The State of the Art in Family Wealth Management is a great resource for those who need to better understand what it means to be an “enterprise family” and understand how to work within a Family Enterprise Framework. Inside you’ll find the big picture view of the work that families need to be prepared to do, where families need to focus their efforts, and how families and advisors must work together.
Recommended for: Family members, family office executives, multi-family office staff, wealth advisors
FOX understands the common challenges facing multi-family offices, wealth advisors, and their clients and through extensive research has identified the characteristics of profitable, sustainable wealth management companies. The most critical of these characteristics fall into the following operational areas: strategy and metrics, pricing and profitability, client selection, service scope and delivery, marketing and sales, and staffing and operations.
This is the report of findings of the 2014 FOX Multi-Family Office and Wealth Advisor Benchmarking Study. The report is only available to firms that participated in the 2014 study.
Amy Hart Clyne identified five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the fa
Today’s young adult family clients – specifically those who identify as Millennials or Gen Y – are bringing a distinct set of preferences and sensibilities to their relationships with their most tr
Developing great family leaders is a process, not an event. Leadership success is often measured by knowledge, skills and abilities coming together at critical times.
Given the statistical likelihood that many FOX participants are related to or work with someone with a behavioral health issue, this webinar broaches a difficult but real topic that is encountered