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As employee retention is key to success, and workplace culture plays a critical role in retaining staff, this webcast will provide proven ideas to create an engaging culture beyond financial compensation. By the end of this webcast, attendees will be able to: Identify benefits, compensatory and non-compensatory, and training opportunities t...

FOX has identified the cultivation of Human Capital as a key element of multi-generational success for business-owning families and other Family Offices that are focused on continuity, succession, and continual growth of family assets. The Frisbie Group in Palm Beach was originally founded by three brothers investing in a single rental property in ...

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...

Family advisors often have a strong technical or financial background, but the importance of cultivating communication style, emotional intelligence, coaching skills, trust-building, and similar qualitative skills to serve clients cannot be overstated. Join a panel of peers who will share how they meaningfully engage with family clients and discuss...

Technology providers need to facilitate access to all Investment data. Sitting at the confluence of a multitude data providers your technology solutions need to have the capacity to manage data. Flexibility and access to data is critical and it empowers the family office to view and analyze their total wealth in any way they want, whenever they wan...

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...

We have all been the new person at some point or another—the new person on the block, the freshman at the big university, a manager in a new office. In such hard-to-navigate situations, training and communications are integral parts of the on-boarding process. When both employee and employer are informed about one another’s needs, personalities, an...

A well-defined governance system is what drives a strategy for portfolio investments—all the while increasing a family’s ability to formulate its goals and policies, make decisions, and perform an oversight function. This paper can help families in the development of their own decision-making framework and focuses on three core building blocks...

In today’s investment environment, family offices require full investment capabilities to achieve the returns required by wealth owners. As there are many non-investment activities happening in a family office setting, the build or outsource approach to investment resourcing should include saving on both the costs and time associated with running a...

The onset of remote work and other needs in the family office space have accelerated the pace of growth and change. As a result, family offices are increasingly turning to technology to manage complexity, meet family expectations, and grow their wealth. Amid this change, three trends—including owning your data—will help in the selection of the...

For leaders of founder-owned companies, simply making the decision to sell or bring in an outside investor can be anxiety inducing. The transaction process itself is often filled with apprehensive moments—arguably none more so than the potential of sensitive information leaking. This primer helps business owners understand how to avoid leaks, how t...

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...

Family offices continue to be the preferred way for ultra-high net worth individuals and families to manage assets and to support the goals and legacy of their family. But with more than 14,000 family offices across the globe facing new challenges and complexities, raising concerns about whether their operating model is providing the transparency a...