Networks - Human Capital

Kristin Keffeler, MSM – Kinetic Enterprise, LLCJamie Traeger-Muney, PhD – Wealth Legacy Group, LLC 
Wednesday, June 13, 2012

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.  

Family Office Exchange
Monday, May 7, 2012

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.

Linda Mack – Mack InternationalPatricia Hale Botoff – Grant Thornton
Wednesday, March 28, 2012

Compensation cost is a significant expense for family offices, accounting for approximately 60% of a family office budget.

Family Office Exchange
Monday, January 16, 2012

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.

Family Office Exchange
Thursday, September 1, 2011

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.

Greg Robinson – ChallengeQuest, LLC
Wednesday, June 25, 2008

Collaboration is necessary to both business and family success in the 21st century.

Family Office Exchange
Saturday, January 1, 2011

Amid rumors of the demise of the small family office, FOX examined the primary challenges these offices face.

Family Office Exchange
Monday, February 1, 2010

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:

Family Office Exchange
Sunday, May 1, 2011

With input from a number of private wealth industry leaders, FOX outlines 75 key practices that have made a difference for successful wealth advisors and multi-family offices over time.

Family Office Exchange
Saturday, October 1, 2011

Containing costs and motivating key employees is a difficult balancing act. Keeping employees motivated can be especially challenging when family office executives are unable to offer the level of bonuses and pay increases that were the standard prior to the recession.