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Are you doing everything you can to attract and retain quality talent? Is your compensation plan competitive? Please join principal researcher, Jane Flanagan and Bruce Benesh, Partner Grant Thornton LLP to find out how your compensation plan compares to 118 of your peers who completed the 2015 FOX Family Office Compensation & Benefits Survey. From HR Practices to compensation and benefits, these survey findings will help you prepare for year-end employee reviews and evaluate your current plan.

The organizational structure of a Private Family Trust Company, or PFTC, has several roles that need to be filled.

As Impact Investing gains global momentum and acceptance as viable family oriented strategy, a key question needs to be addressed... Is Your Family Office Ready for Impact Investing? Temple Fennell joined us for a candid and experience-based look into how you create and maintain stakeholder “Buy-In” BEFORE investing. The dialogue included such topics as:

Decision support software can empower professional investors to do more of what they're good at, and less of what they're not. Through behavioral finance, we can now identify patterns in the way a portfolio manager invests, and enable the distinction between luck and the various aspects of investment skill. In this Webinar we learned about how portfolio managers can use decision support software to improve upon their own investment patterns and distinguish between those patterns that are based in luck and those based in skill.

As a global network of families, family offices and family wealth advisors, Family Office Exchange is at the center of conversation around issues of financial relevance that impact FOX Families. Charlie Grace, Managing Director of FOX facilitated a dialogue around current topics that have caught the attention of families throughout the world. Charlie was joined by W.

Real estate plays a large role in the accumulation of wealth. Often opportunities in the marketplace can be missed when the thought of large capital gains and recapture taxes loom.

Effective communication and cohesion are critical to long-term family success. Family meetings are most successful when they are part of a larger communication strategy. The annual family meeting provides an opportunity to educate and inform family members/shareholders as well as foster greater unity. Poor communication and education and a lack of cohesion among family members can create immeasurable risk to the long-term survival of the family and the business.

What’s the key to ensuring a high-functioning organization? Getting the right people engaged in the right activities to have the most impact on your business and the families you serve. Kelley and Barbara joined us and participated in this interactive session on how performance management—and the dreaded performance review process—can be a manageable, meaningful dialog that improves performance and employee engagement through five conversations and competency mapping. Features key insights from a family office that has reinvented the performance review.

Benchmarking is critical to a multi-faceted investment strategy, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders. During the First Quarter of 2015, Family Office Exchange collected data to better understand asset allocation and performance and to delve into areas such as alternative investments, the investment decision-making process, and the use of consultants.

While no one really knows what the future will bring, global research data can provide a perspective on what may become reality. Kirby Rosplock, Ph.D., author of The Complete Family Office Handbook, guided participants through statistical evidence indicating trends that may impact the family office of tomorrow. Kirby addressed the global demand for family office services as well as the increased need for expert, trusted advisory service that is cost effective, customizable and global as well as the perceived impact on the day to day functions of the family office of tomorrow.