Family Office Best Practices

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Family Office Regulatory Update
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Regulatory change is in the air. With the Corporate Transparency Act, post Archegos crackdown, and a congressional focus on tax revenues, family offices are in the center of critical regulatory conversations. What are the implications to existing and future family structures, privacy, and reporting? What is being done in Washington DC to bring an industry voice and balanced perspective? FOX brings together a panel of experts to explore the implications and potential scenarios for family office executives and key advisors to consider in their planning.

FOX Complexity Study: Results and Interpretation
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FOX recently completed a new study on Complexity and Value. The study centers on the complexity that is reflected in a family’s size, structure and planning, and how that in-turn drives complexity and cost in the office. The study also reveals how the office provides value to the family in managing inherent complexity, mitigating risks, and leveraging opportunities. Attendees got the chance to review and discuss the findings, learned how to interpret their own office results, and explored how to use the study for the benefit of the family and the office.

Key Considerations When Creating a Family Office
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A family office is more than a cost-effective solution to managing great wealth. When done properly, it provides customized services and support that fosters a shared experience of wealth stewardship. Establishing a family office should be approached the same way as creating any other successful business: start with a good plan.

Do I Need a Multi-Family Office?
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Ever wonder if a multi-family office is right for you? In this podcast episode, Tolleson Wealth Management's President Richard Joyner answers that question. He also shares the trends he sees in the family office space.

How to Prioritize Diversity in Your Organization
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Hear what fellow FOX members are doing to make diversity a priority in their firm. No matter what size budget, attendees will walk away with concrete examples of how to implement and execute impactful diversity initiatives.Kelly Lora Ewart, Vice President of Strategic Relationships, PURE InsuranceLucy K. Park, Partner, Perkins CoieHaley M. Rives, CFA, Director, Asset Consulting GroupModerated by Carin Ojala, Director of Recruiting + Professional Development, Warner Norcross + Judd LLP

Navigating Challenging Family Dynamics
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Are you struggling to serve clients with complicated governance and education needs? FOX’s Chief Learning Officer, Mindy Earley, and FOX Family Learning and Leadership Consultant, Jeff Strese, will lead a conversation on how to successfully manage difficult client dynamics. Jeff Strese, Family Learning and Leadership Consultant, FOXModerated by Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX Family Learning CenterTM, FOX

The Future of the Family and the Family Office
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We can’t explore the future of the family office without first exploring the future of the family in a post-pandemic world. The next decade will increase the complexity enterprise families face and offer family offices new opportunities and challenges. And, as those enterprises grow more complex, the family office becomes more important to every family member—forcing them to be more strategic, more integrated, and more professional.

The Future of Family Office Reporting
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While there are many items family offices should look for in technology solutions, one vital component is reporting capabilities. For family offices considering a move to Sage Intacct, there are five reporting advantages you can count on to help deliver the data and transparency that are important to the family members.