In a rapidly evolving virtual world, many family offices are revising or creating document retention practices to make sure they have secure access to critical personnel and family financial records. Through a series of FAQs and a checklist of what documents to retain, you can ensure that you have an up-to-date document retention policy as part of your document management process that will help mitigate concerns over data security and loss of key information.
Family Office
Resource Search
Family Office Value, Cost, and Complexity Factors
Publish Date
You know your office provides tremendous value, but do you know how to explain it to your clients? Our new FOX proprietary study will help you more meaningfully articulate the office’s value by aligning it with what your family leaders value. We’ll discuss how to message around your costs and complexity factors in relation to delivering services. And we’ll share the data we’ve collected about the average time allocated to key services by office type, and how fees are typically charged by office type.
Rebuilding Economies
Publish Date
What will it take to rebuild our global economies? And how will we generate the stimulus needed for growth? We’ll discuss the macro-economic factors shaping the challenges ahead – including the current geopolitical environment and major disruptions changing industry opportunities. And with the U.S. presidential election a week away, we’ll engage in a timely discussion about America’s place in the world and how its economic bedrock of stability may slip in the decade ahead.
Building a Strategic View of the Family’s Future
Publish Date
When families with a multi-generational mindset undertake strategic planning, it’s with a view that is longer than the typical three- to five-year time hor
Families, Philanthropy, and Impact
Publish Date
Philanthropy and social impact commitments don’t just benefit the intended parties.
The Big Five Wealth Preservation Principles
Publish Date
Want to know the secret to maintaining family togetherness over generations?
Family Office Talent and Technology Solutions
Publish Date
The pandemic has thrust our perceptions of the workplace into an entirely new paradigm.
Key Takeaways from the FOX Rising Gen Forum
Publish Date
The rising generation is curious, intelligent, and preparing to step into family governance and business roles. They are your family’s future leaders.
The COVID-19 pandemic has prompted all types of businesses to run a magnifying glass over their processes and infrastructure to ensure continuity and viability. For family offices, it is an opportunity for them to upgrade technological systems by adopting outsourcing and automation. Such advancements improve operational efficiencies, security, and long-term likelihood the family offices achieve its business and familial objectives across generations.
As family offices evaluate their assets during the economic downturn, examining deductions and estate and trust planning can help form better strategies and objectives. In this Q&A discussion, learn how the valuation of distressed assets and investments can maximize your tax deductions through these challenging times.