Buy or D.I.Y.? Family Office Service Observations from the FOX Financial Executive Council
Feb 20, 2014
The FOX Financial Executive Council was first established in 2004 and it offers family office financial executives (CFOs, controllers, tax managers, etc.) an opportunity to share best practices on operational, compliance, and technical issues.On January 30-31, 15 of our members joined us in Orlando, Florida, for a meeting focused on management issues. This included a discussion of the services family offices generally outsource and the services they provide in-house. The common trend among our attendees was that their family offices depended on a mix of in-house and outsourced services f...