Best Practices for Family Offices: Addressing Safety, Security, and Geopolitical Concerns
Publish Date:
Dec 10 2024
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- Investment Management (1630)
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- Family Office Best Practices (959)
- Risk Management (842)
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- Financial Education (23)
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- Donor Intentions (22)
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- Roles, Goals, and Metrics (22)
- Types of Family Offices (22)
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- Intergenerational Relationships (20)
- Complexity and Costs (19)
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- Enterprise Governance (17)
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- Prenuptials and Marriage (12)
- Workflow and Collaboration (12)
- Business Resilience and Continuity (11)
- Aircraft and Vessels (10)
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- Ownership Succession and Exit (10)
- Personal and Physical Security (10)
- Real Estate (10)
- Advisor Development (9)
- Aging and Eldercare (9)
- Board Operating Practices (9)
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- Learning Program Design (9)
- Philanthropic Administration (9)
- Property and Casualty Insurance (9)
- Business Values and Purpose (8)
- Crisis Management (8)
- Diversity, Equity, and Inclusion (DEI) (8)
- Governance Structures (8)
- Investment Performance (8)
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- Bookkeeping (7)
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- End-of-Life Planning (7)
- Health Insurance (7)
- Investment Managers (7)
- Investment Policy Statement (IPS) (7)
- Parenting and Childcare (7)
- Regulatory Requirements (7)
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- Strategic Goals and Metrics (7)
- Alternatives (6)
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- Performance Management (6)
- Policies and Procedures (6)
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- Trustee Selection Process (6)
- Values-Based Philanthropy (6)
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- Estate Settlement and Probate (5)
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- Governance Purpose and Roles (5)
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- Alignment of Interests (4)
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- Shared Ownership and Control (4)
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- BillPay (2)
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- Reputation Management (1)
- Shareholder Agreements and Exits (1)
- Voice of the Wealth Owner (1)
- (-) Business Succession Planning (22)
- (-) Philanthropic Investments (10)
Authors/Contributors
- KPMG (6)
- BDO (4)
- Deviate Consulting (3)
- Rockefeller Philanthropy Advisors (3)
- BerryDunn (1)
- Business Enterprise Institute - Exit Planning Solutions (1)
- Cambridge Associates, LLC (1)
- Northern Trust (1)
- Plante Moran (1)
- Ren Inc. (1)
- Schiff Hardin LLP (1)
- Schwab Advisor Family Office (1)
- The Mutual Trust Pty Ltd (1)
- The Vanguard Group (1)
- Vantage Leadership Consulting (1)
- William Blair & Company, L.L.C. (1)
32 results found
Deploying DAFs Strategically to Realize the Family’s Philanthropic Vision with Kim Ledger
Publish Date:
Sep 19 2024