Family Office Best Practices

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Turn Your Family Office into a Family Bank
Bank of America Private Bank
When a family member requires financial assistance to meet distinct goals, turning to the family office as a family bank can be an effective borrowing vehicle that offers both flexibility and
Compensation Committee Priorities for 2023
BDO
The importance of talent continues to be a factor in driving an organization’s success. As a result, many compensation committees have expanded their roles and responsibilities beyond executive
The Great Advantage: Outsourcing
Rehmann
If your family office is like many small- and mid-sized organizations, you could use additional help but assume it’s costly to go the outsourcing route. In reality, what is high-cost and high-
2023 FOX Foresight - From Uncertainty to Impact: Navigating the Future
FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our
2023 FOX Foresight - Fireside Chat with Ray Dalio
FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our
Protecting Family Office Assets
HighView Asset Management
Family offices are like wealth management businesses, and like any business, there is a need to be governed and managed with a prudent and practical set of processes that steward the family wealth
Digital Executive Protection
360 Privacy
Trinity Davis and Tom Aldrich discuss digital executive protection and how to navigate the digital space in today's every changing landscape. 
FOX Public Webcast: A New Era in Family Wealth: The Rise of Human Capital
We are entering a New Era in Family Wealth. The New Era represents a distinct shift in families’ needs and priorities. Family wealth has long been defined mostly in financial terms, which led to
The Rise of Business Email Compromise and How to Combat It
BPM
Since 2022, there has been a significant increase in cyberattack attempts targeting email accounts. Taking a closer look, BPM’s Cybersecurity Assessment Partner, David Trepp, explains how
2023 FOX Foresight
FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our members