Process Management & Operations

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Monday, October 6, 2014

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.

Wednesday, May 14, 2014
Now that the final regulations are out on the Affordable Care Act’s employer responsibility requirement, employers have a lot of decisions to make about how to implement these requirements.
Thursday, October 3, 2013
Compensation and benefits are consistently the largest line items in every family office budget, and the people on your team have the greatest impact on your overall success.
Wednesday, October 2, 2013

Aligning investment strategies and anticipated investment returns with trust distribution policies is both an art and a science.

Wednesday, April 17, 2013

With all of the news about foreign state intrusions into U.S. systems, it’s easy to forget that there are other risks.

Wednesday, January 9, 2013

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

Sunday, December 9, 2012

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.

Wednesday, November 28, 2012

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

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