Developing a Long-Term View for the Family Wealth Strategy

November 2012

The goal of our latest FOX Thought Leaders Summit was to identify how families organize themselves for a longer-term perspective of their wealth and how they reinforce their goals with key advisors, ensuring alignment of views and proper accountability for outcomes. Key themes included:

  • Recognizing the importance of private capital
  • Building a long-term family wealth strategy
  • Identifying critical behaviors desired for long-term investment success
  • Investment objectives,decision-making structures, and benchmarking processes
  • Designing incentive structures to support long-term investment thinking
The summit summary addresses these topics and provides a framework for establishing clear objectives for decision making, oversight, goals setting and the communications process within the family enterprise as part of the strategic planning process.

This document is available to FOX Members only.