Welcome to Day 2 of the 2022 FOX Family Office Forum.Scott Muench, Market Leader, Financial Families, FOX
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When a strategic plan is developed with the family's values and mission in mind, they can serve as a family-endorsed roadmap for family offices. Join this session to hear about FOX's own work with developing a vision and mission statement, and from a seasoned family governance expert who has worked with families and family offices to create proven strategic plans that are driven by the core values and mission of the family itself.
As Family Offices evolve and become more complex, attracting the right talent to deliver and manage services requires compensation that is competitive with other professional firms. Join this session to discover how family offices can create a compensation program that attracts unrivaled talent to serve the family.Eric Gonzaga, Principal, Human Capital Services, Grant ThorntonKen Cameron, Director, Human Capital Services, Grant ThorntonModerated by Peter Leo, Director, Human Capital, FOX
Many family offices choose to outsource services for a variety of reasons including their inability to hire in-house staff for all areas of service. This session will feature panelists with family office outsourcing experience in functions like tax compliance, payroll, human resources, bill pay, and more.Scott Metsch, Pulver Metsch, LLCAmjed Saffarini, CEO, MaestroModerated by Peter Moustakerski, CEO, FOX
It’s no secret the UHNW world is facing a myriad of talent challenges, from increased outsourcing to designing competitive incentive and compensation programs, to convincing the family that the office needs more staff. Join a panel of trusted family office advisors with deep family office HR experience as they address these often-nuanced situations.
Get up to speed on the latest results from FOX’s compensation and benefit survey. Glen W. Johnson, President of Membership, FOXHilary Leav, Director, Insights & Research, FOX
From potential family office regulations to the Corporate Transparency Act, it seems new proposed legislation impacting family offices will continue to emerge. This panel will examine the legislative shift that is placing the burden on family offices as well as what the implications are to existing and future family office structures, compliance, privacy, and reporting. Panelists will also discuss what is being done in Washington to bring an industry voice and balanced perspective.
Peter Moustakerski, CEO, FOX
Customer experience leaders outperform the market 2 to 1, so why are more companies not fully embracing Customer Purpose? Join us for a presentation from Maureen Burns, who is a leader in Bain & Company’s Customer practice work within the Financial Services industry. Maureen deals extensively with clients on topics related to marketing excellence, the Net Promoter System®, customer journey redesign, and digital transformation. Maureen Burns, Partner, Bain & Company Introduced by Peter Moustakerski, CEO, FOX
Many wealth advisors and specialists have a strong technical or financial background, but the importance of cultivating interpersonal and relational skills to serve families cannot be overstated. Join a panel of exceptional peers who discuss the invaluable impact of continuous development in the everchanging environment many advisors and specialists find themselves in. They share the learnings that guided them throughout their careers and examine what development really means when it comes to serving families of wealth.