Today’s young adult family clients – specifically those who identify as Millennials or Gen Y – are bringing a distinct set of preferences and sensibilities to their relationships with their most tr
From governance concerns to family office costs, this report is designed to help family office executives and board members evaluate the office’s performance relative to 116 family office peers.
Aligning investment strategies and anticipated investment returns with trust distribution policies is both an art and a science.
With all of the news about foreign state intrusions into U.S. systems, it’s easy to forget that there are other risks.
While art can imbue an otherworldly experience, there are real world issues to be addressed when collecting art to ensure its protection and survival for future generations. Join this webinar to
This overview of the 2012 FOX Family Office Benchmarking™ Board Report is a tool designed to aid family office board members and executives in reviewing their organization’s performance.
One of the most important roles of a family office is that of family risk manager. There are many risks facing wealthy families and family offices should establish and maintain an effective risk