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This presentation uses survey data and case studies to explore non-monetary incentives employed by single and multi-family offices including policies for paid time off and other benefits and perqs. Most single family offices are smaller organizations that employ 20 or fewer people. Their policies related to non-monetary incentives vary depending on the philosophy and preferences of their owners. Some offices have informal or unspoken agreements about time off and other benefits while others have formal policies that mirror those used in larger, corporate environments.

Compensation and benefits often represent more than 50% of expenses for multifamily offices and wealth advisor firms. In this presentation from the 2009 FOX Wealth Advisor Forum, you will learn the best ways that firms can source talent and structure short and long-term compensation to ensure staff continuity and firm profitability.

In this 2009 FOX Wealth Advisor Forum presentation, hear from an accomplished branding and marketing expert who will discuss insights from his quantitative analysis of high-net-worth and ultra-high-net-worth behaviors. Dr. Taylor will address the way that the economic downturn and market volatility are affecting the investment strategies of ultra-wealthy individuals, and the potential of a widespread “flight from risk.” Dr.