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4 results found
Maximizing the Strategic Impact of Your Single-Family Office | 2023 FOX Family Forum
Publish Date:
Oct 24 2023

Family offices may take on a variety of roles in service to the family, so it is essential that there is a strategy that helps frame the office’s purpose and an overarching plan to help align and execute against diverse interests. The panel will cover three key areas during this session: 1) Share critical questions to ask and answer when designing ...

Asset Gatherers vs. Boutiques: It Can Pay to Be Small | 2023 FOX Global Investment Forum
Publish Date:
Mar 22 2023

Join experts from Asset Consulting Group as they share why a small and nimble asset base allows managers to maintain their investment discipline and fully allocate to their highest conviction ideas. This session will help attendees understand how a focus on asset gathering can adversely impact a manager’s ability to add value over time, while capac...

Family Office Trends and Solutions – with Case Studies
Publish Date:
Oct 26 2021

This seminar will begin with trends discovered from FOX’s biennial family office benchmarking survey and will be supported by family office case studies to bring several of the trends to life. The case studies will be used to illustrate a variety of best practices and strategies that were identified in the survey. Josh Kanter, President, Chicago...