This seminar will begin with trends discovered from FOX’s biennial family office benchmarking survey and will be supported by family office case studies to bring several of the trends to life. The case studies will be used to illustrate a variety of best practices and strategies that were identified in the survey.
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The 2021 State of the Family Office Industry benchmarking report is the next iteration in FOX’s ongoing research into Family Offices. The FOX Family Office study is intended to empower family leadership and office executives to understand important metrics to measure family office value, identify areas for improvement, and plan for the future of the family office and the entire family enterprise.
Fostering innovation and new thinking is key to enterprise survival. And a consensus-building approach is better for navigating transitions and avoiding choppy waters.
History will remember 2020 as the year society’s pervasive challenges roared. Two philanthropy experts discuss what they saw in 2020, and what they hope will last for years to come.
If you find it hard to communicate your single-family office’s value, you’re not alone. Learn how some complex and sophisticated family offices have achieved success in illustrating their impact.
Direct investing is nothing new, but it’s a code not everyone has cracked. And while there are no shortcuts to achieving direct investing success, the right ecosystem will help you get there.
Resilient enterprise families have learned how to see beyond the crisis at hand to find the opportunities hidden underneath. FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors.
Family offices left 2020 looking very different than the way they entered it. We capture the changes we saw and project the changes to come.FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors
Family wealth preservation is not guaranteed simply by effectively managing a family’s wealth. The most successful multigenerational families all share five key attributes.FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors
This session revealed and examined the skills needed to be an effective leader in the post-pandemic era.Greg McCann, Founder and Principal, McCann & AssociatesCourtney Pullen, M.A., President, The Pullen Consulting GroupModerated by Jill Shipley, Managing Director, Governance and Education Practice, Tiedemann Advisors