Measuring Family Office Success and Setting New Family Priorities | 2025 FOX Family Forum

Overview

This session will explore the transformation of an investment office into a fully integrated family office over the past decade. Attendees will gain insights into how progress is measured through ten key performance metrics developed over the years, supported by real data and analysis. The session will also highlight a compelling case study of a multi-generational investment in Ballyfin, a meticulously restored 200-year-old estate turned Michelin-starred resort in Ireland—demonstrating the intersection of legacy, vision, and precision in long-term family investments.

Matthew Giddings, President, KF Partners Family Office, Krehbiel Family, Chicago
Jay Krehbiel, Family Board Chair, Krehbiel Family, Chicago
Sara Hamilton, Founder and Family Advisor, FOX