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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...

Over the past 30 years, families have worked hard and invested enormous resources to create the plans and structures that promise to carry the family into the future and ensure its long-term success. The vast majority of these investments have focused on the quantitative disciplines that serve the family’s financial capital – the collective discipl...

Our annual cybersecurity update will discuss one of the leading cybersecurity risks to your firm and your clients—ransomware. With the instances of ransomware attacks rising every day, wealthy family offices are particularly attractive targets to cybercriminals. In this webinar, Baker Tilly Cybersecurity Principal Joe Shusko provides insights on ma...

Genuine prosperity includes overall well-being within the family and business. From mental health concerns and substance use disorders to relationship conflict and neurocognitive decline, we'll discuss OPG's comprehensive solutions designed to ensure that families and businesses are well-equipped to manage complex well-being challenges, cultivate r...

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...

Cyberattacks are impossible to completely prevent and the consequences of a data breach can be devastating. In addition to information and finances lost, breaches can result in downtime and reputational damage that can set your company far behind competitors. If your organization has experienced a cyberattack, there are three things that can b...

By implementing proactive controls, organizations can minimize the chance of falling victim to a ransomware attack. This guide explores these eight leading cybersecurity practices, with critical steps to take and tips to incorporate into your approach: Know your environment Keep your data backups safe Implement a patch management program Bu...

Many families are not aware of important legal issues that affect their 18 – 21-year-old children. Parents are often so focused on the fact that the drinking age is 21 that they do not realize that their 18-year-olds are, for most other purposes, adults in the eyes of the law. Parents no longer have the same access to information or control over th...

The growth of ChatGPT and other artificial intelligence (AI) tools is not slowing down. From small startups to multinational corporations, employees across the spectrum are leveraging ChatGPT to enhance their productivity and streamline their workflows. Given the potential risks—including confidentiality and personal data and privacy violations—ass...

Focusing on how companies are implementing enhanced security as the attacker-defender struggle continues, this Report dives into the 9 key takeaways along with other cutting-edge topics related to the data life cycle. While ransomware attacks decreased dramatically during 2022, they were again on the rise at the end of 2022 into 2023. Business emai...

Cyber threats and fraud schemes are designed to infiltrate and compromise your business. By using this cybersecurity resource guide and taking proactive actions to prevent cyber threats, you can strengthen your defensive strategy. This guide includes: Cyber Fraud Overview Recommendations and Resources Quick Reference Guide f...

Designed to help your board take practical steps toward strengthening your organization's cyber risk, this data privacy and governance checklist outlines the basics for understanding your current data protection posture regarding the handling of personal and sensitive data. With the questions and responsibilities from the checklist, you c...