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Individual employees can be an organization’s most valuable asset or their most significant risk. While each company and family offices will have different challenges and needs, there are best practices that can be implemented to ensure employees are properly recruited, vetted, hired, retained, and terminated. By taking the necessary steps, y...

From the five billion records that cybercriminals exposed in 2019 to the 42% of teens across 25 countries having a problem with their parents posting about them on social media in 2020, it is clear that everyday digital behaviors are not without risk. Learn the tips to protect your privacy online.

By implementing proactive controls, organizations can minimize the chance of falling victim to a ransomware attack. This guide explores these eight leading cybersecurity practices, with critical steps to take and tips to incorporate into your approach: Know your environment Keep your data backups safe Implement a patch management program Bu...

In today’s workplace environment, organizations face heightened challenges for employee recruitment, retention, wellbeing, and engagement. Understanding how to attract new employees, while keeping and supporting your current workforce is critical to an organization’s ongoing success. It starts with having a sense of urgency, empathy, be...

With OSHA releasing and publishing the Emergency Temporary Standard (the “ETS”) on November 4, 2021, there are new vaccine guidelines and mandates for employers to follow. In this eBook, we address the “vaccinate or test” program set forth in the ETS and provide samples and templates on mandatory vaccination policy, reasonab...

With the past two years as a backdrop, risk management and insurance for 2022 will be anything but simple. It will entail assessing vulnerabilities with regards to changes such as permanent work-from-home arrangements, increased exposure to extreme weather events, cybercrime, and various pandemic-related ripple effects. High net worth individuals a...

In moving past the COVID-19 pandemic, there are five key items that CIOs will almost certainly need to focus on as their role shifts away from being pure technology leaders and toward critical business drivers and decisionmakers. The first important item will be securing the hybrid cloud/on-premise systems and applications.

Every family’s succession journey is unique, and the change can feel uncomfortable. To help navigate that transition in leadership, 32 former family office CEOs offer their succession stories with the intent of sharing their advice and lessons learned to light the path for those for whom such a transition may be on the horizon. Along with the impor...

With the pace of change accelerating in today’s environment, it becomes critical for organizations to adapt and embrace a digital transformation that goes beyond implementing new tools and technology. By conducting a financial assessment, creating a business case, and building a road map, your organization can make the financial case for your...

When there's a pandemic and the business landscape is no longer business-as-usual, you may wonder how best to proceed—how to keep going and find ways to not just survive but thrive. In this webinar with a spotlight on technology, we explore the ways to improve performance and how better information leads to better...

Choosing the right technology among so many choices is hard. Deciding which technology to adopt and how to best use it are challenges for leaders, especially in a time of rapid change. The focus has now shifted from the cost of the technology to ensuring the right technology is used to fulfill business goals. This guide is designed to help you filt...

As an uncertain business environment persists, board directors face multiple obstacles: new regulatory changes, issues related to globalization and digital acceleration, the rise of environmental, social and governance (ESG) factors being linked to company performance, and more. They are also grappling with the expanding roles and responsibilities....

Protect your organization against cybersecurity. Be cyber smart and learn more about combatting ransomware in the time of COVID-19, how cybersecurity continues to be a top issue for retirement plans, and how to assess the gaps in your cyber coverage and reduce your exposure.

Sustainability and ESG (environmental, social, and governance) have become a top priority for many businesses and organizations of all sizes seeking to do their part to operate responsibly within the limits of the worlds’ ecosystem. In this segment of Inside Scoop, Anisa Kamadoli Costa, Chief Sustainability Officer at Tiffany & Co. joins ...

We’ve all heard the terms “quiet quitting,” “quiet firing,” and the “great resignation” that point to the need for better employee engagement, which is a state of mind in which employees feel passionate about their jobs, are committed to the organization, and want to put discretionary effort into their work. In this webcast, Cheryl Kuch at Rehmann ...