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627 results found
The Future of Work—A Journey to 2022
Publish Date:
Jun 19 2017

Tremendous forces are radically reshaping the world of work. Economic shifts are redistributing power, wealth, competition and opportunity around the globe. Disruptive innovations, radical thinking, new business models and resource scarcity are impacting every sector. Businesses across the world are beginning to understand that they need a clear an...

Strengthening Your Advisor Ecosystem
Publish Date:
Oct 18 2011

Every family office works with a variety of external advisors. In this 2011 FOX Fall Forum presentation, a multi-family office CEO and a single-family office CEO shared their perspectives on managing a family’s advisor ecosystem.The advisor ecosystem is defined as the network of personal and professional advisors who work to help the office staff a...

Shaping the Future with Technology
Publish Date:
Jul 14 2011

Get a glimpse of the family office of the future and the technology employed in securing, managing and distributing data. This 2011 FOX Financial Executives Forum session also looks at how to make the most of existing technology. Conduct periodic assessments of your technology to ensure it aligns with your business goals. Even incremental chan...

Business Development Strategies and Best Practices for Selling to Wealth Owners
Publish Date:
May 18 2011

The complex needs of families stretch sales timelines and require a high degree of customization and cost. During the presentation given at the 2011 Wealth Advisor Forum, two FOX executives examined the business development and sales practices that meet these challenges and help turn prospects into long-term clients.

Retaining Talented Employees to Enhance Productivity
Publish Date:
Oct 21 2010

The key to any successfully operated wealth management organization depends on having the right talent in the right role. This 2010 FOX Fall Forum session includes a discussion of findings from recent FOX research that focuses on critical talent issues, such as recruiting, compensation and team structure. In addition, a family office executive will...

The Economics of Talent
Publish Date:
May 20 2009

Compensation and benefits often represent more than 50% of expenses for multifamily offices and wealth advisor firms. In this presentation from the 2009 FOX Wealth Advisor Forum, you will learn the best ways that firms can source talent and structure short and long-term compensation to ensure staff continuity and firm profitability.

Impact of Trust on Client Decision Making in Today's Economic Whirlwind
Publish Date:
May 20 2009

In this 2009 FOX Wealth Advisor Forum presentation, hear from an accomplished branding and marketing expert who will discuss insights from his quantitative analysis of high-net-worth and ultra-high-net-worth behaviors. Dr. Taylor will address the way that the economic downturn and market volatility are affecting the investment strategies of ultra-w...

Technology Update – New Product Solutions and Approaches
Publish Date:
Jul 14 2009

Find out what new products are available to family office executives to better respond to the needs of increasingly complex offices. in this 2009 Financial Executives Forum presentation, discover ways to more effectively utilize existing technology to improve business processes needed to fulfill the functions of a family office.

10 Steps to Create a Robust IT Security Program
Publish Date:
Sep 27 2017

In the last few years, hackers and cyber criminals have become much more sophisticated in how they steal private information, which has led to massive data breaches. These data breaches not only cost an organization hundreds of thousands of dollars in fixes and possible fines, they can ruin a long-established reputation in a matter of hours. Puttin...

Bring Your Own Device—Balancing Security With Business
Publish Date:
Mar 07 2018

Bring Your Own Device (BYOD) policies are becoming more and more popular, and with good reason. As the capabilities of tablets and smartphones continue to rapidly expand, the mobility revolution has been a boon for businesses and employees alike, enabling greater productivity and more flexibility. BYOD amplifies those efficiency gains, reducing adm...

Equity Compensation in Venture Capital and Private Equity
Publish Date:
Dec 12 2017

Portfolio companies of private equity and venture capital funds often provide equity-based compensation to employees. Certain forms of equity compensation, such as stock options, profits interests, or appreciation rights, are directly tied to changes in equity value. When it comes to valuation of equity compensation in privately-owned companies, th...

Plan Ahead for a Hospital Stay
Publish Date:
Jan 16 2018

Sometimes, unfortunately, a trip to the hospital is unforeseen and unplanned. Often, however, procedures and elective surgery are scheduled in advance. If this is the case for you or a loved one, planning ahead for a hospital stay and taking a few simple steps can ensure greater comfort and a faster recovery. This is important for everyone, but esp...

The State of the Financial Industry—The Customer Value Gap: Re-Calculating Route
Publish Date:
Feb 16 2018

This is a report about people, their financial stress, and possible solutions to relieve that stress. Although the global mass market is used as an example throughout this report, the core messages and approaches apply across all of financial services. Anywhere customers are served, customer value gaps can emerge and better solutions can be crafted...

Dementia Tips for Household Staff
Publish Date:
Feb 20 2018

When a family member is diagnosed with a memory disorder like Alzheimer's, it can be confusing and frustrating. With the right preparation and care, family offices and household staff can provide invaluable assistance and information to the families on what to expect and how to cope from the early stages to the end stages of dementia.