How to Evaluate the Performance of Your Family Office
Overview
One of the most highly valued services provided by FOX is our annual family office benchmarking study and associated reports that we provide to family offices. In this program you will learn why we conduct this study each year and the evolution of this initiative. One of the most valuable take aways we are sharing with you today are the six dimensions of family office performance and the family office report card.
Some additional resources were referenced in the program. These materials are free to FOX members and available for purchase by non-members: