Family Office

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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.

Family Office Best Practices for Selecting Enterprise Software: A Comprehensive Approach to a Critical Business Decision
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There’s no doubt that leveraging new technologies and cloud-based solutions offers family offices opportunities to innovate, lower spending, and align their overall technology strategy to current and future-state needs. But the selection and implementation process can be a challenge. Having a structured approach around it will be critical in ensuring a successful outcome.

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.

Boundaries That Matter: Managing Family Assets Outside the Family Business
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While successful businesses benefit from disciplined operations and strategic planning, the management of family wealth is often eclipsed by the needs of the business and improperly delegated to trusted business executives. Ostensibly practical, this approach of embedding the family office inside a business can result in a loss of critical long-term financial benefits as well as expose the family to unnecessary legal and privacy risks.

Cyber Attacks on Private Wealth Clients and Family Offices and Steps for Mitigating Your Risks
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Cybercriminals have migrated their attacks from larger businesses and hardened targets to private wealth clients and family offices, where the defenses are low or non-existent. In this webcast, hear from Dr. Chris Pierson, CEO of BLACKCLOAK, a Concierge Cybersecurity & Privacy Protection Platform that represents private wealth and family offices in their digital lives. Chris discusses the top five threats that are facing private wealth/family office clients, the controls or defenses that can mitigate these, and how to protect your privacy.