The State of the Art in Family Wealth Management is a great resource for those who need to better understand what it means to be an “enterprise family” and understand how to work within a Family Enterprise Framework. Inside you’ll find the big picture view of the work that families need to be prepared to do, where families need to focus their efforts, and how families and advisors must work together.
Recommended for: Family members, family office executives, multi-family office staff, wealth advisors
Successful total wealth management planning requires an integrated approach not only to managing a family’s investments, but also to determining how financial structures and holdings compliment other key aspects of wealth maintenance and succession such as tax and estate planning, insurance and even philanthropy. The wealth planning process should include clear, consistent communications to ensure alignment with long-term family goals and a strategic view of future risks and opportunities.
Family Office Exchange was retained by Family Enterprise USA (FEUSA) to administer their 2016 Family Business Survey.
This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective from 80 family offices on a wide range of topics including – Economic Outlook and Investment Oppor
As Impact Investing gains global momentum and acceptance as viable family oriented strategy, a key question needs to be addressed... Is Your Family Office Ready for Impact Investing?
As a global network of families, family offices and family wealth advisors, Family Office Exchange is at the center of conversation around issues of financial relevance that impact FOX Families.
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
This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective on a wide range of topics including – Economic Outlook, Investment Objectives and Time Horizon, Ass