Your fellow FOX members have contributed these human capital tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.
Family Office
Resource Search
Your fellow FOX members have contributed these financial statements and reporting documents. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. For additional examples, see Financial Reporting in the Family Office: Elevating the Conversation and the Best Practices in Reporting Toolkit.
Your fellow FOX members have contributed these travel planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed.
Your fellow FOX members have contributed these human capital tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.
Your fellow FOX members have contributed these document management tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.
Your fellow FOX members have contributed these human capital tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.
Your fellow FOX members have contributed these technology operations and data security tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed.
The 2018 Family Office Compensation and Benefits Report is designed to aid family office board members and executives in their review of the office’s compensation plan. The report highlights the key areas of family office compensation and benefits while providing you with invaluable perspective on your office’s plan relative to your peers.
We are in a period of extraordinary wealth creation and accumulation that is driving the need for more family offices and expanding the breadth and depth of services that support the important work and collective well-being of the family. It's about the sustainability of the family office and preparing it for the long run. With the future of the family office in mind, see how you can build a best practice family office and evaluate your current office operations.
As the COVID-19 vaccine becomes a larger part of the national conversation, employers will need to assess and/or develop a vaccination policy and plan. Employer-driven vaccination programs require a thorough understanding of employment law, compliance, employee well-being and education. This e-book covers employment law considerations and explains the specific limitations that pertain to requiring employees to be vaccinated.