While the goals of most family offices remain constant, family office operating models are continually evolving. Learn how current trends and new technologies are giving families unprecedented flexibility when selecting the right family office structure.
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The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer. The Guide documents the challenges faced by families who want to manage their wealth collectively for the long-term and opens the door to the inner workings of today’s family office. Using concrete examples and FOX Family Office Benchmarking™ data, it is an invaluable tool for families seeking to build a best practice family office or evaluate their current office operations. The Guide includes:
FOX Guide to the Professional Family Office
Publish Date
The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer. The Guide documents the challenges faced by families who want to manage their wealth collectively for the long-term and opens the door to the inner workings of today’s family office. Using concrete examples and FOX research data, it is an invaluable tool for families seeking to build a best practice family office or evaluate their current office operations. The Guide includes:
The War on Retirement Plan Fees: Is Anyone Safe?
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Even the most well-run, retirement plans can be the target of an excessive fee claim, which can cost millions of dollars to defend and/or settle. Being prepared and taking the necessary steps—including obtaining fiduciary liability insurance—can help reduce the claims, mitigate the exposure, and protect against potentially devastating loss of personal assets.
Open Enrollment Compliance Checklist
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Your employee benefits plan is likely one of your organization's largest expenses and one of your most important for attracting and retaining employees. To help you prepare for open enrollment season, this checklist will assist with your compliance obligations.
2020 Year-End Year-Round Tax Planning Guide
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Year-end tax planning is always challenging, but the coronavirus pandemic has added a whole new layer of complexity to the equation for individuals, families, and businesses across the nation. The potential tax ramifications are significant. There are a number of tax developments to consider for the current tax year.
2020 FOX Family Forum: Key Insights and Takeaways
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At the 2020 FOX Family Forum, family members, office executives, and their trusted advisors heard how other families have built plans
How Family Offices Are Coping in a Dramatic 2020
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A combination of health, economic, and financial challenges has created a higher level of uncertainty than ever before—worse even than the 2008 global downturn. However, COVID-19 has created a wide range of opportunities for family offices to update their approaches to investment management, tax, and estate planning, and governance. Learn what the managers who serve ultra-high-net-worth families are recommending to move forward.
Year-end planning presents abundant opportunity to consider and optimize tax strategies. For the executives who have faced tremendous demand to lead companies through dynamic shifts during a year of historic change and disruption, it is important to be particularly mindful of tax implications that may arise from equity-linked compensation. As the year draws to a close, three top-of-mind questions are answered.
Over the last five years, cyberattacks have moved away from targeting millions of dollars in a single attack to targeting transactions of $100,000 or less at smaller organizations. With limited security and lack of awareness, family offices are attractive targets for cybercriminals. By taking a business-minded approach and understanding the strategy and methodology driving prevalent cyberthreats, family offices as a risk manager can more clearly identify vulnerabilities in their cybersecurity protocols and risk profiles.