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Technology providers need to facilitate access to all Investment data. Sitting at the confluence of a multitude data providers your technology solutions need to have the capacity to manage data. Flexibility and access to data is critical and it empowers the family office to view and analyze their total wealth in any way they want, whenever they wan...

This session will help attendees understand how to manage the challenging insurance market including steeply rising insurance P&C premiums and canceled policies. Speakers will discuss how to keep premiums down as much as possible and how to work with brokers to ensure you’re considering the best strategies for dealing with this challenging insu...

While many individuals may have the skills and experience for a private staffing position, it’s the chemistry and having a system in place that makes it work for all parties. With this guide that includes job descriptions and requirements, discover the actionable insights and best practices for optimizing your private staff throughout the hiring pr...

Families spend a lifetime building a legacy and tragically, just one lawsuit can place that legacy in jeopardy. Without that critical layer of personal liability insurance, your are at risk. Personal excess liability coverage—commonly called an umbrella policy—protects individuals from a covered claim brought against them, personal injury, or ...

Climate change is impacting affluent homeowners in the form of insurance premium hikes and non-renewals. Learn how to safeguard your property and lifestyle with the right coverage.

The onset of remote work and other needs in the family office space have accelerated the pace of growth and change. As a result, family offices are increasingly turning to technology to manage complexity, meet family expectations, and grow their wealth. Amid this change, three trends—including owning your data—will help in the selection of the...

Wealthy families have always faced complex risk management issues, but it is particularly challenging when facing soaring inflation, regulatory uncertainty, rising cybercrime rates, and increasingly severe natural disasters. These market stressors impact all sectors of the insurance market, making it more expensive and challenging for affluent fami...

In this comprehensive report and outlook, expert and actionable insights are gathered to show 2024’s most impactful trends and challenges across insurance lines and major industries. A brief retrospective is also provided for each insurance line, including property, general/products liability, auto, umbrella/excess, workers’ compensation, cyber, di...

Family offices continue to be the preferred way for ultra-high net worth individuals and families to manage assets and to support the goals and legacy of their family. But with more than 14,000 family offices across the globe facing new challenges and complexities, raising concerns about whether their operating model is providing the transparency a...

The future of IT is changing and adapting to a cloud and artificial intelligence-enabled world that includes the exponential shift from on-premises to IT consumed as a service (XaaS) and accelerating data centricity. To face these challenges and drive successful digital competitive advantages, IT leaders and teams will need to master the six key pr...

The internet and specifically e-commerce has grown exponentially over the last 30 years, incorporating nearly every aspect of trade. As a result, industries and governmental agencies have blossomed to ensure cybersecurity, expending over $150 billion annually to combat this persistent threat. As this market segment continues to expand, crippling cy...

Compensation committees (CCs) face a critical and urgent challenge: designing competitive compensation strategies in a world where the economy is unpredictable, leader accountability is expected to go beyond the bottom line, and sought-after talent is scarce. Looking ahead, CCs must rise to the challenge of attracting and retaining talent while eff...

Compensation committees (CCs) face a critical and urgent challenge: designing competitive compensation strategies in a world where the economy is unpredictable, leader accountability is expected to go beyond the bottom line, and sought-after talent is scarce. Looking ahead, CCs must rise to the challenge of attracting and retaining talent while eff...

Compensation committees (CCs) face a critical and urgent challenge: designing competitive compensation strategies in a world where the economy is unpredictable, leader accountability is expected to go beyond the bottom line, and sought-after talent is scarce. Looking ahead, CCs must rise to the challenge of attracting and retaining talent while eff...