Webinar - Best Practices for Family Offices Working in a Remote Environment
Overview
Four senior partners from Plante Moran’s family office services group will discuss, in a round table format, the challenges faced by family offices working in a remote environment and the evolving landscape of family office. They will share several case studies and their insights and best practices relating to risk mitigation, cyber security, internal controls, operations best practices, and the changing landscape for software and systems to support the remote work environment.
***Attendees of this webinar are eligible to receive one hour of CPE credit upon completion of participation requirements.***
Speaker(s)
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[[{"fid":"59731","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"2":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"margin: 5px; float: left;","class":"media-element file-default","data-delta":"2"}}]]Jack Kristan, Partner, member of Plante Moran Family Office Services Group with a focus on risk assessments, internal control, and operational issues.
[[{"fid":"59736","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"3":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"margin: 5px; float: left;","class":"media-element file-default","data-delta":"3"}}]]Joe Oleksak, Partner, member of Plante Moran Family Office Services Group with a focus on Cyber security.
[[{"fid":"59741","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"4":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"margin: 5px; float: left;","class":"media-element file-default","data-delta":"4"}}]]Dennis Bagley, Partner, member of Plante Moran Family Office Services Group with a focus on technology initiatives, process consulting, project assurance, IT strategy, and technology selections. OF