The wealth management industry is evolving at a breakneck pace. Increased competition, the proliferation of technology and changing consumer preferences are propelling the industry to a new age.

This year has been challenging for small businesses. During the holiday season, consider “shopping small” to support the businesses in your community.

We surveyed over 200 family office executives to understand the various risks family offices face, and how equipped they are to deal with these risks.

Geriatric care managers help your family identify and select housing and health care options that best fit the needs of your aging parents.

As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.

Financial wealth is just one things that makes family offices a prime target for fraudsters. A family’s public status and social media use can also make them more susceptible to physical, reputational and privacy-related threats.

Those families who look to preserve, protect and pass generational wealth recognize a strategic opportunity as interest rates and asset values continue a downward trend. We review wealth transfer strategies families are deploying to capture the unique benefits of these unprecedented market conditions.

We outline 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.

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.

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.