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As employee retention is key to success, and workplace culture plays a critical role in retaining staff, this webcast will provide proven ideas to create an engaging culture beyond financial compensation. By the end of this webcast, attendees will be able to: Identify benefits, compensatory and non-compensatory, and training opportunities t...

Family offices may take on a variety of roles in service to the family, so it is essential that there is a strategy that helps frame the office’s purpose and an overarching plan to help align and execute against diverse interests. The panel will cover three key areas during this session: 1) Share critical questions to ask and answer when designing ...

As the importance of retaining high-performing employees becomes more apparent in a challenging economy, employers should examine what they offer employees beyond financial compensation. Speakers will share the pros and cons of employee benefits to consider such as hybrid work environments, mental health services, parental leave, nursing mothers' p...

We are entering a New Era in Family Wealth. The New Era represents a distinct shift in families’ needs and priorities. Family wealth has long been defined mostly in financial terms, which led to growth and protection of the family’s financial capital as the overriding priority. Today, here is an emerging desire by more families to focus on purpose,...

Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corp...

A private family trust company (PTC) often serves as an excellent governance framework and corporate structure for a virtual family office (VFO) by providing integrated, holistic oversight of fiduciary, investment, tax, philanthropic, governance, and other activity. Learn more about how and why families choose to form a VFO around their PTC, the co...

As American employees strive to shape their workplace culture and work environment, identifying the human capital issues within an organization should be the foundation of any actions taken to address the needs of today’s workforce and future business needs. That said, the survey findings in this year’s State of Work in America survey—including men...

Wealthy families have a significant positive socio-economic impact around the world, but lasting impact depends on those families prospering for generations. This is not guaranteed, however, and more intergenerational wealth transfers succeed if families adopt a modern Family Office model that suits their needs and goes beyond managing and gro...

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.

With the shift toward a remote work structure, it’s good to experiment with what works best for you in your new workspace and create a regular routine around it to help you adjust to the new environment. In this podcast, Rehmann's Director of Talent Acquisition, Val Martinez, shares more tips on how to be productive when working from home. She also...

When companies gather and use behavioral insights to accelerate behavioral and cultural change, they can have a positive impact in their company’s vision, priorities, work environment, and more. By understanding what employees are doing—in addition to how they are feeling—companies can address the people and culture issues that can hold back transf...

Polarity exists in nature and the nature of our business. Different views, values, preferences—in other words, diversity—is at the core of polarity. Recognizing and managing polarity within your organization allows for leveraging the benefits of diverse perspectives, promoting a balanced and thriving workplace. We explore how to navigate and embrac...

Join this engaging session on a variety of topics related to the human capital of a family office. The first half will cover trends in the workforce and labor market, from the challenges of a multi-generational team to compensation and family office career paths. Our second half will be dedicated to fielding audience questions so come prepared to s...

Family capital delineations, exchange mechanisms, and family office sophistication are crucial as the UHNW family demands of their family offices rise. Peter and Amjed will walk through Trove’s insights from creating and managing over 100 unique family offices. Learn about various forms of family capital and how to facilitate seamless transfer mech...