Family Office Best Practices

Resource Search

Breakout Session 2: Managing Under Covid-19
Publish Date

Discuss how you’re supporting employees and family members during Covid-19, including mental health, education, and work-from-home policies.Arden O'Connor, CEO, O'Connor Professional GroupKatherine Richardson, EVP, Chief Human Resources Officer, PURE InsuranceRuth Easterling​, Managing Director, Member Services​, Family Office Exchange

Breakout Session 3: Improving Quality Through Family Office as a Service
Publish Date

Learn how process mapping can help firms improve quality of their client deliverables, operations, efficiency, and expenses.Robert E. Mallernee, CPA, CFA, Chief Executive Officer & System Designer, Eton Solutions, L.P.: Founder and CEO, Eton Advisors Group, LLCKaren Rush, Managing Director, Membership, Family Office Exchange

Ready or Not - Your Future Family Office is Here
Publish Date

The evolution of family priorities and the acceleration of technological advances are reshaping the future of the Family Office. We shared insights into the Future of the Family office across four pillars of change: Shifts in Family Priorities, Proliferation of Technology, Evolution of Talent Profile, and Rising Importance of Partnerships.Insights and Key TakeawaysPresident of the Family Office Exchange, Bill Sullivan, shares key areas of change to help us understand the evolving landscape of the family office.

Evolving Client Needs and Expectations Are Changing the Role of the Family Office
Publish Date

How are you managing changes in your family? How about the changes coming down the road? We shared examples of how the shift in family priorities and the influence of the rising generations are driving the family office evolution.Moderator: Glen W. Johnson, Chief Operating Officer, Family Office ExchangeMindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, Family Office ExchangeGaby Griffin, Market Leader, Business Owners and Family Executives, Family Office Exchange

Future of Technology in the Family Office
Publish Date

FOX’s Kent Lawson moderated a discussion on how family offices are incorporating automation to free resources for higher value add activities, leveraging data to make more informed decisions, partnering with third-parties to fill non-core capabilities, and ensuring it is all done with proper cybersecurity protocols to protect family data.

How HR and IT Can Work Together: How to Efficiently Manage Remote Employees
Publish Date

As organizations move to a more remote workforce, automating the on-boarding and off-boarding process to a zero-touch deployment is more important than ever. New policies and procedures need to be established as interaction between organizations and their employees change in a post-COVID world. In this webcast, the BPM team discusses considerations and information your organization needs to know to ensure an efficient employee management process.

What's at Risk During COVID-19 for Successful Individuals and Families
Publish Date

During COVID-19 it’s important that successful individuals and families know what their current day risks are and how they can be protected. In breaking down some of those risks—from preserving million-dollar art collections to mitigating cyber attacks and reviewing your insurance plan—you can implement a plan that adjusts to the new normal.

Secure Your Zoom Meetings
Publish Date

Although there is no true end-to-end encryption for securing Zoom meetings, there are a few simple measures and setting guidelines you can take to help make them more secure.

Investors Need Data to Make Diversity a Reality
Publish Date

Diversity of perspective is a key element in deciding how to balance business risks and opportunities. For investors, companies, and employees alike, diversity makes a difference—but it takes data to know how much work is ahead.

Business Continuity Planning and Management Guide and Checklists
Publish Date

For the businesses who want to thrive and survive in a COVID environment, it’s crucial to deploy a business continuity plan and management training. As part of the plan and to help navigate the new workplace conditions, here is a comprehensive list of tips and checklists for financial emergence and recovery, human capital and business operations, and IT Management and security.