Fostering effective communication and gaining consensus in the family governance and estate planning/execution is never an easy task. Whenever the complexities of a blended family are introduced into the dynamics, whether the family is blended by adding in-laws to the governance system or through re-marriage, the scene is ripe for conflict if not proactively managed. David Herritt,...
Have you considered what it will take to recruit the next generation of leadership to lead your family office to success over the next 15-20 years? Successful recruitment and retention of your office’s most critical roles takes forward thinking, a considered approach, long-term planning, and a methodical process that is structured to identify the best talent. Linda Mack, Founder and...
Even the most sophisticated families and family offices find themselves challenged at one point or another by discerning what constitutes high quality advice, staying on top of best practices, and understanding when and how State of the Art providers deliver superior value.
At the 2013 FOX Thought Leaders Council Summit, industry leading advisors and sophisticated family office...
|Finding Investment Opportunities: The Year of the Alligator, Contrarian Opportunities in 2014||Feb 26 2014|
|Strangers in Paradise: How Families Adapt to Wealth Across Generations||Feb 12 2014|
|2014 Estate Planning Update||Jan 28 2014|
|Philanthropy – Let’s Talk About It||Jan 22 2014|
|2014 Investment Outlook – The Key Themes of the New Year||Dec 04 2013|
|Money and the Next Generation: How Thought Leader Families Raise Financially Fit Kids||Nov 20 2013|
|Cloud Computing for Family Offices||Nov 13 2013|
|Increasing the Probability of Successful Family Business Transitions||Oct 23 2013|
|Aligning Investment & Trust Distribution Policy: Meeting Fiduciary Duty in a Total Return World||Oct 02 2013|
|Talent Planning’s Impact on SFO/MFO Continuity & Growth||Sep 25 2013|
|Family and Wealth Sustainability, The Five Step Process to Healthy Family Governance||Sep 11 2013|
|Health Care Reform – Employer Mandate Delay: What’s changed, how is my organization affected and what’s next?||Aug 07 2013|
|Technology in the Family Office: 2013 FOX Family Office Benchmarking||Jul 24 2013|
|Is a Family Business Advisory Board Right For You?||Jul 10 2013|
|You Control Your Own Destiny: Transitioning to Living Off a Portfolio||Jun 26 2013|
|Emerging Trend: Standards for Managing Life Insurance as an Asset||May 15 2013|
|Educating Families: Preparing for a Successful Future||Apr 25 2013|
|How to Evaluate the Performance of Your Family Office||Apr 18 2013|
|Cyber Security: Reducing Your Risk Profile||Apr 17 2013|
|One Family's Leadership Succession Journey: Honoring the Past, Creating the Future||Apr 09 2013|
|Evaluating and Selecting Your Wealth Advisors||Apr 04 2013|
|An Inside Look at Global Private Investors and Their Investment Processes||Apr 03 2013|
|Technology and Reporting: Challenges and Options for Family Offices||Mar 20 2013|
|Setting Goals: The Roles and Responsibilities of the Family Office||Mar 06 2013|
|Considering a Change?: Insight on Bank Custody and Agreements||Feb 13 2013|