College graduation marks the start of a career with new responsibilities and decisions. It's an exciting time but can be filled with uncertainty. Having a game plan can help the transition from college to the "real world.” This piece provides a handy checklist—including tips on budgeting, establishing credit, and online securit...
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The IRS is increasing its audit of large partnerships and is increasingly scrutinizing the validity and deductibility of management fee arrangements. In the case, Aspro, Inc. v. Commissioner, it offers a warning to taxpayers, including private equity and venture capital funds seeking to establish similar arrangements with their portfolio companies....
When you start the process of rethinking your family office workspace, an important step is to ask intentional questions. Beginning with the “why,” this checklist provides prompts that are intended to challenge you to think critically and inform the ways physical space can best serve the needs of your family office as you think abo...
Your fellow FOX members have contributed these sample corporate and legal planning documents and tools. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. If you have developed sample planning tools, templates, or practices that you think will b...
Your fellow FOX members have contributed these sample family office service and management agreements. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other famili...
Your fellow FOX members have contributed the sample confidentiality agreements found here. We hope these save you time.
Your fellow FOX members have contributed these death and estate settlement tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, pleas...
Your fellow FOX members have contributed these personal security and safety planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other famil...
Your fellow FOX members have contributed these human capital tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, please submit your ...
Your fellow FOX members have contributed these financial statements and reporting documents. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. For additional examples, see Financial Reporting in the Family Office: Elevating the Conversation a...
Your fellow FOX members have contributed these investment planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. If you have developed sample planning tools, templates, or practices that you think will be of interest to o...
Your fellow FOX members have contributed these advisor evaluation and selection process tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other fa...
Your fellow FOX members have contributed these travel planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. If you have developed sample planning tools, templates, or practices that you think will be of interest to other...
Your fellow FOX members have contributed these trust administration tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, please submi...
The following presentations are offered to FOX members in an editable format for members to use. Importance of Family Learning presentation provides an overview of the benefits of family education, touches on common challenges, and includes strategies for success. This presentation can be shared with individual family members to gain an understa...