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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.

Middle aged woman sitting at a table using her laptop computer.Plante Moran’s Mark Blumenthal, Jack Kristan, Joe Oleksak, and Dennis Bagley participated in a Family Office Exchange (FOX) webinar, “Best practices for family offices working in a remote environment.” The webinar highlights the challenges faced by family offices working in a remote environment and the evolving landscape of family office. They shared several case studies and their insights and best practices relating to risk mitigation, cybersecurity, internal controls, operations best practices, and the changing landscape for software and systems to support the remote work environment.

Speakers:

  • Mark Blumenthal, partner, National Leader of Plante Moran family office services group with a focus on family office formation, operational consulting, transactions, and tax planning.
  • Jack Kristan, partner, member of Plante Moran family office services group with a focus on risk assessments, internal control, and operational issues.
  • Joe Oleksak, partner, member of Plante Moran family office services group with a focus on cybersecurity.
  • Dennis Bagley, partner, member of Plante Moran family office services group with a focus on technology initiatives, process consulting, project assurance, IT strategy, and technology selections.

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