Covid-19 has changed all the rules. The familiar guideposts and benchmarks are now moving targets. Will being virtual help or hinder finding talent? How about retaining it? Is work from home a temporary or permanent condition? Our panel discussion featured insights from experts who’ve faced down these challenging questions.Moderator: Peter Leo, Director, Human Capital, Family Office ExchangeCassie Atteberry, Principal, Talent Outside the LinesNeil Kreuzberger, President and Founder, Kreuzberger Associates, LLC
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Find out what we learned about current family office compensation and benefits practices, including how Covid-19 has affected office structures.Cassie Atteberry, Principal, Talent Outside the LinesKen Cameron, Director, Grant Thornton, LLPGlen W. Johnson, Chief Operating Officer, Family Office ExchangeRob Storrick, Manager, Human Capital Services, Grant Thornton LLP
Discuss how you’re supporting employees and family members during Covid-19, including mental health, education, and work-from-home policies.Arden O'Connor, CEO, O'Connor Professional GroupKatherine Richardson, EVP, Chief Human Resources Officer, PURE InsuranceRuth Easterling, Managing Director, Member Services, Family Office Exchange
Learn how process mapping can help firms improve quality of their client deliverables, operations, efficiency, and expenses.Robert E. Mallernee, CPA, CFA, Chief Executive Officer & System Designer, Eton Solutions, L.P.: Founder and CEO, Eton Advisors Group, LLCKaren Rush, Managing Director, Membership, Family Office Exchange
Family offices are increasingly leveraging tools to drive efficiency in the office, such as call scheduling, business intelligence, and client relationship management systems.
The evolution of family priorities and the acceleration of technological advances are reshaping the future of the Family Office. We shared insights into the Future of the Family office across four pillars of change: Shifts in Family Priorities, Proliferation of Technology, Evolution of Talent Profile, and Rising Importance of Partnerships.Insights and Key TakeawaysPresident of the Family Office Exchange, Bill Sullivan, shares key areas of change to help us understand the evolving landscape of the family office.
How are you managing changes in your family? How about the changes coming down the road? We shared examples of how the shift in family priorities and the influence of the rising generations are driving the family office evolution.Moderator: Glen W. Johnson, Chief Operating Officer, Family Office ExchangeMindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, Family Office ExchangeGaby Griffin, Market Leader, Business Owners and Family Executives, Family Office Exchange
FOX’s Kent Lawson moderated a discussion on how family offices are incorporating automation to free resources for higher value add activities, leveraging data to make more informed decisions, partnering with third-parties to fill non-core capabilities, and ensuring it is all done with proper cybersecurity protocols to protect family data.
Due to the ongoing global pandemic, this year’s FOX Wealth Advisor Forum has gone virtual.
During up markets, like those of the last 10 years, good returns can lull investors into a sense of complacency. But what are their exposures and strategies if markets head down or go sideways? What are the perceived marketplace risks and what questions should they be asking? Which lessons from the past are relevant and which aren’t? We dove into the value of uncorrelated strategies, with a look at alternative investments, including private equity funds and hedge funds.