Best in class family office operations

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.

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.

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.

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.