In moving past the COVID-19 pandemic, there are five key items that CIOs will almost certainly need to focus on as their role shifts away from being pure technology leaders and toward critical business drivers and decisionmakers. The first important item will be securing the hybrid cloud/on-premise systems and applications.
With the past two years as a backdrop, risk management and insurance for 2022 will be anything but simple. It will entail assessing vulnerabilities with regards to changes such as permanent work-from-home arrangements, increased exposure to extreme weather events, cybercrime, and various pandemic-related ripple effects. High net worth individuals a...
With OSHA releasing and publishing the Emergency Temporary Standard (the “ETS”) on November 4, 2021, there are new vaccine guidelines and mandates for employers to follow. In this eBook, we address the “vaccinate or test” program set forth in the ETS and provide samples and templates on mandatory vaccination policy, reasonab...
In today’s workplace environment, organizations face heightened challenges for employee recruitment, retention, wellbeing, and engagement. Understanding how to attract new employees, while keeping and supporting your current workforce is critical to an organization’s ongoing success. It starts with having a sense of urgency, empathy, be...
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...
The way individuals are approaching philanthropy has evolved in recent years, with philanthropists taking the very best of the corporate world and adding more rigor and measurement to how they give back to social causes, reprioritizing how and where they invest, and going beyond financial contributions to direct both time and talent to their philan...
From the five billion records that cybercriminals exposed in 2019 to the 42% of teens across 25 countries having a problem with their parents posting about them on social media in 2020, it is clear that everyday digital behaviors are not without risk. Learn the tips to protect your privacy online.
Individual employees can be an organization’s most valuable asset or their most significant risk. While each company and family offices will have different challenges and needs, there are best practices that can be implemented to ensure employees are properly recruited, vetted, hired, retained, and terminated. By taking the necessary steps, y...
With so many potential tax changes ahead, it's time to make sure you're checking all the boxes on things you can do to protect your wealth. Now is the time to ensure your wealth plan reflects any changes in your circumstances or goals, the economic landscape, and the current tax environment. Review this checklist for potential strategies to...
Whether you’ve worked with ultra-high-net-worth clients for years or are just starting to grow that business, you know that these families and individuals are typically very private and prefer to deal exclusively with trusted advisors. When considering the right independent insurance agents or brokers, there are six things to keep in mind when maki...
To advise more effectively, financial advisors to the rich seek to develop a profound understanding of their clients’ attitudes toward money and life. But there is so much more than the amount of a client’s assets that can affect his or her attitudes, goals, and tolerance for risk. In this full research report and through the lens of ri...
Protect your organization against cybersecurity. Be cyber smart and learn more about combatting ransomware in the time of COVID-19, how cybersecurity continues to be a top issue for retirement plans, and how to assess the gaps in your cyber coverage and reduce your exposure.
Good meetings are a critical block of effective, impactful, and not least of all, enjoyable family philanthropy. This guide explores giving families' strategies, tips, and tools used to ensure that their meetings are also gatherings that family members look forward to. Constructive templates are also provided to help you think through the key ...
As an uncertain business environment persists, board directors face multiple obstacles: new regulatory changes, issues related to globalization and digital acceleration, the rise of environmental, social and governance (ESG) factors being linked to company performance, and more. They are also grappling with the expanding roles and responsibilities....
Choosing the right technology among so many choices is hard. Deciding which technology to adopt and how to best use it are challenges for leaders, especially in a time of rapid change. The focus has now shifted from the cost of the technology to ensuring the right technology is used to fulfill business goals. This guide is designed to help you filt...