Resource Search

When you think of Martha Stewart, you think of insider trading. When you think of Rod Blagojevich, you think of his auction for Obama's senate seat. These are two examples of reputations can be tarnished overnight. What can be done to lessen the severity of reputation risk during a crisis? What is involved in effective, day-to-day management of family reputation? What role does the internet and privacy play and how can we influence a positive outcome?

The cost of the family office is an important aspect in the long term sustainability of wealth, although it’s not always well understood by family members. This webinar makes a compelling case for more effective communication about costs and provides office executives and family members with data and case studies to support conversations about value and efficiency. What impacts cost and how can you raise awareness? Listen in as our speakers reveal the complexity of cost, cost drivers and highlight 2010 office cost data.

Families that thrive for multiple generations invest their time, talent and resources to ensure their family offices have thoughtful and flexible programs to be successful. When should families consider a strategic assessment of their family office? How do wealth owners and family office executives conduct such an assessment? What is the link to best practices? And what is the role of outside third parties?

21st century wealth owners and their financial advisors often seek to design trusts that are flexible enough to withstand personal and financial changes yet manage the investment's outcome. Trusts serve the useful purpose of retaining control of funds pending certain events, after which funds may, can or must be transferred to or on behalf of the beneficiaries.

Many wealth owners are seeking tangible methods for measuring and evaluating the value of their family office and/or wealth advisor. What do wealth owners expect and what do they value? How do family offices and wealth advisors demonstrate value? Listen in as our speakers reveal findings from dozens of interviews with wealth owners, family office executives and wealth advisors including contributions from a Thought Leaders Roundtable.

Since the Autumn of 2008 many heads of family offices have focused their attention on the most basic aspects of financial arrangements. This is true of owner managers and professional CEOs alike. Since the demise of Lehman two dominant questions arise from this group of decision makers. Firstly whether client assets are genuinely segregated off the custodian bank’s balance sheet, and not withstanding the answer to that question which must of course be ‘yes’, how secure their custodian is as a corporate entity.

In the wake of the worst financial meltdown since the Great Depression, many investors have begun to question the basic principles of investing that lie at the core of the financial industry. Diversification, the risk/reward trade-off, the separation of alpha and beta, the benefits of passive index funds, the ability to manage risks via asset allocation, and stocks for the long run have all come up short over the last three years. What should an investor do?

In the minds of many, multigenerational wealth the last 30 years has been associated with abundance, privilege, social status and philanthropy over. But we've now experienced a decade of weak financial returns, and we may be in for more of the same. Are you prepared?

Explore the role insurance plays in family office risk management and how the actions taken by executives and clients can create a more holistic approach to insurance planning.

The world of social media and social networking is growing at so fast a rate that it has become increasingly more challenging to stay current with the language and offerings. In this program we will explore the world of social media, examine the risks to privacy, legal liability and financial loss when we do not take the steps to properly exercise the safeguards that are provided.