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If your family office is like many small- and mid-sized organizations, you could use additional help but assume it’s costly to go the outsourcing route. In reality, what is high-cost and high-commitment is hiring more in-house staff. A more cost-effective, and infinitely more flexible and valuable option is outsourcing your back-office needs to a t...

Trinity Davis and Tom Aldrich discuss digital executive protection and how to navigate the digital space in today's every changing landscape.

Family offices are like wealth management businesses, and like any business, there is a need to be governed and managed with a prudent and practical set of processes that steward the family wealth for multiple generations. Taking an “Investment Operational Risk Management” approach, an overview of ten key areas is provided to help your ...

In today’s investment environment, family offices require full investment capabilities to achieve the returns required by wealth owners. As there are many non-investment activities happening in a family office setting, the build or outsource approach to investment resourcing should include saving on both the costs and time associated with running a...

Family offices are a key target for cybersecurity breaches and, with many organizations requiring their employees to work remotely due to the COVID-19 pandemic, the risks have only increased. With cyberattacks on the rise, many family offices are focusing their attention on how to protect themselves. Here’s a look at some of the most common t...

While marijuana is still illegal under federal law, what was previously considered a forbidden substance is now part of the mainstream. As public policy evolves, risk professionals must stay abreast of legal and political developments, review and update existing workplace policies, and carefully handle any workers’ compensation, employment pr...

Ever wonder if a multi-family office is right for you? In this podcast episode, Tolleson Wealth Management's President Richard Joyner answers that question. He also shares the trends he sees in the family office space.

In May 2021, the Treasury Department released its General Explanations of the Biden administration’s fiscal year 2022 revenue proposals, commonly referred to as the “Green Book.” They seek a dramatic increase in revenue through an increase in corporate and individual income tax rates and other revisions to the Internal Revenue Cod...

The COVID pandemic has changed much about the business environment and operations, and anti-fraud programs must evolve along with them. To assess how organizations are preparing for the “next” normal, this research study surveyed anti-fraud professionals around the globe for their views on the current and expected effect of COVID-19 on ...

As family offices consider their tax planning strategy, it is important for their tax attorneys, financial executives, and legal team to conduct an analysis of the Biden Administration’s Tax Proposal. This guide and in-depth review, which includes an overview of the proposals impacting high-income taxpayers, will help you prepare for the chan...

Ransomware is a dynamically evolving risk, impacting organizations around the world with rapidly increasing loss frequency and severity. The insights on this risk are intended to focus conversations around loss preparation and risk management, and help guide well-informed cybersecurity investments.

Since 2022, there has been a significant increase in cyberattack attempts targeting email accounts. Taking a closer look, BPM’s Cybersecurity Assessment Partner, David Trepp, explains how attacks are launched against employees, business email systems, and their authentication mechanisms. He also outlines the threat scenarios, shows examples fr...

Eton Solutions discusses the current trends and challenges happening in the family office.

Engaged employees perform with passion, enthusiasm, and connection—they are often your star performers who you don’t want to lose. But in today's workforce environment, just 32% of the workforce is considered engaged—the lowest engagement rate in a decade. In this webcast we explore the new data and trends on the sta...

Quiet quitting is not new to the workforce, but it is on the rise and is a growing concern for organization leaders. What exactly is a “quiet quitter?" It's an employee who is disengaged, possibly coasting along in their job and doing the bare minimum on a regular basis. Their disengagement may be leading to workp...