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How Family Offices Navigate Disruption

Leading practices to prepare for natural disasters or other crises.

In mid-March, when more than 40 U.S. states issued stay-at-home orders due to the COVID-19 pandemic, family offices found their crisis management plans subjected to an impromptu stress test. Family offices either passed the test with relative ease, shifting to virtual working arrangements and taking steps to protect key assets, or they struggled to make the transition.

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