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FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data ...
Our client is an established single-family office based in Orange County, LA. The operation of the family office is to provide a wide range of financial, investment, and concierge services at the highest level to its Principal and family. Responsibilities: The CFO will report to the Principal and will lead the finance, accounting and tax func...
Share experiences and explore new ideas and strategies with an exclusive peer group of other family leaders. The Global Enterprise Family Council will both challenge and inspire you in your work to ensure your family’s capital reaches its full potential and elevate your professional and personal performance.
Exchange best practices, trends, ideas and case studies to help enterprise families become wiser and more successful over the long run. As such, the program typically includes the following modules: 1-2 Enterprise family case studies 1-2 Sessions on best practices or trends Several Peer dialogue sessions Specialized discussion...
CLIENT Our client family (the “Principal” and his young adult children) is headquartered in the greater Los Angeles area. The family’s wealth is the result of highly successful businesses, as well as a significant diverse portfolio of investment and business holdings. OPPORTUNITY Reporting to the Principal, this is a unique and ex...
The Client: The client is the Schnuck Family Office (SFO), based in Clayton, MO. The Schnuck Family founded Schnuck Markets, Inc. (SMI) in 1939, and SMI is currently in its third generation of family leadership. In 1937, Edwin Schnuck started a wholesale meat business, and two years later, his wife Anna opened their first retail store, a conf...