Family Office Best Practices

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Building a Cohesive Team of Employees
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Building and sustaining a team of responsive, compatible employees is one of the keys to a successful family office. In the sports world, professional team managers use a variety of diagnostic tools to enhance their team-building techniques. In the family office, managers can use similar diagnostic tools to gain valuable insights into how groups of employees are likely to work together.

Family Office

We are in a period of extraordinary wealth creation and accumulation that is driving the need for more family offices and expanding the breadth and depth of services that support the important work and collective well-being of the family. It's about the sustainability of the family office and preparing it for the long run. With the future of the family office in mind, see how you can build a best practice family office and evaluate your current office operations.

2018 FOX Family Office Compensation and Benefits Report: Key Findings

The 2018 Family Office Compensation and Benefits Report is designed to aid family office board members and executives in their review of the office’s compensation plan. The report highlights the key areas of family office compensation and benefits while providing you with invaluable perspective on your office’s plan relative to your peers.

Corporate and Legal Documents

Your fellow FOX members have contributed these sample corporate and legal planning documents and tools. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed.

Family Office Governance and Services

Your fellow FOX members have contributed these sample family office service and management agreements. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.

Personal Security and Safety

Your fellow FOX members have contributed these personal security and safety planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.

Human Capital - Employee Relations

Your fellow FOX members have contributed these human capital tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.

Financial Reporting and Procedures

Your fellow FOX members have contributed these financial statements and reporting documents. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. For additional examples, see Financial Reporting in the Family Office: Elevating the Conversation and the Best Practices in Reporting Toolkit.

Travel Policy, Security, and Guidelines

Your fellow FOX members have contributed these travel planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed.