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Family systems are inherently complex. The seen and unseen patterns of power, control, communication, love, risk-taking, money and trust are just a few of the dynamics that can become unconscious drivers through which families organize themselves and their actions across generations. Join us to gain an understanding of how family dynamics imp...

Selecting a wealth advisor may feel like an overwhelming and intimidating task and some families will postpone taking action or make a hasty and uninformed decision. Where do you begin? What should you be concerned about? In this program, you will gain an understanding of best practices in the wealth advisor selection process, questions to ask a...

Effective financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make knowledgeable decisions about their future. Join this webinar to examine recent FOX research on the current state of financial reporting in the family office industry. How often are reports provided to family members and wh...

The benefits of personal wealth come with complexity and heightened responsibility for the family and next generations. The risk management and insurance surrounding personally owned assets is every bit as important as is financial planning and wealth management. In this webinar, we will explore inadequate insurance, gaps and omissions ...

***This webinar has been postponed and will be rescheduled.*** Evaluating family office performance goes beyond investment performance and the cost of office operations. Boards measure family office performance and value in a variety of ways and by a variety of metrics. Join this webinar to identify and assess critical performance metrics in s...

One of the most important roles of a family office is that of family risk manager. There are many risks facing wealthy families and family offices should establish and maintain an effective risk management and internal control program. Join us on this webinar to learn why internal controls are important and what should be included in a risk managem...