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The unique position of family offices gives them an opportunity to pursue a broad spectrum of investments and utilize different strategies. In this 10-minute interview, Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, joins Kay Gordon, partner, and member of our Fund Formation and Investment Management practice group, for a discussion on family investments.

Family offices of every size and type can serve as unknowing gateways to sensitive data and personal information due to their extensive financial dealings and relatively low maturity in cyber preparedness. These vulnerabilities make family offices attractive targets to threat actors who may not even need sophisticated hacking skills to compromise an organization’s security.

The family office industry is constantly evolving, and the family offices that embrace the changing dynamics continue to be successful in achieving their overall purpose. As in the first edition, this second edition of the Plante Moran Family Office Book provides timely and relevant insights to help family office professionals manage, operate, and evolve a best-in-class, forward-looking family office.

All Family Offices are unique; as are the families that they work for. However in the end, they all follow a similar process when trying to make a successful hire for any position within the team. By using this guide that includes an interview form by Agreus, you’ll see how asking the right questions during the interview process will result in a successful hire for your Family Office and the family it serves.

Hiring successfully for a Family Office is not an easy task, not when there are unique issues and challenges.