Family Office

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The GDPR and The Bottom Line
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For American companies who do business in Europe or who process the personal data of EU residents, the world of data privacy and security is about to get much more complicated. While U.S. privacy law is unsettled, with rapidly proliferating state and federal laws and regulations and uncertainty as to how strictly they will be enforced, the rules in the European Union are tough and about to get much tougher.

FOX Public Webinar: The Single Family Office and its Special Role
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If you think you may need a family office to manage your family’s wealth or you want to take the family office to the next level, this webinar will help you find out what a family office does and what it takes to start and maintain one.During the webinar, you will learn about the concepts FOX has garnered working with financially successful families around the world.Highlights included:

10 Steps to Create a Robust IT Security Program
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In the last few years, hackers and cyber criminals have become much more sophisticated in how they steal private information, which has led to massive data breaches. These data breaches not only cost an organization hundreds of thousands of dollars in fixes and possible fines, they can ruin a long-established reputation in a matter of hours. Putting in place a robust IT security program will help protect the personal information you maintain from being stolen and misused.

A High Net Worth Guide to Hiring Private Staff and Domestic Help
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So, you need to hire someone to work at your home—a housekeeper, a chef, or a personal assistant. You have decided not to contract these services to a local company, and your family office does not hire staff for you. It is up to you to fill this position. Before letting a stranger into your home, it is important to understand the domestic employment process from hiring through terminating, so you don’t open your family to exposure financially, legally, and socially.

Creating an Effective Cyber-Protection Plan For Your family Office
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The internet and connected devices are transforming the world, mostly for the better. But for all the advantages cyberspace brings, there are also growing risks for businesses and families, all of which are relevant for family offices. We’re all vulnerable, but wealthy families are particularly attractive targets in the eyes of cybercriminals. Learn how it's possible to manage cyber risks, while taking full advantage of digital technology.

Strategies for Talent Management: Retaining Your Top Performers
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Companies devote significant time and attention to managing underperforming employees. This often leaves top performers feeling neglected and unappreciated. In these situations, appropriate talent strategies must be utilized in order to prevent unnecessary turnover. In this webinar, we will explore best-practices involving: Motivating Top PerformersStrategic RetentionStay Interviews

The Journey of the Family Office: A Formulated Approach to Modernizing Business Processes
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Briar Hall, a longtime FOX single family office member, has embarked on a journey to review business processes for all critical functions within the office. All Briar Hall offices start with a carefully formulated approach to each function, but things change - employees change, family member needs change, and soon the process either doesn't look like it did originally or the process itself has changed or needs to change.

BREAKOUT B: Family Office Business Process and Internal Control
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One of the mandates for the financial executive is to ensure effective accounting controls and efficient processes. This session brings to life how two offices moved forward in addressing risk and growth issues that required a review of internal controls and business processes. Join this session to hear the approach, process, outcomes, and changes implemented in a family office and a multi-family office. You’ll learn:

BREAKOUT C: Lessons Learned in Moving to the Cloud
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There is a lot of talk of moving to the cloud, but most FOX members have yet to make the leap. Sarah transitioned her office to the cloud last year and will share her experience, from finding the right solution, to the impact of this change on staff time and productivity to the cost of making the change.