Process Management & Operations

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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.
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, 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

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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