Single Family Office Business

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.

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Wednesday, August 19, 2015

Culture is a hot topic. It was the Merriam-Webster “Word of the Year” in 2014 and it’s particularly critical in family offices.

Wednesday, August 12, 2015

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

Wednesday, July 8, 2015
According to Socialnomics, more than 58 million Americans use social networking sites several times per day.
Wednesday, March 25, 2015
One of the top issues identified by FOX members…family office executives, family members and advisors…is managing data security.
Wednesday, March 11, 2015
While no one really knows what the future will bring, global research data can provide a perspective on what may become reality.
Wednesday, January 28, 2015
Tom Abendroth and Jim Steffel joined us to review 2014 estate planning.
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, September 17, 2014

Developing great family leaders is a process, not an event. Leadership success is often measured by knowledge, skills and abilities coming together at critical times.

Wednesday, August 20, 2014
One of the benefits of forming a regulated Private Family Trust Company is that it formalizes family governance.
Wednesday, July 9, 2014

Given the statistical likelihood that many FOX participants are related to or work with someone with a behavioral health issue, this webinar broaches a difficult but real topic that is encountered


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