Best Practice Reporting

Family office executives are always looking for ways to improve their financial reporting packages and their client relationships. In response to member requests, FOX organized a Best Practice Reporting Workshop in April 2010.  Twenty members of FOX’s Financial Executives Network gathered in Chicago to learn about how one’s learning style impacts the creation and delivery of financial information and to develop a “best in class” reporting package.  A comprehensive write up from the meeting includes a client meeting checklist as well as exemplary quarterly, annual and supplemental reports that can serve as models for other family offices. Listen to this presentation given at the 2010 Financial Executives Forum for highlights from the workshop and participant takeaways.