It is no secret that family office operations are changing. To stay relevant, family offices must evolve—and they need technology that can support them in this evolution. Specifically, offices need a platform based on a single source of data, and they need a data model that uniquely accommodates the complexity of the family’s “world.” It is only with the right technology platform and infrastructure that family offices can reach their full potential and contribute the highest level of service to their families.
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Cyber-attacks at all levels are not a new phenomenon, nor do the Russians have a monopoly on them. While the Russia/Ukraine crisis is at the forefront, it won’t be the last global event that family offices will need to address when cybersecurity is involved. Family offices, executives, and enterprises can take actions to help alleviate the cyber-attack risk when it comes to cyber retaliation from Russia or other state-sponsored cyber-attacks.
In the post-pandemic work environment, having an objective tally of employee wants and desires can be a valuable tool for companies to gauge what American employees really expect. In this survey of 1,584 Americans who worked full-time and received benefits as part of their pay, we learned that employees are taking charge of what they want from their employer and are pushing for flexibility in when and where they work. Other key findings are uncovered and point to how companies may need to re-examine workplace policies.
Your fellow FOX members have contributed these sample corporate and legal planning documents and tools. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed.
Your fellow FOX members have contributed these sample family office service and management agreements. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.
Your fellow FOX members have contributed the sample confidentiality agreements found here. We hope these save you time.
Your fellow FOX members have contributed these personal security and safety planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.
Your fellow FOX members have contributed these human capital tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.
Your fellow FOX members have contributed these financial statements and reporting documents. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. For additional examples, see Financial Reporting in the Family Office: Elevating the Conversation and the Best Practices in Reporting Toolkit.
Your fellow FOX members have contributed these travel planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed.