Cloud-based applications, also known as Software as a Service (SaaS), offer significant benefits. They are highly affordable, require minimal IT involvement, have no hardware requirements, and offer great flexibility. Yet there can be significant risks to a firm if it does not review vendors carefully. Unfortunately, security controls vary significantly from one SaaS provider to the next. Knowing what to look for when selecting SaaS vendors and implementing sound security measures will help protect your firm against a data breach and the significant repercussions that come with it.
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While the revolution of the “information age” creates tremendous advantages and helps accelerate innovation, it brings with it new risks—namely cyber attacks. While corporate attacks get most of the media attention, do not forget that individuals—especially the high net worth—need to be vigilant about cyber security. The good news is that you can protect yourself against cyber risks.
What is a family office? This question is a difficult one to answer given the vast differences that exist from one family office to the next. The most generalized definition is that a family office assumes the day-to-day administration and management of a family’s financial affairs. Today, there are an estimated 3,500 family offices in the U.S. managing more than one trillion dollars in assets. While every family is unique, there are common situations that might call for a family to consider the advantages of establishing a family office.
Business impersonation scams are a large and growing risk for high-net-worth individuals, closely held business owners, and institutions. Scams have claimed victims in all 50 states and more than 100 countries and there is every reason to believe the threat is growing. Learn seven steps that can help you protect yourself and your business from impersonation and other types of fraud.
This first national study explores the topic of family philanthropy through the family office including opportunities and challenges, perspectives and experiences of practitioners and family members with the family office structure. This is a collaborative project of the National Center for Family Philanthropy, Threshold Group, and FOX.
More organizations are rethinking their existing wellness programs to create a true culture of health that supports employees’ personal health goals while improving the performance of the organization. Learn how a Health and Performance Program can provide personalized support, tools, and incentives to help individuals make important lifestyle changes that are aligned with performance objectives and your workplace culture.
In today’s complicated business climate, is your accounting software helping you grow and compete—or holding you back? This guide will help you understand whether it’s time to make a move. You’ll discover:
Your household employees are necessary and helpful, but they present a risk, be it from accidents, reckless behavior, or bad intentions. While there is no way to minimize the concerns entirely, establishing clear communication, crisp policies, and appropriate checks and balances can prevent, or at least decrease most issues. We’ve created a checklist of important steps to head off problems with domestic employees.
Roughly 15% of ultra-high net worth individuals worldwide rely on private aircraft for most personal and business flights. When weighing your options on aircraft ownership, there are pros and cons that should be considered. It's also important to know the key players to help you navigate the selection, purchase, management, financing, and disposition of an aircraft.
The holidays are approaching and to make it a more relaxed and enjoyable season, it helps to plan in advance and know the best practices for holiday planning, entertaining, gift giving, entertaining, and decorating.