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Best in class family office operations

A man and woman looking out their window into the yard.
5 min read
The new family office 5.0 model: A flexible solution for the evolution of the family business

While the goals of most family offices remain constant, family office operating models are continually evolving. Learn how current trends and new technologies are giving families unprecedented flexibility when selecting the right family office structure.

Mark Blumenthal
White Paper January 22, 2021 5 min read
Businesswoman sitting at her office desk using an office phone.
5 min read
Family office best practices for selecting enterprise software

New family office enterprise software can improve operations and advance strategic goals. Cloud-based solutions offer new options, but many family offices struggle with selection and implementation. A structured approach is critical. Our experts explain.

Jack Kristan
White Paper April 26, 2021 5 min read
Middle aged woman sitting at a table using her laptop computer.
60 min watch
Best practices for family offices working in a remote environment

Concerned about the future of working remotely? Our family office experts joined the Family Office Exchange for a webinar to weigh in on a few best practices and how to excel in this new normal.

Mark Blumenthal
Webinar June 17, 2020 60 min watch
Businessman in a suit sitting at a table reading through structuring transactions and tax planning guidance.
66 min watch
Structuring transactions and tax planning in difficult times

Recent developments of the CARES Act may impact the way transactions should be structured. Plante Moran partnered with Katten Muchin Rosenman LLP to deliver this presentation to IVCA members to help explain its implications. 

Mark Blumenthal
Webinar May 13, 2020 66 min watch

Deep dive: Best in class family office operations

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