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Anyone who has participated in the acquisition or sale of a company will recognize the typical path of a deal: from flirting to tough questions to hard bargaining to—finally—handshake. Inevitably, however, the road detours from the exhilaration of accord to the anxiety of suspicion. The buyer wants assurance that all the seller's pr...

More than ever before, families and individuals are creating trusts and limited liability companies and transferring legal ownership of one or more of their properties to these entities. Very often these arrangements are an important component of a family’s overall financial and wealth management strategy. But without an insurance program tha...

The legal qualifications for a trustee are simple: the person must be over the age of 18 and legally competent to manage his/her own affairs. The practical qualifications, however, are much more complicated. Most importantly, a trustee must have the skill set to properly administer the trust and meet the needs of the beneficiaries and must possess ...

So, you need to hire someone to work at your home—a housekeeper, a chef, or a personal assistant. You have decided not to contract these services to a local company, and your family office does not hire staff for you. It is up to you to fill this position. Before letting a stranger into your home, it is important to understand the domestic em...

When it comes to placing a value on your fine art collection, it is important to understand and debunk the appraisal myths. It begins with correcting the myth that an appraisal is not needed when in fact it is crucial to establish and protect your valuable collection. Know the facts and guard yourself against the myths that could place your fine ar...

Lending or transporting your artwork is one of the most vulnerable times when you are susceptible to losses. When it comes to protecting your artwork against those losses, this checklist will help you understand the benefits of working with vendors that have the right level of experience and reputation to help you make an informed decision.

In the last few years, hackers and cyber criminals have become much more sophisticated in how they steal private information, which has led to massive data breaches. These data breaches not only cost an organization hundreds of thousands of dollars in fixes and possible fines, they can ruin a long-established reputation in a matter of hours. Puttin...

Bring Your Own Device (BYOD) policies are becoming more and more popular, and with good reason. As the capabilities of tablets and smartphones continue to rapidly expand, the mobility revolution has been a boon for businesses and employees alike, enabling greater productivity and more flexibility. BYOD amplifies those efficiency gains, reducing adm...

Vulnerability assessments and penetration testing may uncover areas where hackers can break in, but what if they are already there? Cyber Hunting is a proactive strategy to identify if anyone is already on your network versus waiting for an actual breach to occur. Most breaches occur weeks or even months after the attacker gets a foothold on the ne...

The U.S. Department of State estimates that more than 8,000 Americans die in a foreign country each year. While some of those are permanent residents and long-time expatriates, thousands more are tourists or individuals traveling for business. For families and their enterprises receiving that unexpected news, the first inclination may be panic. Hav...