Family Office Executives
Family office executives take advantage of the FOX library of research, pick the brains of peers they meet at FOX events, and get guidance from FOX managers on issues they are facing. Specific ways FOX helps are in:
Facing new situations
A quick check of the FOX Knowledge Center can provide a good rundown of factors to consider and resources to use such as case studies, checklists, industry articles, FOX research, and meeting materials and videos.
Keeping up to date
FOX keeps you up to date with online seminars featuring leading experts covering topics covering wealth preservation, investment strategy, office operations, family governance, regulatory developments, and tax law changes. FOX newsletters, Forums, workshops, and roundtables all relate the latest findings from FOX research and insights.
Maintaining a personal edge
Nothing helps more than challenging questions from your peers at a FOX event or Council meeting. Dig deeper at a FOX workshop or join an online seminar to get new ideas which expand your thinking. Most events also provide CPE credit.
Participation in the FOX network also helps you know your peers and stay current on the best advisors.
Demonstrating the office’s value
Every family office executive is faced with task of demonstrating the value of the office to the family. FOX aids this discussion by offering benchmarking to provide objective metrics on cost, compensation, and service offering along with studies providing insights on setting goals, communicating activity and value delivered, and different approaches to allocating costs across multiple households. Members are well prepared with strong insights into how to compare their office’s performance compares to peers’.
Preparing and educating the next generation
Every family faces issues of how to prepare the next generation for the responsibilities of wealth. FOX offers the FOX Family Education Toolkit to members, as well as frequent sessions at Forums and online seminars on the topic.
Saving time and money
An overriding purpose of FOX is to provide the right information to family offices when they need it. Membership provides the benefit FOX insights plus the experience of member families to help you reach your goals, without reinventing the wheel or repeating the mistakes others have made.
Pushing the envelope
To ensure the most efficient and satisfying learning experience, FOX seeks to match members with their closest peers. This fosters the most productive discussions and ensures that pressing common issues are addressed which are of interest to members. This is especially true in the FOX Councils, the highest level of family office membership where specialized peer groups have been formed to address the specific needs of each group which break new ground and keep members in the vanguard of family office practice. Different Councils are provided for the CEOs of the largest, most sophisticated offices, CIOs of the most demanding investment offices, business owners, family members who run their own offices, and family office CFOs and Controllers.
FOX has developed several Toolkits which may be of interest to this group.
Please review the content in the Knowledge Center to see what we have that is of interest.
Browse upcoming Learning Events that would be of interest, including workshops, that are open to non-members, to see what fits you.