Recasting Financial Reports: Innovations in Family Office Reporting

Effective financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make knowledgeable decisions about their future.  View this webinar to examine recent FOX research on the current state of financial reporting in the family office industry. How often are reports provided to family members and what information is being shared?  What types of packages are shared with next generation and how are they different?  Our speakers discuss approaches to reporting that promote readership, prompt broader family involvement and engagement, and ultimately help family members remain focused on their long-term goals.  Real case examples and stories are revealed to illustrate key findings from the FOX research.