Family Office Practices

David Toth, Managing Director, Family Office Exchange

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Family Office Practices, a chapter from the 2018 members-only publication FOX Foresight, highlights the key challenges that families are working on, including the scope and cost of services, the value of family learning, the role of governing boards, as well as the role of trustees. 

This chapter summarizes what we have been learning from the FOX community and our subject matter experts over the last year.