Resource Search

The State of the Art in Family Wealth Management is a great resource for those who need to better understand what it means to be an “enterprise family” and understand how to work within a Family Enterprise Framework. Inside you’ll find the big picture view of the work that families need to be prepared to do, where families need to focus their efforts, and how families and advisors must work together.

Family office executives are always looking for ways to improve their financial reporting packages and their client relationships. This best practices document reflects the work of 20 members of the FOX Financial Executive Council™ who gathered 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. This comprehensive document includes a client meeting checklist as well as exemplary quarterly, annual, and supplemental reports that can serve as models for other family offices.

This study is written for the small office executive or wealth owner running an office with seven or fewer employees who wants to better understand their office's performance relative to others of similar size. It provides:

The 50 Best Practices for an Enduring Family Enterprise are the practices that we believe have contributed to the multi-generational success of the highest achieving and most forward thinking families that we know. Case studies, exhibits, and peer benchmarking data are also included to assist you in assessing the relative importance and state of these best practices in your office.