Webinar - Empowering the Board to Evaluate Performance

Overview

Wednesday, Dec 05, 2012 - 10:00am
Wednesday, Dec 05, 2012 - 10:00am
Evaluating the cost and value of the family office is one of the family office board’s most important responsibilities. Making this happen each year is a challenge. FOX Family Office Benchmarking provides office executives and board members with a means of summarizing the work of the office and putting its value in perspective relative to family office peers. FOX encourages board members to join office executives in this webinar to learn about the new Benchmarking Board Report that provides the board members and office management with the information they need to evaluate the critical areas of family office performance. After attending this webinar, you will be able to: • Articulate the critical issues that should be evaluated by the board each year • Understand office performance in six key areas for a universe of 90 family offices
Recommended For
Family office executives and staff, advisors and family members

[[{"type":"media","view_mode":"media_large","fid":"5265","attributes":{"alt":"","class":"media-image","height":"118","style":"width: 100px; height: 118px; margin-left: 5px; margin-right: 5px; float: left;","typeof":"foaf:Image","width":"100"}}]]Sara Hamilton, CEO and Founder, Family Office Exchange

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.

[[{"type":"media","view_mode":"media_large","fid":"5266","attributes":{"alt":"","class":"media-image","height":"118","style":"width: 100px; height: 118px; margin-left: 5px; margin-right: 5px; float: left;","typeof":"foaf:Image","width":"100"}}]]Mariann Mihailidis, Managing Director, Councils, Family Office Exchange

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.