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The Corporate Transparency Act Final Rule took effect on January 1, 2024. Hear the latest in terms of implementation of CTA and what other family offices are doing in order to gear up to comply with their initial BOI report obligations. Also, you will have the opportunity to get your questions answered and more during the presentation. The discu...

Direct investors forging new paths into frontier investing will reveal the industries you should pay attention to and why. Join us for a conversation with expert panelists who will share the trends they’re seeing and provide invaluable insight into fast-moving and exciting spaces of next-generation wealth creation. Dave Mullen, Vice President, S...

Families hire family office staff with the expectation that the office keeps their information, assets, and reputation protected. To safeguard the families’ interests, it’s critical for family offices to ensure that internal controls take the pragmatic approach, starting with four main areas: segregation of duties, transaction volume, managing comp...

As family offices expand their technology footprint, cyberattacks are rising. Hackers continue to refine their approaches, but security controls and proactive planning can strengthen your family office cybersecurity defenses. Initially, focus on the key action items to validate your existing security setup and inform your plans to address any short...

As noted in The New Family Office 5.0 Model, a rising number of family offices are allocating resources to direct investments, including building an in-house direct investment function to gain greater control, better diversification, increased flexibility, and income and estate tax benefits. From generating deal flow to due diligence, key cons...

While many family offices stay cognizant of continued volatility as investors, they also are continuing to search for the best investments in public and private markets. This report—based on 188 family office respondents from 32 countries—provides a comprehensive picture of how family offices view the world and the key factors driving their investm...

The key to success of any risk management plan is the development of an “all risk” approach that takes the entire family enterprise into account. Through a survey of more than 200 family office executives at single and multi-family offices, an uncovering of some worrying approaches has surfaced around the risks that family offices face, particularl...

Extreme winter weather is responsible for hundreds of deaths and substantial financial losses in North America each year. By taking proactive measures, you can ensure you’re better equipped to handle the challenges winter storms present. Stay safe and use this checklist as part of your risk management plan to help you prepare, respond, and recover ...

While 2024 saw global asset prices reach record highs, family office investors may benefit from reassessing both their expectations and how their investable assets are positioned for the future. We explore the possibility of a shifting investment landscape and why the years ahead may present a more challenging backdrop for sustaining and growing we...

2020 was a year of diverse risks marked by a global pandemic, a record number of storms, catastrophic wildfires, and ongoing threats to people and property from other perils, including cyber risks. When “unprecedented” is the new norm, there is a need for thoughtful risk management and insurance protection strategies as families and family offices ...

As family offices have grown in number, size and sophistication, they have increasingly looked to invest directly. Largely, the pursuit of direct investing opportunities has been driven by several factors, including the desire for increased control, better alignment of interests, reduced fees and expenses, and higher returns. While the appeal of di...

Identity theft occurs when personal information about an individual is stolen and used typically for financial gain. Criminals can obtain personal information electronically through hacking or illegally purchasing information from the Deep Web/Dark Web. They can also obtain information through paper records that are not properly disposed of or secu...

Imagine trying to protect a multi-generational family with 15 households and 25 properties in multiple states—not to mention all their vehicles, collections and personal property. Then there’s liability exposure for dozens of individuals, each with their own unique set of risks. Providing insurance protection for this level of exposure is challengi...

As family offices grow increasingly complex and manage larger and more varied assets, they are becoming prime targets for a variety of security threats. From this report, learn what family offices can do to protect against the risks, including cybersecurity breaches, theft schemes, and fraud perpetuated by unvetted 'insiders' of the firm.