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1063 results found
Business Continuity in the Wake of Hurricane Sandy
Publish Date:
Jul 17 2013

When disaster interrupts your place of business, what contingency plans do you have in place to continue operations? HUB International Vice President and Senior Risk Consultant Mike Dubose outlined how to develop a business continuity plan that will minimize negative impacts to your family office, drawing on the example of family offices impacted b...

Preventing Targeted Violence at Work and at Home: Insights from the Frontlines
Publish Date:
Jul 17 2013

Throughout the United States and across the world today, high-net worth executives and individuals are confronting new levels of risk – from the continuity of their operations and the protection of their assets to the safety of their most valuable resource, their people. This personal security expert addresses the risks families face and outl...

Fraud Alert: A Social Engineering Survival Guide
Publish Date:
Jul 17 2013

Social engineering is the term security experts use to describe fraud campaigns that target human rather than technology elements. This brand of fraud has grown increasingly pervasive in recent years. In fact, with technology-based security programs becoming more sophisticated, more criminals are turning to social engineering. Tristate President Ch...

Cyber Security: What Is It & What We Are Doing About It
Publish Date:
Jul 17 2013

Our daily life, economic vitality, and family security depend on a stable, safe, and resilient cyberspace. As we all become more reliant on modern technology, we also become more vulnerable to cyber attacks such as corporate security breaches, spear phishing and social media fraud. These threats will be addressed and solutions provided in this sess...

Technology Trends: The Next Wave of Innovation and How it Impacts the Family Office
Publish Date:
Jul 17 2013

Craig Cook of Oakbrook Solutions and Mark Rogozinski of RockIT looked at how progress is impacting back-office operations in the areas of strategy, standardization, reporting and cloud technology as well as the trends that are uppermost in the minds of family office executives.Key takeaways include:Compliance/reporting a top challenge for family of...

FOX Technology Survey Results
Publish Date:
Jul 17 2013

This session previewed new Family Office Exchange research on family office technology with a look at current software solutions, technology budgets, biggest technology challenges and plans for the future. FOX Senior Consultant Jane Flanagan led the discussion.Key takeaways include:Only 21% of single family offices have a dedicated IT person on sta...

Positively Impacting Wellbeing Across Families and Businesses
Publish Date:
Jul 31 2024

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...

Baird Digest, Summer 2024: News and Perspectives for Growing and Preserving Your Wealth
Publish Date:
Oct 24 2024

At some point on your family journey and through the key life stages, you may take a step back and realize the wealth and legacy you’ve created are going to live on for generations. As you begin to reflect, you can look to the legacy and estate planning guide in this Digest as a starting point. You’ll also find helpful checklists, thoughtful questi...

Technology Operations and Data Security
Publish Date:
Aug 05 2016

Your fellow FOX members have contributed these technology operations and data security tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. If you have developed sample planning tools, templates, or practices that you think will...

Human Capital - Performance Management
Publish Date:
Mar 09 2015

Your fellow FOX members have contributed these human capital tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, please submit your ...

Document Management
Publish Date:
Feb 18 2014

Your fellow FOX members have contributed these document management tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, please submit...

Human Capital - Benefits and Compensation
Publish Date:
Oct 22 2013

Your fellow FOX members have contributed these human capital tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, please submit your ...

Travel Policy, Security, and Guidelines
Publish Date:
Mar 12 2012

Your fellow FOX members have contributed these travel planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. If you have developed sample planning tools, templates, or practices that you think will be of interest to other...

Financial Reporting and Procedures
Publish Date:
Mar 12 2012

Your fellow FOX members have contributed these financial statements and reporting documents. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. For additional examples, see Financial Reporting in the Family Office: Elevating the Conversation a...