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Shaping the Future with Technology
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Get a glimpse of the family office of the future and the technology employed in securing, managing and distributing data. This 2011 FOX Financial Executives Forum session also looks at how to make the most of existing technology. Conduct periodic assessments of your technology to ensure it aligns with your business goals. Even incremental changes can yield big benefits. Focus on timely, integrated information delivery to the end user as well as operational and client service tools. Spreadsheets are here to stay.

Business Development Strategies and Best Practices for Selling to Wealth Owners
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The complex needs of families stretch sales timelines and require a high degree of customization and cost. During the presentation given at the 2011 Wealth Advisor Forum, two FOX executives examined the business development and sales practices that meet these challenges and help turn prospects into long-term clients.

Retaining Talented Employees to Enhance Productivity
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The key to any successfully operated wealth management organization depends on having the right talent in the right role. This 2010 FOX Fall Forum session includes a discussion of findings from recent FOX research that focuses on critical talent issues, such as recruiting, compensation and team structure. In addition, a family office executive will present findings from her own employee satisfaction survey and discuss how the information has been helpful in identifying what motivates her employees.

Conflicts of Interest
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Even with the recently enacted financial industry reform legislation, prudent investors should evaluate whether their advisors are truly acting in their best interest by examining nine areas in which a conflict of interest could exist.

Hiring Domestic Help: An Overview for Family Office Executives
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When a family needs to add to their domestic staff, they often call upon their family office for assistance in overseeing the process. This paper from Mahler Private Staffing provides an overview of the steps involved in hiring domestic staff, as well as questions to ask when assessing search firms.

Standing Out in the Crowd: Strategies for Marketing, Positioning, and Leveraging Networks in Family Wealth Management
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Marketing and differentiating within the multi-family office market is an operational challenge for firms of every size and origin. This 2010 FOX Wealth Advisor Forum presentation takes a look at the latest FOX research of the MFO market and outlines not only the different marketing strategies firms employ but also how firms measure the effectiveness of those strategies and how this relationship-centric business requires a different take on traditional marketing methods.

Build Your Brand: Essential Strategies for Uncovering Your True Value
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To be competitive, advisors need to determine and consistently demonstrate what makes them unique and relevant to ultra-wealthy clients. This workbook from Natixis Global Associates helps advisors define what they stand for, understand how they are perceived, determine the priorities and needs of clients, create a personal brand message, develop and implement a brand-building plan, and measure the results.

Protectors Should Be Wary of Conflicts of Interest
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In the latest issue of Private Banking Newsletter, Baker & McKenzie examines the case of Centre Trustees (CI) Ltd & Another v Van Rooyen & Others, in which the Royal Court of Jersey endorsed the removal of the protector who had put himself in a position where his own interests were in serious conflict with the interests of the trust beneficiaries.

An Overview of External Succession Planning for the Registered Investment Advisor
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While it is always a good practice to be prepared for possible future transitions, the current economic climate makes succession planning imperative. A well designed succession plan will help protect client relationships, ensure business continuity, promote economies of scale and provide procedures for dealing with the eventual retirement of advisory firm founders.