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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Family Office Exchange
Monday, March 24, 2014

Business owning families face the simultaneous challenges of running a business while planning for the future of the family and the management of family capital.

Thursday, November 21, 2013

The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer.

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.
Jane Flanagan
Monday, July 15, 2013

In this second report from our 2013 FOX Family Office Benchmarking™ series, family office executives report that truly integrated, flexible and affordable softwa

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.

Family Office Exchange
Thursday, July 12, 2012

Financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make fully informed decisions about their future.

Family Office Exchange
Monday, May 7, 2012

FOX Insights contains condensed versions of some of the best and most popular research and presentations offered by FOX during the past year. If you can only afford to read one FOX publication this year, FOX Insights is an excellent choice.

Family Office Exchange
Monday, January 16, 2012

This report is an overview of the  2011 Family Office Exchange Global BenchmarkingTM Survey.

Family Office Exchange
Thursday, December 1, 2011

The number one driver of single family office costs is complexity, including the scope of services offered, size of the family, and entities served by the office.

Family Office Exchange
Saturday, October 1, 2011

Containing costs and motivating key employees is a difficult balancing act.

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