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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 ...

Wealth advisors continue to experience rapid growth, which on its face is positive – but firms can get into trouble if growth is not properly managed. Join a panel of experienced wealth advisors explaining the ins and outs of effectively managing growth. Topics discussed include identifying the right clients for your business, creating efficiencies...

It’s no secret the investment world has changed, causing many family offices to re-evaluate the way they invest. During this session, FOX members will share the process they went through to reorganize their investment function. They’ll explain how they managed the restructuring of investment governance, outsourced relationships, underlying portfoli...

With the dramatic expansion of family wealth in the United States and around the world, family offices are a growing part of the global financial landscape. Depending on the family’s mission, service needs, professional skill set of individual family members, and their existing advisor network, a family office may be appropriate. While every family...

While there are many items family offices should look for in technology solutions, one vital component is reporting capabilities. For family offices considering a move to Sage Intacct, there are five reporting advantages you can count on to help deliver the data and transparency that are important to the family members.

From Australia to United States and many places in between, this Global Employer Guide reflects an easy-to-read summary of employment law that changed in each country over the past year, including pandemic-related changes where applicable. Visa processes, employee rights, contract requirements, transfer of business considerations, privacy standards...

Families hire family office staff with the expectation that the office keeps their information, assets, and reputation protected. To safeguard the families’ interests, it’s critical for family offices to ensure that internal controls take the pragmatic approach, starting with four main areas: segregation of duties, transaction volume, managing comp...

Cyber security is a subject that continues to make headlining news. Because every business is at risk of a cyberattack, it’s important to know what types of threats your business could be subject to and understand the techniques you can implement to help prevent attacks from happening.

Contrary to conventional “wisdom,” decisions regarding manager selection can impact performance as much as or more than decisions regarding asset allocation. Success in this manner involves the ability to identify and access managers who are often not available in common formats, such as mutual funds and most open-architecture investment platforms.

Family offices, much like the families that need them, are works in progress. You can’t just set up a family office ownership structure and think it won’t need some type of attention in the future. A number of factors, including regulatory changes, could compel you to revisit your ownership structure to ensure it still makes sense. See why it may b...

Creating a family office and sustaining its success starts with a thorough assessment of your family’s priorities, objectives, and capabilities. Whether your family is considering forming a family office or evaluating one that already exists, there are ten questions that should be addressed to help put your family in the best position to be success...

Manager selection is a critical component of success in any asset class, but particularly in private equity, where manager return dispersion is meaningfully wider than in public markets. Over time, the factors influencing private equity manager selection have become more complex. Investors should account for these changes but remain focused on key ...

Investment broker and manager fees are not always aligned with the value they provide. Given low prospective returns, fee awareness is more important than ever if investors are going to meet their investment objectives. Investors can use a simple, objective framework to determine if a manager’s fee is worth the value they add.

Join host Damien Martin in his ongoing quest for insights and best practices for affluent families and their advisors as he sits down with guest Jeff Davidson to unpack the often mystifying and sometimes daunting world of the family office. Here’s what’s covered: Who is Jeff Davidson? @02:35 Developing a national family business succession pl...

Creating portfolios that are customized to a family’s unique investment goals and risk tolerance requires ingenuity and flexible thinking. However, the execution of risk management should be more systematic. Ultimately, the effective investors employ a risk management framework that accounts for potential risk at every stage of the investment proce...