The FOX Family Office Design Workshop covers basic principles of a well-run family office and provides tools and techniques to professionalize the office. Come and learn the basics or get a refresher on how to improve operations and take your office, or the one you are planning, to the next level. With nearly 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
- Review the range of services that can be provided by a family office
- Explore the talent and team structure needed to run an office
- Gain insights into operational challenges and technology solutions
- Learn about the cost of the office and total wealth management, plus what drives complexity
- Identify methods for oversight of the family office and measuring performance of the office
Workshop at a Glance
The workshop includes FOX proprietary concepts and practical solutions as well as incorporates new data from our 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 executives, family members considering starting a family office, or individuals looking to improve operations of an early-stage family office.
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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: Live Program
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.