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
In this fifth survey of investor attitudes and behaviors since the advent of the financial crisis in 2008, FOX finds that families are feeling more confident about their investments and the economy but seem to be adjusting their investment philosophy and asset allocation to ensure greater liquidity.
This study is written for the small office executive or wealth owner running an office with seven or fewer employees who wants to better understand their office's performance relative to others of
Join us for an inside look at ultra-high-net worth global investors and the processes they employ to make investment decisions and oversee their portfolios.
Custody of assets is a serious issue for investors and raises many considerations besides the safekeeping of assets.
With escalating family office costs, increasing complexity of the investment markets, and SEC regulatory changes, families are taking a more thoughtful approach to their investment function and co
Like any industry, the family office market continuously evolves in response to external environmental factors and the changing needs and demands of clients.