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As family leadership transitions from one generation to the next, it’s not unusual for servicing needs to change to support the younger clients. Understanding the service requirements of different client life stages allows advisors and family office managers to adapt their service model to the needs of different generations, and reduce the risk of ...

Your employee benefits plan is likely one of your organization's largest expenses and one of your most important for attracting and retaining employees. To help you prepare for open enrollment season, this checklist will assist with your compliance obligations.

Year-end tax planning is always challenging, but the coronavirus pandemic has added a whole new layer of complexity to the equation for individuals, families, and businesses across the nation. The potential tax ramifications are significant. There are a number of tax developments to consider for the current tax year.

A combination of health, economic, and financial challenges has created a higher level of uncertainty than ever before—worse even than the 2008 global downturn. However, COVID-19 has created a wide range of opportunities for family offices to update their approaches to investment management, tax, and estate planning, and governance. Learn wha...

Year-end planning presents abundant opportunity to consider and optimize tax strategies. For the executives who have faced tremendous demand to lead companies through dynamic shifts during a year of historic change and disruption, it is important to be particularly mindful of tax implications that may arise from equity-linked compensation. As the y...

As the nation continues to battle the devastating effects of COVID-19, a number of family offices have taken a greater interest in reviewing or creating various wealth succession plans, with tax and estate planning a top issue and consideration in the U.S. election. In preparation for the outcome, family offices and the families they serve should c...

The COVID-19 pandemic challenges all aspects of work. For businesses attempting to return to work, there are many new liability risks and employer obligations to consider. How an employer assesses, implements, and communicates new policies and procedures will have a lasting impact on employee productivity, engagement, and commitment. This play...

Organizations of all sizes have been in survival mode since the beginning of 2020 to get through the pandemic and the economic downturn that followed. But now, as the world moves towards recovery and growth, entities must carefully consider their unique circumstances and risk exposures when analyzing how recent events may affect their financial rep...

In this 2012 Financial Executive Forum panel discussion, Bonnie Gauger of Johnson Keland Management and Shannon Zur from Vogel Consulting provided the contrasting human resources perspectives of a single family office and of a department in a multi-family office. The session highlighted that while the structure of a firm and its philosoph...

In this 2012 Financial Executive Forum session, a panel of Heather Asher, Family Office Exchange; W. Jackson Parham, Jr., Chief Investment Officer, Eton Advisors, LP; and Michael Madigan, Director, Product Management, Advent Software, Inc.; discussed approaches to reporting that promote readership, prompt broader family involvement and engagement, ...

In this 2012 Financial Executives Forum presentation, Jeremy Kahn, AVP of IT at Hartz Mountain Industries, Inc., provided an overview of cloud computing and their benefits to family offices. He defined cloud computing as “a model for enabling on-demand access to a pool of computing resources that can be provisioned and released with minimal effort....

For leaders and organizations, it has been hard to make the right moves amid the COVID-19 pandemic. But during any time of crisis, it's people who are the ultimate differentiator. In this Briefings Magazine issue, it begins with a cover story on Reading the Future and the questions on every CEO’s mind. Other voices in leadership share the...

For employers with less than 500 employees who provided benefits under the leave program of Families First Coronavirus Response Act (FFCRA), a separate line of identification and reporting is required on the W-2 Form. Guidance is provided in the IRS Notice 2020-54 to help employers properly report 2020 emergency paid sick leave and expanded family ...

With the lifting and re-evaluation of the "shelter in place" orders amid the COVID-19 environment, it is critical to have a responsible plan when restarting business operations. Recommended guidelines for the workplace—including worker health and wellness precautions, COVID-19 testing options, office work considerations, and em...

As states continue to adopt shelter-in-place orders to stop the spread of COVID-19, many employers remain open for business and need employees to perform essential operations. To protect their workforce, employers should adhere to CDC and DOL guidance on implementing safety practices for employees. We share some tips for employers with essential em...