The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer. The Guide documents the challenges faced by families who want to manage their wealth collectively for the long-term and opens the door to the inner workings of today’s family office. Using concrete examples and FOX Family Office Benchmarking™ data, it is an invaluable tool for families seeking to build a best practice family office or evaluate their current office operations....
Recommended for: Family Office Board Members, Family Office Clients and Family Office Employees
When a family opens a single family office, they quickly realize that it’s really another family business. The family office business plan must reflect the needs and goals of the family it serves. Business considerations such as ownership, design, staffing, metrics, governance, cost, scope and delivery of services, financial reporting, and regulatory matters all must be accounted for and carefully considered as part of the family office wealth management plan.
Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market is a great resource for those seeking to fortify their understanding of the client experience and
Are you doing everything you can to attract and retain quality talent? Is your compensation plan competitive?
The rapid changes in technology are all around us and the latest financial technology developments feature in the news daily. But what does it mean to the family office?
Is your compensation and benefits plan competitive? Are you doing everything you can to attract and retain qualified family office talent that you need?
Culture is a hot topic. It was the Merriam-Webster “Word of the Year” in 2014 and it’s particularly critical in family offices.
As the use and acceptance of Private Family Trust Companies (PFTCs) proliferates, there is renewed interest in their associated regulatory issues and challenges—especially in the Foreign Account T
What’s the key to ensuring a high-functioning organization? Getting the right people engaged in the right activities to have the most impact on your business and the families you serve.