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Advisors and Family Offices can achieve sustainable engagement and build advocacy with their clients/families by constructing a great client experience.

Aligning the advisory relationship with the family’s objectives is as much an art as a science. Many families don’t realize that a wide spectrum of advisory relationship structures exist, and that they have the ability to design and customize a relationship that best suits them. Where a family falls on the spectrum is most commonly driven by the family’s desired level of involvement and decision-making in various aspects of their investment program.

We live in disruptive times, and it’s all-too-easy for families, family office executives and business leaders to feel overwhelmed and under-prepared for confronting the unexpected changes inherent in our everyday lives.

As families, family offices and advisors focus on refining their 2016 investment strategy, this is a critical time of the year to reflect on where you are pursuant to your investment goals as well as to identify where you want to go in the year ahead.

Are you doing everything you can to attract and retain quality talent? Is your compensation plan competitive? Please join principal researcher, Jane Flanagan and Bruce Benesh, Partner Grant Thornton LLP to find out how your compensation plan compares to 118 of your peers who completed the 2015 FOX Family Office Compensation & Benefits Survey. From HR Practices to compensation and benefits, these survey findings will help you prepare for year-end employee reviews and evaluate your current plan.

The organizational structure of a Private Family Trust Company, or PFTC, has several roles that need to be filled.

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? Temple Fennell joined us for a candid and experience-based look into how you create and maintain stakeholder “Buy-In” BEFORE investing. The dialogue included such topics as:

Decision support software can empower professional investors to do more of what they're good at, and less of what they're not. Through behavioral finance, we can now identify patterns in the way a portfolio manager invests, and enable the distinction between luck and the various aspects of investment skill. In this Webinar we learned about how portfolio managers can use decision support software to improve upon their own investment patterns and distinguish between those patterns that are based in luck and those based in skill.

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. Charlie Grace, Managing Director of FOX facilitated a dialogue around current topics that have caught the attention of families throughout the world. Charlie was joined by W.

Real estate plays a large role in the accumulation of wealth. Often opportunities in the marketplace can be missed when the thought of large capital gains and recapture taxes loom.