This special version of our FOX Family Office Design Workshop was created specifically for business-owning families with embedded family offices (i.e., where services for the family are currently provided by employees of the business). The workshop will address whether it might make sense to separate the office from the business, and will review your options, including outsourcing services to a wealth advisor, setting up your own single family office, or somewhere in-between. It covers the basic principles of designing a well-run family office that matches the values and goals of the family. With over 30 years of collective intelligence, FOX will share best practices regarding what steps to take, when to take them, and how to avoid costly mistakes and setbacks.
What to Expect
- Understand the critical dimensions of a family office
- Learn how a family office can support the family business, leverage its resources and when it may make sense to separate an embedded office from the business
- Explore your options and the pros and cons of multi family offices and single family offices
- Learn how an office can support the goals of the family
- Review the range of services that can be provided by a family office
- Explore the talent and team structure needed to run an office
- Review case studies and best practices
Workshop at a Glance
The workshop includes FOX proprietary concepts, practical solutions, and incorporates new data from our recent family office benchmarking survey. The program will be interactive, including presentations, case studies, discussion, and networking with your peers to share individual experiences.
Who Should Attend
Ideal for new family office and family business executives, family members considering starting a family office, individuals looking to improve operations of an early-stage family office, and others considering separating an embedded office from the business.
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Accessing the Event: This FOX Virtual Workshop will be delivered via an external conference platform. Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event. Please note that video content will be provided via Zoom.
REFUND POLICY: For event registrations, refunds of payments will be offered if the cancellation is made in writing to Family Office Exchange at firstname.lastname@example.org five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.
Field of Study: Finance - Up to TBD CPE credits 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.
Learning Objectives: TBD
Program Level: Overview | No prerequisites are required for any of the sessions. | 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.