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Offering a competitive compensation plan is essential to attracting and retaining the top talent that can ensure a family office’s success. However, compensation is also consistently the biggest line item in every family office budget. This makes designing compensation plans that are competitive and effective especially imperative. Leaders fr...

Research shows that effective self-care practices can lead to success at work and at home. Join us to discuss the four pillars of well-being and how they inform the way we care for ourselves, our families, and our organizations. Develop a practical self-care tool kit, including mindfulness, nutrition, and movement to increase your productivity in t...

While most indicators predict a healthy economy in the near future, the inevitable downturn lurks ominously on the horizon. In addition, tension with Russia and China, as well as the threat of renewed violence in the Middle East creates warranted anxiety among investors. Certainly the landscape of risks investors and family offices face continues t...

Since the Tax Cuts and Jobs Act was released at the end of 2017, family office and multi-family office professionals have been struggling to understand what all this means for their clients’ situations and circumstances. This session draws on the experience of two industry experts and the work they are doing with their clients as they evaluat...

The biggest asset of any family office is the staff that supports the family clients. Hear from two family office human resource executives about the elements and process to consider in building an effective team that delivers the best client experience for the family. The executives will discuss leadership and team building strategies and offer pr...

Needs and goals of the family inform the attributes of any good family office. How the family office supports the family in that regard is a big question. Increasingly, certain families are considering transforming into a virtual family office, in part at least, as they think about the family client of the future. But what are the considerations th...

Enterprise Risk Management offers a robust approach to managing risk for families, developing a cost effective, comprehensive plan taking into consideration the rapidly evolving nature of our clients’ needs. It takes a holistic approach to identifying, defining, quantifying, analyzing and providing solutions to all the identifiable exposures ...

The 2017 Tax Act presents planning opportunities around the choice of entity. Existing clients with pass through entities like S-Corporations and LLCs need to consider if maintaining this status is prudent given the changes in the tax law. In the past C-Corporations considered elections to become pass through entities to avoid two tiers of tax. Wha...

Families often ask what the best technology platform for a family office is – making the assumption that there are just one or two types of technology solutions. However, most family offices require a combination of accounting, investment and reporting tools, as well as various supporting tools. The specific tools vary based on the types of i...