Resource Search

As businesses look to grow and thrive, they will face tough choices between balancing budgets and addressing the employee benefits outlook. With a focus on ways to reduce the impact of cost-driving issues, this Employee Benefits Market Outlook report provides insights and actionable solutions employers can use to address the rise of healthcare costs, leave management challenges, emerging genetic therapies, and other benefits challenges.

Family offices are like wealth management businesses, and like any business, there is a need to be governed and managed with a prudent and practical set of processes that steward the family wealth for multiple generations. Taking an “Investment Operational Risk Management” approach, an overview of ten key areas is provided to help your family office reduce the exposure to various risks that could jeopardize the long-term sustainability of the family wealth.

Trinity Davis and Tom Aldrich discuss digital executive protection and how to navigate the digital space in today's every changing landscape.

The importance of talent continues to be a factor in driving an organization’s success. As a result, many compensation committees have expanded their roles and responsibilities beyond executive and board compensation into increased human capital and social issues impacting the organization. This requires staying abreast of compensation trends, enhancing the human capital experience, and providing frequent and transparent communications and reporting.

While the labor market remains volatile with the persistence of America’s Great Resignation, businesses face novel challenges to make sure they attract and retain the workforce they need to sustain and grow.

Drawing from the perspectives of 200 family office decision makers across all major geographic regions, this research report provides insights into how they have responded to the economic and social change unseen in decades. It reveals a shift in their philanthropic investments, next-generation and succession planning, and crypto investments. It also explores the private banking services among family offices and the awareness of the proposed Family Office Regulations Act of 2021.

Corporate insiders pose a unique threat as they are given privileged access to the company’s assets and are trusted to use that access responsibly and ethically. However, this can go awry in several ways, from unintentional, negligent acts to intentional, malicious acts. To help prevent, detect, and respond to that threat, it’s important to address the three key risks when evaluating your Insider Threat Program.

A best-in-class family office tax function goes beyond preparing timely tax returns to drive tax strategy and reduce the overall income, gift, and estate tax burden across generations. Given the role taxes have on most families, it’s imperative for the family office to ensure it has the proper infrastructure and resources to understand, plan, and strategize from both the tax planning and compliance standpoint. Best practices are provided to help strengthen your family office’s tax capabilities.

An influx of new insurers has helped expand overall capacity in the U.S. insurance market. As the market begins to stabilize, commercial insurance buyers that maintain quality risks with strong data to back them up should begin to see relief in 2022. However, buyers in certain geographic areas, industries and other risk categories will continue to face enormous challenges.

When you start the process of rethinking your family office workspace, an important step is to ask intentional questions. Beginning with the “why,” this checklist provides prompts that are intended to challenge you to think critically and inform the ways physical space can best serve the needs of your family office as you think about the future.