by The Raffles Consulting Services Editorial Team | Sep 12, 2026 | Family Office and UHNW Advisory
Raffles Consulting ServicesSFO first-year board reporting packAn SFO first-year board reporting pack should connect family decisions, investment evidence, tax-incentive conditions, operations and exceptions. An SFO first-year board reporting pack should show whether...
by The Raffles Consulting Services Editorial Team | Sep 11, 2026 | Family Office and UHNW Advisory
Raffles Consulting ServicesSFO physical investment precious metals policy reviewAn SFO precious-metals allocation needs custody, valuation, authority and tax-incentive controls even after removal of the former 5 per cent cap. An SFO physical investment precious metals...
by The Raffles Consulting Services Editorial Team | Sep 9, 2026 | Family Office and UHNW Advisory
Raffles Consulting ServicesFamily office passkeys and privileged account controlsFamily office passkeys can reduce password risk, but privileged accounts still need inventory, recovery, device, approval and session controls. Family office passkeys can reduce exposure...
by The Raffles Consulting Services Editorial Team | Sep 8, 2026 | Family Office and UHNW Advisory
Raffles Consulting ServicesFamily office agentic AI approval and data controlsFamily office agentic AI controls should limit data access, require approval for high-impact actions and preserve a reviewable activity trail. Family office agentic AI controls should be set...
by The Raffles Consulting Services Editorial Team | Sep 7, 2026 | Family Office and UHNW Advisory
Raffles Consulting ServicesFamily office ransomware recovery and backup testA family office ransomware recovery test should prove that clean backups, privileged access and decision records work under pressure. A family office ransomware recovery plan is credible only...
by The Raffles Consulting Services Editorial Team | Sep 6, 2026 | Family Office and UHNW Advisory
Raffles Consulting ServicesSFO first-year investment professional hiring from August 2026New SFO incentive awards may phase part of the investment professional headcount, but must complete hiring within the first basis period. SFO investment professional hiring rules...
