulfills your legacy and meets the needs of the next—and future—generations depends on whom you name as your trustee(s). This makes your trustee selection one of the most critical aspects of an already complex wealth planning process. To help navigate this selection process, work with a framework built...

Serving as a trustee for your family can be a valuable experience for you, while also providing an important service to your family. But before you accept the position, make sure that you understand the role you will play for the family and are willing to accept the responsibilities and liability that come with it.