FOX Webcast: Highlights from the 2021 Family Office Benchmarking Study - September 29, 2021

Overview

Wednesday, Sep 29, 2021 - 10:00am to 11:00am CDT


Please join us on Wednesday, September 29, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. 

Demonstrating the value of a family office is no small feat. The pressing priorities of an office often leave little room to fully grasp the impact of the work being done to fulfill the family’s vision. This 2021 FOX Family Office Study explored several key components of family office operations such as cost, governance structure, education, and risks and challenges. 

Join FOX’s Director of Insights and Research, Hilary Leav and Glen Johnson, FOX’s Chief Operating Officer, as they share the knowledge provided by over 100 family office executives on the elements driving success in a family office. They’ll also reveal best practices to assess and demonstrate the value of a family office.


Attendees will be able to:

• Identify the elements that drive success in a family office

• Implement best practices to assess the value of a family office

• Demonstrate the value of the family office to stakeholders

 

 

Please click on the Register button below to sign up for this webcast.

You may contact the Events Team with any questions at events@familyoffice.com

 

Field of Study: Specialized Knowledge - Up to 1 CPE credit can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.

Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based

 

Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

  • Agenda
  • Speaker(s)
10:00 am CT

Webcast Begins

   
 

Presentation: Highlights from the 2021 Family Office Benchmarking Study

   
11:00 am CT

Webcast Adjourns

 

 

FOX Presenters

Glen W. Johnson
Chief Operating Officer

Glen Johnson is Chief Operating Officer at Family Office Exchange (FOX). In this role, he is responsible for all aspects of the member experience, ensuring that each family member, family office executive, and trusted advisor has an unsurpassed experience partnering with FOX by providing unique industry knowledge and insights coupled with a safe and confidential environment where members can share best practices. In addition, Glen oversees the operations of FOX and is charged with establishing and executing systems to execute FOX’s strategic plan, promoting its vision and service-centric culture, and enabling the FOX team to work together to exceed our member’s expectations. 

Glen has over 30 years of experience working with family offices, business owners, and executives, first as an attorney and then as a wealth advisor, eventually founding Mirador Family Wealth Advisors – the multi-family office for Fifth Third Bank. He has worked with business owners and executives across all stages of their business life cycle including business succession.  Glen writes and speaks nationally focusing on family and business governance and the unique challenges faced during the sale and transition of closely held businesses.  

Glen earned a Bachelor of Sciences degree in Education from the University of Michigan in Ann Arbor, MI and a Juris Doctorate degree from Wayne State University Law School in Detroit, MI. 
 

Hilary Leav
Director, Insights & Research

Hilary Leav is the Director of Insights and Research for FOX. In her role, she oversees FOX’s efforts to effectively use data, analysis, and insights to support members and further industry understanding of the unique needs of family offices.

Hilary brings over ten years of research, evaluation, and analysis experience in leadership positions to her work at FOX. Her most recent work centers on building capacity for data usage and creating and sharing actionable information and insights that can drive strategy development, improve efficiency, and increase shared understanding of complex issues. Additionally, Hilary has extensive international experience and has previously worked in operations, strategy development, process improvement, and grants management in both non-profit and for-profit organizations.

Hilary holds her B.A. from the University of Michigan. She received her M.S. in Measurement and Evaluation from American University in Washington, D.C.