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 firstname.lastname@example.org
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 email@example.com. For more information regarding administrative policies please contact FOX office at: 312.327.1200.