Selecting Qualified Advisors

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Wednesday, January 21, 2015
It has often been said that one of the keys to success is surrounding yourself with smart, talented people who have your best interests in mind.
Family Office Exchange
Wednesday, January 15, 2014

This white paper helps families understand the complexity of their wealth management goals and needs.

Wednesday, September 5, 2012

Selecting a wealth advisor may feel like an overwhelming and intimidating task and some families will postpone taking action or make a hasty and uninformed decision. Where do you begin? What should you be concerned about? In this program, you will gain an understanding of best practices in the wealth advisor selection process, questions to ask and things to consider while performing due diligence. Members of the FOX consulting team, Karen Neal and Charlie Grace, will examine how to choose the most applicable business and service model, negotiate terms and fees and explore six areas for evaluating firms. Real case examples and stories will be highlighted to illustrate best practices pertaining to selecting a wealth advisor, with an overview of the new FOX Directory of Leading Wealth Advisors

Wednesday, May 9, 2012

With escalating family office costs, increasing complexity of the investment markets, and SEC regulatory changes, families are taking a more thoughtful approach to their investment function and co

Friday, October 29, 2010

Since the Autumn of 2008 many heads of family offices have focused their attention on the most basic aspects of financial arrangements. This is true of owner managers and professional CEOs alike.

Family Office Exchange
Monday, November 3, 2008

Selecting the right organization as a partner in the management and oversight of a family enterprise is one of the most important decisions a family will make.

Family Office Exchange
Thursday, September 1, 2005

Many entrepreneurs who enjoyed the challenge of building a family business face the decision to sell the business with mixed feelings and a certain amount of trepidation.

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