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, 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

Wednesday, June 25, 2014
Recruiting the right talent in a family office is widely known to be one of the most challenging and important initiatives a family can face.
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.

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