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The enterprise-wide accounting and finance platforms that other industries employ have not historically satisfied the unique information and reporting requirements of private wealth management firms and family offices. Fortunately, material advances in investment accounting technology, as well as fresh ideas around accounting best practices have em...

Seventy-seven percent of employees want voluntary benefits. But with so many options available in today's market, it's crucial to choose the right benefits, based on your employees' demographics, claims history, and expressed wants and needs. A good place to start is to know the trending voluntary benefits and when top employers are off...

Legal developments in digital currencies, including bitcoin, emerge almost on a daily basis across the global landscape. While in Argentina virtual currencies are not legal tender under the country’s National Constitution, in Croatia there are informal statements by the Croatian National Bank that look favorably on the legality of bitcoin. In...

We have all been the new person at some point or another—the new person on the block, the freshman at the big university, a manager in a new office. In such hard-to-navigate situations, training and communications are integral parts of the on-boarding process. When both employee and employer are informed about one another’s needs, personalities, an...

A chimney fire can be a significant event, in both monetary damages and trauma. The risk is heightened by the fact that chimney fires often begin out of sight, meaning they may not be noticed in time to prevent the flames from spreading to the home or causing serious structural damage. Luckily, a few simple measures can help reduce the damage from ...

Whether your collection of paintings are decorative pieces or appreciative investments (or both), they can hold a tremendous amount of meaning and value. As to the decision regarding how and where to display your fine works of art, it’s important to identify and consider the many factors that could lead to a loss. All paintings—including oils, acry...

Water damage has consistently ranked as the costliest cause of loss year over year. The largest of these losses have all occurred while no one was home. Whether you’re planning to be away for a short vacation or leaving for the season, there are nine steps you can take to help reduce the chances that you will suffer a water loss.

Extreme winter weather has been a major issue throughout much of the U.S. in recent years and can result in high insurance claims accounting for millions in losses—the majority of which were due to ice dams and frozen pipes. An analysis of the winter-weather loss claims yielded four common factors and valuable insights that can help you be more pro...

While many individuals may have the skills and experience for a private staffing position, it’s the chemistry and having a system in place that makes it work for all parties. With this guide that includes job descriptions and requirements, discover the actionable insights and best practices for optimizing your private staff throughout the hiring pr...

The hedge fund industry got started in Greenwich when the location offered access to the best talent, tax and business incentives, and proximity to key executives’ homes. These important factors and the trend towards a private investment model have been shifting and accelerating the location of hedge funds and private equity firms to Palm Bea...

It’s tempting to imagine the computer systems as airtight vaults, impenetrable and immune to cyberattacks. But this would be a risky move. In reality, IT infrastructure is more like a porous sponge with gaping holes where data can leak when things don’t go according to plan: a staff member might lose a laptop, a system might experience ...

Hiring a domestic worker touches on multiple areas of law. Thinking through all the potential problems that might arise, and taking any precautionary actions possible, will only help you and your family. Entering into these relationships thoughtfully, and managing them with care may support the best outcome.

Each year fraudsters are stealing millions of dollars through sophisticated fraudulent use of Email Compromise Scams targeted at individuals and employees who regularly perform wire transfers. The scam involves a fraudster creating a false email or alternatively, hacking into a real email account of an executive, business partner, employee or finan...