Family Office

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Retaining Talented Employees to Enhance Productivity
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The key to any successfully operated wealth management organization depends on having the right talent in the right role. This 2010 FOX Fall Forum session includes a discussion of findings from recent FOX research that focuses on critical talent issues, such as recruiting, compensation and team structure. In addition, a family office executive will present findings from her own employee satisfaction survey and discuss how the information has been helpful in identifying what motivates her employees.

The Outsourced CIO Model
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The author explores the advantages and disadvantages of the outsourced CIO model relative to non-discretionary models and suggests how investors might think about choosing between the two models.

Giving and Getting the Most from the Family You Serve
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Examining the impact of their behavior on the family client gives family office professionals insight into how to enhance their relationship with the family; it also highlights some of the ways in which their behavior may lead to unintended consequences.

Regulatory Changes and Their Impact on Long-Term Planning for the Family and the Family Office
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Two leading tax and legal advisors provide a global perspective on pending changes in regulation in many countries. They identify strategies for consideration based on alternative scenarios that may occur across jurisdictions and the impact this has on planning for the financial family and the private family enterprise. This presentation was originally given at the 2010 FOX Global Family Forum.

The Impact of 2a-7 Changes on Money Markets
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Due to new money market regulations and other structural changes in the cash markets, institutional and retail investors are reviewing their short-term investment options and liquidity needs. This paper provides an overview of money market funds, the recent changes in 2a-7 money market regulations, and our view of the impact on money markets.

Before You Hire: Legal Basics and Private Staffing
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Families who employ private staff are wise to conduct periodic audits and adjustments of their hiring processes, says a new paper from Mahler Private Staffing. A close examination of hiring protocols may reveal gaps that should be closed to protect employers and employees as well as to optimize the search process.

Keeping Up with Investment Management Issues
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The Wall Street Reform and Consumer Protection Act, signed by President Obama, includes a number of provisions that will have a significant impact on domestic and non-U.S. fund managers and investment advisers.

Ensuring Personal Security in a New Decade
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In an age of increased travel, easy access to information and global economic instability, personal security is a major concern for all wealth-owning families. In this 2010 FOX Financial Executives Forum presentation, a family office executive shares her experience in coordinating a security audit with a professional risk consultant to determine areas of family vulnerability, outline potential risk mitigation strategies and establish a process for evaluating potential security threats on an ongoing basis.

Best Practice Reporting
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Family office executives are always looking for ways to improve their financial reporting packages and their client relationships. In response to member requests, FOX organized a Best Practice Reporting Workshop in April 2010. Twenty members of FOX’s Financial Executives Network gathered in Chicago to learn about how one’s learning style impacts the creation and delivery of financial information and to develop a “best in class” reporting package.