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Plante Moran provides an in-depth look at password security and sheds light on some of the hacking tools out there. These tools are far better at guessing than you may imagine and, at rates of up to billions of guesses per second, much more persistent.So, what are our options? How can we combat this rising issue?No password is uncrackable. Given en...

As the family office sector evolves fund structures are becoming increasingly relevant and beneficial to manage the assets within the family. Many of the usual considerations for fund managers are equally valid for family offices.This article describes the several potential fund structures that:Provide a recognised and well established legal framew...

In this edition of Market Insights, Glenmede provides an in-depth look at recent U.S. employment numbers and highlights the following:The post-recession employment recovery has been weak.The unemployment rate is falling, having reached 6.6 percent from a 2009 high of 10 percent.The declining labor force is the result of a natural evolution in demog...

Family offices of all sizes face document management challenges for a number of reasons: Increasing regulatory compliance requirements are revealing existing document management gaps/deficiencies. As FOs increase advisor productivity in client service and business development through advanced CRM systems, the deficiencies...

This study examines the various factors driving the success of high-impact entrepreneurs, including how they differ from one another and how they operate, grow and compete. It looks at the key differentiators of companies with different ownership structures and walks the reader through the following research journey:Private companies have the ...

PwC's 17th Annual Global CEO Survey provides an inside look into how CEOs feel about the global economy, the growth prospects for their own companies and details on the challenges that they feel they are facing in the areas of technology, demographics and globalization. Survey Highlights:Twice as many CEOs believe the global economy will improve in...

In light of recent and widely reported art market litigation, many collectors, advisors, dealers, and galleries are more cautious and confused than ever about how to go about buying and selling art and collectibles without losses or lingering liabilities. In this article, Judith L. Pearson of ARIS Title Insurance Corporation discusses the rise...

This paper is a guide for employers, family offices and households to establish an effective onboarding strategy that spans a new hire's first full year of employment.When well designed, well managed and well executed, onboarding can have a dramatically positive impact on a household's entire operation. Onboarding can:provide a new hire wit...

Every day we use smartphones, tablets, computers and other digital devices to access, transfer and store information, conduct financial transactions and operate many other aspects of our lives. Your digital assets include all of the digital devices you own, all data stored in them and on external servers, and all of your online user accounts. ...

In this article highlighting the importance of title insurance for fine art, Stephen D. Brodie of Herrick, Feinstein LLP, finds that:The economic value of fine art has become high enough, and that the risk of a title problem is real enough, that it is time for convention to change.Title insurance is readily available today, and should become a stan...

This paper lays out general insights around art as an asset class and how best to mitigate risks inherent in art-related transactions to buyers and sellers, financial institutions, trust and estate practitioners, and art investment vehicles. As we look toward the future, we can expect that globalization and structural ineff...

Donors take care in planning their charitable giving over a number of years. As those plans unfold, however, natural disasters or tragic events can become an unexpected priority for giving. Ensuring that contributions provide the support intended by donors is not as straightforward as it may seem. Knowing the pitfalls that dot the landscape of...

Wealth management and tax planning, done right, require care and a thoughtful approach. Helping you be vigilant in these and all other aspects is the purpose of this guide, which walks you through the key concepts and approaches pertaining to tax planning, investing, charitable giving, estate and gift planning, business succession, family meetings,...

Examine how to select the best insurer for a private art collection in order that it may be preserved and protected for future generations. This paper delves into the causes of some of the most expensive art claims paid out to collectors and how families can take a more pro-active role in reducing the risk of loss and ...

In light of the increased cyber fraud of email accounts, firms should adopt client callout practices to confirm third-party wire requests received through email. Faxes, voice mail messages and emails should not be used to verify wire transactions. Client education makes these types of money movement controls more acceptable and encourages clients t...