Talent & Team Structure

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Wednesday, November 9, 2016
Single family offices are increasingly faced with the topic of succession whether triggered by an upcoming departure of a family office executive or a broader transition in generational family l
Wednesday, August 19, 2015

Culture is a hot topic. It was the Merriam-Webster “Word of the Year” in 2014 and it’s particularly critical in family offices.

Wednesday, December 10, 2014
When most people are asked why they work, the quick response is often, “For the money, of course!” While the natural inclination is to place emphasis on financial remuneration, the cash componen
Wednesday, September 17, 2014

Developing great family leaders is a process, not an event. Leadership success is often measured by knowledge, skills and abilities coming together at critical times.

Wednesday, June 25, 2014
Recruiting the right talent in a family office is widely known to be one of the most challenging and important initiatives a family can face.
Wednesday, March 26, 2014
  • Have you considered what it will take to recruit the next generation of leadership to lead your family office to success over the next 15-20 years?
Wednesday, September 25, 2013
As advisors, it is second nature to ensure that families have a transition plan in place for the future.
Family Office Exchange
Sunday, May 1, 2011

With input from a number of private wealth industry leaders, FOX outlines 75 key practices that have made a difference for successful wealth advisors and multi-family offices over time.

Wednesday, May 27, 2009

Compensation and benefits are the largest expenses for multi-family offices and wealth advisors, often representing over 50% of the firm’s expenses.

Wednesday, August 15, 2007

The wealth advisory industry is growing at an unprecedented rate as more and more registered investment advisors, financial institutions, and accounting and law firms are attracted by strong clien

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