Best Practices in Reporting

Family office executives are always looking for ways to improve their financial reporting packages and their client relationships. This best practices document reflects the work of 20 members of the FOX Financial Executive Council™ who gathered to learn about how one’s learning style impacts the creation and delivery of financial information and to develop a "best in class" reporting package. This comprehensive document includes a client meeting checklist as well as exemplary quarterly, annual, and supplemental reports that can serve as models for other family offices.

This item is only available to members.