One of the most highly valued services provided by FOX is our annual family office benchmarking study and associated reports that we provide to family offices. In this program you will learn why we conduct this study each year and the evolution of this initiative.
Charlie Grace and Karen D. Neal – Family Office Exchange
Wednesday, March 6, 2013
To be successful, the family office and the family itself must be aligned in their objectives with clear definition of roles for each. Join us for this webinar as we define roles and responsibilities of family offices and families and how to set corresponding goals.
Family systems are inherently complex. The seen and unseen patterns of power, control, communication, love, risk-taking, money and trust are just a few of the dynamics that can become unconscious drivers through which families organize themselves and their actions across generations.
Helping clients achieve important life goals by integrating the full range of their planning and financial needs is enormously complex, often requiring the efforts of numerous, highly skilled individuals working in concert.
This report is an overview of the 2011 Family Office Exchange Global BenchmarkingTM Survey. FOX traditionally conducts this survey every third year and participation is strictly limited to family offices and wealth-owning families.
Benefits are a perennial concern for FOX members, but increasing medical costs have caused many offices to revisit their plans and look for perspective when it comes to their cost. As a result, in August of 2011, FOX distributed a survey drafted by council members to the broader council group.
This study is written for the small office executive or wealth owner running an office with seven or fewer employees who wants to better understand their office's performance relative to others of similar size. It provides: