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To succeed, any organization needs to develop, maintain, and adhere to well-defined business processes and workflows. For family offices, which manage the complex financial and business affairs of ultra-high-net-worth families, best practice business processes are paramount to ensure efficiency and employee productivity, reduce risks, and improve outcomes. However, their value can only be realized through day-to-day usage and rigor.

On the path back to growth, organizations are placing the customer experience (CX) at the top of their lists of digital priorities, beating out operational efficiencies by the slimmest of margins. As the balance of interactions between businesses and customers skews more digital and mobile in a post-COVID world, organizations will do well to invest in new capabilities that will improve the quality of those interactions.

Things are new, not normal. As the pandemic recedes, businesses are not headed into a familiar past. Nearly two-thirds of CFOs are worried that talent shortages could impair their ability to meet short-term strategies. A similar percentage are worried about controlling compensation and benefits cost. Addressing this tension and other pressing priorities will help define success in a post-pandemic world.

Today’s environment is perfect for high net worth individuals and families to maximize flexibility, minimize taxation, and execute their desired plan. But given the current economic and political climate, the outsized benefits available today may not be available tomorrow. That is why it is critical to execute your plan now.

When there's a pandemic and the business landscape is no longer business-as-usual, you may wonder how best to proceed—how to keep going and find ways to not just survive but thrive. In this webinar with a spotlight on technology, we explore the ways to improve performance and how better information leads to better decisions. In addition, you can download the five steps toward empowering your operations today.

Choosing the right technology among so many choices is hard. Deciding which technology to adopt and how to best use it are challenges for leaders, especially in a time of rapid change. The focus has now shifted from the cost of the technology to ensuring the right technology is used to fulfill business goals. This guide is designed to help you filter out the noise of new technology choices and focus on six key steps to follow when considering the right technology solution.

As an uncertain business environment persists, board directors face multiple obstacles: new regulatory changes, issues related to globalization and digital acceleration, the rise of environmental, social and governance (ESG) factors being linked to company performance, and more. They are also grappling with the expanding roles and responsibilities. This survey explores the strategies public company boards of directors are considering, including how they plan to pursue growth and increase transparency around strategic shifts.

Protect your organization against cybersecurity. Be cyber smart and learn more about combatting ransomware in the time of COVID-19, how cybersecurity continues to be a top issue for retirement plans, and how to assess the gaps in your cyber coverage and reduce your exposure.

The Wharton research has found that the ultra-high-net-worth (UHNW) individuals want their financial advisors to make tangible assets and risk assessment part of their advisory services. In this abbreviated report, gain the insights to help your UHNW clients achieve greater risk-adjusted returns in their portfolios and protect against substantial losses from a left-tail event—an infrequent, potentially catastrophic event, such as an accident and accompanying lawsuit.

To advise more effectively, financial advisors to the rich seek to develop a profound understanding of their clients’ attitudes toward money and life. But there is so much more than the amount of a client’s assets that can affect his or her attitudes, goals, and tolerance for risk. In this full research report and through the lens of risk tolerance, family office advisors can learn ways that will not only help improve their wealthy clients’ risk-adjusted investment returns, but their emotional security and happiness as well.