SEMINAR 5: Putting Data into Action: Analyzing Key Components Of Your Family Office
Overview
If you’re looking for ways to compare your family office performance and demonstrate the value the office provides, this session is for you. FOX Benchmarking is designed to help participants celebrate their successes and identify changes to improve performance. Find out how data and insights from the newly released FOX Family Office Study apply to your office. In roundtable discussions, explore topics such as the central role of family goals and office purpose, as well as governance, risk management, family member experience, cost and complexity, investing trends, staff experience, and development.
- Part 1 - Highlights from Single-Family Office Research
- Part 2 - Roundtable Discussions
- Goal Setting and Strategic Planning
- Oversight and Governance for the Office
- Family Office Costs
- Scope of Services and Service Delivery
- Metrics and Benchmarking Office Performance
Presenters and Facilitators: Charles B. Grace, III, Managing Director, Family Office Exchange; Mariann Mihailidis, Managing Director, Councils, Family Office Exchange; Monica Staco, Director, Research, Family Office Exchange; David F. Toth, Director of Advisor Research, Family Office Exchange