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COVID-19 has caused severe economic and operational disruptions to family office principals and executives across the board. Hear best practices family offices should consider to protect themselves during this time.
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Noted author and family office expert, Edward V. Marshall, outlines why the COVID-19 pandemic puts family offices at increased cyber and financial risk. He provides seven practical steps that principals and executives can take to mitigate risk and position their family office for success after this crisis has passed.
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Our Family Office Services team provides an update on how to address and manage the recent market volatility within the context of family office dynamics.
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Navigating periods of extreme market volatility and sharp declines in equity markets is among the most challenging responsibilities for a Family Office CIO. Here are a few principles to consider on how to frame, approach and implement investment decisions with family office principals during times of severe market stress.
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The Treasury has outlined expanded deferral opportunities for O Zone funds and laid out penalties for violating those rules. We review these new rules and rewards that come two years after the Trump administration’s 2017 overhaul of our tax system, creating opportunity zones.
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Caring for someone with special needs can be physically, emotionally, and financially challenging. A Special Needs Trust administered by a trustee with experience, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.
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Your reputation is your greatest asset. Employ personal reputation management via reviews, online security and engagement.
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With the help of your company's finance and HR departments, you can create a plan for how to mitigate the risks associated with payroll fraud.
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In increasingly competitive industries and operating environments, more companies are being highly intentional with their company culture as a means to drive desired results. For firms that believe in engaging employees, providing more directed training, or offering a more flexible work environment, technology, in its various forms, is a critical tool.
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How you'll handle a business transfer is a critical component of your succession and legacy planning. Without a clear and detailed strategy, you jeopardize your company's future and leave your successor vulnerable to substantial tax hits.
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