Risk Management

Helping you protect your family from physical, financial, and cyber security threats.

• Coming Soon: 2020 Family Office Risk Management Survey
  We surveyed Family Office Executives to understand the risks they face and how equipped they are to deal with these risks.
• Demystifying Risk Management for Family Offices
  Understanding how and why you might be at risk can help you avoid common pitfalls and ensure your family office thrives.
• Phone Hacks Can Happen to Anyone. Here’s How to Protect Yourself.
  Start by knowing what could expose you to an attack, like vacation clues, hotel Wi-Fi and inadequate verification procedures.
• Family Offices Should Take Actions On Risk Management 
  Managing Director Edward Marshall writes about the importance of risk management for family offices, and provides a framework to follow, in Financial Advisor Magazine.

Philanthropy

Guiding your family to achieve their philanthropic goals, including philanthropic governance across generations and enhancing your charitable giving strategy.

• Philanthropic and Retirement Planning Opportunities
  Discussion of the impact of the CARES Act on charitable contributions.
• Income Tax Deductibility Expanded for 2020
  The CARES Act and near historic low interest rates have made split charitable gifts much more attractive for those taxpayers seeking to make larger legacy gifts.

Investment

Providing expert guidance on managing liquidity needs, direct investing, access to deal flow, and advice on responding to market opportunities and challenges.

• Family Offices Enter a Growth Phase
  A once-anonymous corner of the financial landscape has become Wall Street’s newest dealmaker.
• Family Office CIO Strategies: Navigating Periods of Market Turmoil 
  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.

Finance

Addressing your biggest challenges with family office best practices from the perspective of those who truly understand.

• How Are Your Assets Protected? 
  We detail how your assets are safeguarded.

Next Generation

How to educate the next generation on wealth and its responsibilities, along with guidance on succession planning, trust, and family governance.

• Unique Trifecta Creates Wealth Transfer Opportunities 
  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.