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Running a family-owned business is no easy feat. Among the many challenges is determining the right salary and compensation structure for top executives. And the topic of pay is a sensitive one when it involves the founder, family members, and other stakeholders. In this report by BDO, learn more about the life-cycle of a family-owned company an...

The list of compounding emergencies – both natural disasters and beyond – that we face today seems increasingly difficult to manage. A resilient family office is able to efficiently lead through crisis, recover essential family office functions, leverage lessons learned, and continuously improve their capabilities. Though practical guidance abounds...

In this 2019 Foresight article, we explore how family enterprises face an increasingly uncertain and risky world owing to developments in the economy, geopolitics, financial markets, technology, and industry competition. We review a wide range of general and specific strategies to mitigate systemic risks.

The new year brings unique opportunities for families and their offices, but it can also create new obstacles to navigate. FOX has identified three dominant themes that will drive disruption and opportunity for families of wealth, their family offices, and their professional advisors. We call them the “3Ts” – transitions, talent, and technology....

As part of our commitment to help the community of those who serve Ultra High Net Worth (UHNW), we recently completed our annual Family Wealth Advisor Survey (FWAS). The 146 respondents to our most recent survey shared valuable insights into the health of their businesses, the challenges they are facing, and what they are doing to build and stre...

All Family Offices are unique; as are the families that they work for. However in the end, they all follow a similar process when trying to make a successful hire for any position within the team. By using this guide that includes an interview form by Agreus, you’ll see how asking the right questions during the interview process will result in a su...

The success of a private equity fund’s investment in a portfolio company largely hinges on the performance of the Chief Financial Officer (CFO). Initially chosen CFOs may be ideal for early goals, but market shifts might necessitate a change in CFO to adapt and succeed. Understanding the unique skills of different CFO archetypes is key for funds to...

Hiring successfully for a Family Office is not an easy task, not when there are unique issues and challenges. However, from experience and conducting a full review into single Family Office recruitment covering the varied range of Family Office activities, this strategic guide with examples identifies the critical aspects of the hiring process—incl...

As tax strategy becomes more central than ever to business success, tax leaders must adopt new capabilities beyond those traditionally required to lead the tax function. Essential to this evolution is the ability to develop and execute a forward-looking tax roadmap that fully integrates emerging technologies such as artificial intelligence (AI). ...

This report, which is rich with actionable data and insights from over 4,576 risk and human resource professionals, is your guide for a proactive, predictive, and disciplined approach to people risk management. It outlines key workforce threats under five pillars of risk—including technological change and disruption, health, well-being and safety, ...

New cybersecurity guidance for artificial intelligence (AI) systems was issued jointly by the U.S. Cybersecurity and Infrastructure Security Agency, the FBI, the National Security Agency’s Artificial Intelligence Security Center, and cybersecurity agencies of Australia, New Zealand, the U.K., and Canada. The Guidelines, Deploying AI Systems Securel...

For board members and non-executive directors, generative AI stands as a pivotal innovation that offers unprecedented opportunities to drive business value, improve productivity, reach broader audiences, streamline operations, and help address complicated global issues. However, it also raises complex business and ethical questions. To gain the ful...

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...

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...