A Health Savings Account (HSA) provides benefits to eligible individuals with opportunities to lower their out-of-pocket health care costs as well as their federal tax bill. Participating in a Health Savings Account program can provide eligible individuals with a tax break. Health Savings Account Benefits A Health Savings Account operates somewhat like a Flexible Spending […]
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Family offices are always at risk of cyber-attacks by malicious actors due to the nature of the wealth and sensitive information they typically manage. You may have recently learned how to keep your family office secure by implementing cybersecurity best practice measures we previously featured. Even if you have these measures in place, your family […]
Everyone is at risk for cyberattacks, but family offices are at a particularly high risk given the wealth they manage. There are many things you can do to keep both your family office and your wealth secure. Implementing cybersecurity measures is an essential component of the process. It is especially important with so many people […]
Family Office Services manager, Sandra Repetti, offers insights into the factors you should consider in choosing a family office service provider and how to navigate the service and specialty options available, in this video.
It’s not uncommon for your health insurance company to request that you provide the Social Security Number for each of yourself, your spouse, and the children covered by your policy. The Affordable Care Act requires every provider of minimum essential coverage to report that coverage by filing an information return with the IRS and furnishing […]