Human Capital
Overview
From rethinking compensation and benefits to workplace culture and aligning talent development plans with the needs of enterprise families, human resource leaders are adapting to a changing environment. And while technology plays an active role, the "people side of business" is central and essential now and well into the future.
Curated Resources
For members of the FOX community, the curated resources here are part of the Human Capital Toolkit—which includes a brief overview and access link for each listed resource—that can be downloaded for future reference and further review with your family members and trusted advisors.
Compensation and Benefits
- FOX Compensation and Benefits Survey Member Brief 2024
- Developing an Effective Total Compensation Program
- Outlook 2025: Employee Benefits
- Compensation Planning Guide 2025
- Employee Benefits Market Outlook 2025
- Compensation Committee Priorities 2024: Navigating the Latest Compensation Trends
- Life Cycle of a Family-Owned Business and the Impact on Structuring CEO Pay
- Executive Compensation: Equity Compensation Continuum
- The 2023 Global Family Office Compensation Benchmark Report
- Developing Long- and Short-Term Incentive Plans for Family Offices (webcast replay)
HR Policies and Procedures
- AI an Essential Part of Any HR Toolkit
- Employee Vetting and Protection
- Employee Work from Home Guide and Telecommuting Policy
Performance Management
Recruiting and Retention
- Family Office Recruitment: Issues & Challenges
- Family Office Interview Questions
- Professionalizing the Family Office with Topnotch Talent (podcast)
- HR Leaders Double Down on Attraction, Retention
- Protect Your Family Office by Mitigating Deceptive and Fraudulent Behavior Among Job Applicants
- People as the Driving Force Behind Family Office Operational Excellence
- The Talent Trifecta: Recruiting and Retaining the Right Single Family Office Employees
- The Talent Problem, Revisited
- Recruiting, Engaging & Retaining Talent in a World in Flux (webcast replay)
Diversity, Equity, and Inclusion
Training and Development
- Strategies for Developing Early Career Professionals (webcast replay)
- Human Capital Strategies for Growth: Talent Development and Workforce Planning (webcast replay)
Workplace Culture
- Winning on the People Side of Business
- Measure Employee Behavior, Not Just Sentiment to Drive Successful Transformation
- Burnout Turning Up the Heat on U.S. Companies
- The Complete Guide to Cultural Fit in Family Offices
- 6 Best Practices for Addressing Employee Mental Health Needs
- New Data, New Trends: What You Need to Know About Employee Engagement in 2023 (webcast replay)
- 5 Ways Managers are the Answer to Employee Engagement (webcast replay)
- How to Collaborate Effectively When Your Team is Remote
- Return on Culture: Providing the Connection Between Culture and Profit
- From Wellness to Peak Performance
Leadership Development
- Mastering High-Performance Leadership (podcast)
- Family Leadership Development (podcast)
Leadership Roles
Human Capital Tools, Templates, and Consulting
- FOX Member Templates, which include sample budget worksheets, family statement of financial mission, quarterly financial report templates, and other tools to provide guidance toward meeting your needs.
- E-Learning Courses that you can work through on your own or, if you’d prefer, set up a private version of the courses for your family and support team. Check out the Advisor Development 101 and Skill-Building for Conflict Resolution, Negotiation, and Listening.
- FOX Consulting is available for families seeking tailored advice and solutions for their family needs.
For more expert insights and guidance on other topics of interest, explore the full collection of Resource Toolkits.