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, November 18, 2015

Are you doing everything you can to attract and retain quality talent? Is your compensation plan competitive?

Wednesday, November 18, 2015

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?

Wednesday, October 14, 2015
Great companies are made of great people. Yet all too often we read about—or experience—the negative impact of a bad hire. Money, productivity, client success and staff morale can all suffer.
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, June 17, 2015
Selecting the appropriate accounting software is one of the most challenging IT decisions for a firm.
Wednesday, April 22, 2015

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.

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.

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