Best in class family office operations
Best in class family office operations insights
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Family Office Answer Book: A complete guide for family office executives
Fortify your family office to thrive today and beyond with our comprehensive Family Office Answer Book.
How family office internal controls safeguard assets and mitigate risks
Internal controls enable a well-run, transparent family office. A practical, tailored control environment helps manage risk and protect the family’s assets so it can continue to carry out its mission and achieve its goals. Focus on four key areas.
Best practices for the family office tax function
A best-in-class family office tax function goes beyond preparing timely tax returns to drive tax strategy and reduce the overall income, gift, and estate tax burden across generations. We share best practices for strengthening your family office’s tax capabilities.
Preparing for the family office of the future: An interview with Mark Blumenthal
In connection with the soon-to-be-released Plante Moran Family Office Answer Book, Brian Carter and Jack Kristan (co-editors along with Mark Blumenthal) sat down with Mark for a discussion of current trends and the evolution of the family office.
Family offices: Best practices for philanthropy
Family offices are often tasked with managing a family’s philanthropy but may have limited knowledge and resources. Several best practices can help both families and family offices lead philanthropic efforts to heighten their impact.
Sharing a family office advisory relationship? Read our tips for success
New family office operating models are changing how advisors deliver services. Strategic partnerships can help family office service providers better focus on delivering core value-added offerings. Here’s our roadmap for building successful strategic relationships to meet family offices’ needs.