Family Office Best Practices


Working Together for Common Purpose: The First National Study of Family Philanthropy Through the Family Office
National Center for Family Philanthropy in collaboration with FOX and Threshold Group
This first national study explores the topic of family philanthropy through the family office including opportunities and challenges, perspectives and experiences of practitioners and family members
Recasting Financial Reports: Innovations in Family Office Reporting
Effective financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make knowledgeable decisions about their future.  View this webinar to
Financial Reporting in the Family Office: Elevating the Conversation
Family Office Exchange
Financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make fully informed decisions about their future. However, creating meaningful reports
FOX Insights: New Thinking in Family Wealth
Family Office Exchange
FOX Insights contains condensed versions of some of the best and most popular research and presentations offered by FOX during the past year. If you can only afford to read one FOX publication this
Family Offices and Compensation: Evolution of the Dynamic Duo
Compensation cost is a significant expense for family offices, accounting for approximately 60% of a family office budget. It is critical to the success of a family office to not only hire the right
Commodity Futures Trading Commission Teleconference
On February 9, 2012, the Commodity Futures Trading Commission (“CFTC”) issued final rules eliminating a number of exclusions and exemptions relied on by commodity pool operators and commodity trading
2012 Estate Planning Update
Participate in this year’s estate planning update. This webinar is one of the most highly attended programs every year. Our speaker will share insights on recent legislative and regulatory
Effective Continuity Planning: The Life Blood of Sustaining Families
The key to effective continuity planning is, first and foremost, the family's understanding and commitment to the process and secondly, the integrity and design of family governance structures which
Highlights from the FOX Global Family Office Study 2011
Family Office Exchange
This report is an overview of the  2011 Family Office Exchange Global BenchmarkingTM Survey. FOX traditionally conducts this survey every third year and participation is strictly limited to
Getting the Job Done: Services in the Family Office
Providing wealth management services via a single family office takes on many forms from investment oversight to educating the next generation. On this webinar, FOX consultants discuss evaluating