Webinar - Empowering the Board to Evaluate Performance

Overview

Wednesday, Nov 07, 2012 - 10:00am
Wednesday, Nov 07, 2012 - 10:00am
***This webinar has been postponed and will be rescheduled.*** Evaluating family office performance goes beyond investment performance and the cost of office operations. Boards measure family office performance and value in a variety of ways and by a variety of metrics. Join this webinar to identify and assess critical performance metrics in seven operational areas of a typical family office. Using data from the 2012 Benchmarking Study, FOX will explore the latest changes and trends in family offices services, structures, cost, compensation, and investments. We will extend the conversation beyond the identification of changes and trends and provide stories and examples to demonstrate key findings and concepts. After attending this webinar, you will be able to: • Initiate a conversation about board objectives and critical issues • Discuss key trends in family office benchmarking
Recommended For
Family office executives and staff, advisors and family members

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A recognized visionary in the private wealth community, Sara provides strategic direction for FOX and leads the development of programs and services supporting wealthy individuals, family office executives, and wealth advisory firms globally. For the past three years, she has been named as one of the "Top 50 Women in Wealth Management" by Wealth Manager. Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times and serves on the executive education faculty of the University of Chicago Booth School of Business for the "Private Wealth Management" course offered twice a year in Chicago.

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Mariann oversees the FOX member councils, which are private networks of close peers working together to advance their professional development and to solve the unique challenges they face in their management of private wealth. She has extensive experience in the accounting and legal fields. As a practicing tax and estate planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures.