Family Office

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Compensation Committee Priorities for 2023
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The importance of talent continues to be a factor in driving an organization’s success. As a result, many compensation committees have expanded their roles and responsibilities beyond executive and board compensation into increased human capital and social issues impacting the organization. This requires staying abreast of compensation trends, enhancing the human capital experience, and providing frequent and transparent communications and reporting.

The Great Advantage: Outsourcing
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If your family office is like many small- and mid-sized organizations, you could use additional help but assume it’s costly to go the outsourcing route. In reality, what is high-cost and high-commitment is hiring more in-house staff. A more cost-effective, and infinitely more flexible and valuable option is outsourcing your back-office needs to a trusted, vetted third-party provider. When getting outside help, there are five things you can expect.

Protecting Family Office Assets
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Family offices are like wealth management businesses, and like any business, there is a need to be governed and managed with a prudent and practical set of processes that steward the family wealth for multiple generations. Taking an “Investment Operational Risk Management” approach, an overview of ten key areas is provided to help your family office reduce the exposure to various risks that could jeopardize the long-term sustainability of the family wealth.

2023 FOX Foresight
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FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors. 2023 FOX Foresight is presented in 8 chapters:

2023 Employee Benefits Market Outlook
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As businesses look to grow and thrive, they will face tough choices between balancing budgets and addressing the employee benefits outlook. With a focus on ways to reduce the impact of cost-driving issues, this Employee Benefits Market Outlook report provides insights and actionable solutions employers can use to address the rise of healthcare costs, leave management challenges, emerging genetic therapies, and other benefits challenges.

The Emergence of B Corps: Positioning the Family Office to Achieve Impact | 2022 FOX Family Forum
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Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corps status, why it matters, and how yours can too. Philippe Mauchard, Venture Partner and Former Chief Investment Officer, SPDG Ventures Peter Moustakerski, CEO, FOX

How to Achieve Family Continuity Through Competency Discovery | 2022 FOX Family Forum
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Role definition and preparation is a common challenge for families looking to integrate rising family members into the enterprise. Solving this challenge leads to higher rising gen participation and increased in-law engagement within the family. Using competency-based assessments, families can predict the success of family members in specific roles within the enterprise. Join this session to learn how to shift from forced succession to agreed-upon continuity by embracing the natural behaviors and strengths of family members at all ages.

A Positive Approach to Prepare Families for Change and Growth | 2022 FOX Family Forum
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Oftentimes, families struggle with a sense of fear and lack the clarity needed to address complexities of navigating change and growth. In this session, participants will learn an easy-to-implement framework on how to develop a greater sense of positive influence within the family system. Through an experiential learning process, you will gain confidence and practical tools that are rooted in a positive, strengths-based approach. Speakers will challenge the perspective of "what do we want to prevent?" and replace it with, “how do we want to grow?"