Family Office Best Practices


Special Teleconference on SEC Family Office Ruling
The SEC issued its final rule that defines family offices. The rule defines the requirements for a family office to be excluded from registration under the Investment Advisers Act of 1940. This rule
The Cost of Complexity: Understanding Family Office Costs
The cost of the family office is an important aspect in the long term sustainability of wealth, although it’s not always well understood by family members. This webinar makes a compelling case for
Making the Grade: Family Office Strategic Assessments
Families that thrive for multiple generations invest their time, talent and resources to ensure their family offices have thoughtful and flexible programs to be successful. When should families
Taking Care of Business: Case Examples of Separating Personal Wealth Management from the Family Business
Family Office Exchange
Many family businesses don’t realize that separating the family’s financial affairs from the management of their operating company is an essential and lawful best practice.  This report builds
Innovating to Survive and Thrive: Meeting the Challenge of Small Family Office Sustainability
Family Office Exchange
Amid rumors of the demise of the small family office, FOX examined the primary challenges these offices face. These challenges include the sustainability of the small family office and alternative
How Wealth Owners Measure Value: Evaluating the Performance of Your Wealth Advisor or Family Office
Many wealth owners are seeking tangible methods for measuring and evaluating the value of their family office and/or wealth advisor. What do wealth owners expect and what do they value?  How do
Illuminating Custody & Reporting: Why the Custodian You Choose is Fundamental to the Security and Organisation of Your Assets
Since the Autumn of 2008 many heads of family offices have focused their attention on the most basic aspects of financial arrangements. This is true of owner managers and professional CEOs alike.
How Wealth Owners Measure Value: Evaluating the Performance of Your Wealth Advisor or Family Office
Family Office Exchange
This landmark study provides insights and measurement tools that can help wealth owners assess the value they receive from their family office or outside wealth advisors.The study identifies 50 core
Your Greatest Financial Asset: Managing and Planning Your Family's Health Care
As health care becomes a larger percentage of overall costs for families, coupled with the increasing complexity and diversity of the system, your clients will look to you, their trusted advisors, to
Best Practices in Reporting
Family Office Exchange
Family office executives are always looking for ways to improve their financial reporting packages and their client relationships. This best practices document reflects the work of 20 members of the