Search Results

Come for a first-hand introduction to the new FOX Wealth Center website, a rich resource to support you in managing your clients’ wealth and developing your own business. This site is designed to be the first place you go when looking for information regarding issues you face every day. Learn to navigate around the site to ensure that you get ...

Come for a first-hand introduction to the new FOX Wealth Center website, a rich resource to support you in managing your family’s wealth. It is designed to be the first place you go when looking for information regarding issues you face every day. Learn to navigate around the site ensuring that you get the maximum benefit from all ...

Family systems are inherently complex. The seen and unseen patterns of power, control, communication, love, risk-taking, money and trust are just a few of the dynamics that can become unconscious drivers through which families organize themselves and their actions across generations. Join us to gain an understanding of how family dynamics imp...

Selecting a wealth advisor may feel like an overwhelming and intimidating task and some families will postpone taking action or make a hasty and uninformed decision. Where do you begin? What should you be concerned about? In this program, you will gain an understanding of best practices in the wealth advisor selection process, questions to ask a...

Effective financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make knowledgeable decisions about their future. Join 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 wh...

The benefits of personal wealth come with complexity and heightened responsibility for the family and next generations. The risk management and insurance surrounding personally owned assets is every bit as important as is financial planning and wealth management. In this webinar, we will explore inadequate insurance, gaps and omissions ...

***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 s...

One of the most important roles of a family office is that of family risk manager. There are many risks facing wealthy families and family offices should establish and maintain an effective risk management and internal control program. Join us on this webinar to learn why internal controls are important and what should be included in a risk managem...

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 ...

While art can imbue an otherworldly experience, there are real world issues to be addressed when collecting art to ensure its protection and survival for future generations. Join this webinar to hear specific security, risk management and financial considerations required to protect fine art and other valuable articles. How often should appraisals ...

You may have heard the phrase "succession is a process, not an event," but what does this really mean in practice? Join us on February 6 for this webinar as we explore leadership succession in the family enterprises as experienced by the Houghton family.Karen Neal, Managing Director at Family Office Exchange will moderate a panel including James Ho...

As competition increases, it's even more important to differentiate, stay informed of industry trends and better understand where your firm measures up in relation to the industry. FOX recently launched a benchmarking initiative for MFO's and advisors to provide the industry with high-quality data that would enable management teams to make better d...

To register, click here.Many of you know, the American Taxpayer Relief Act of 2012 was quickly passed by Congress and signed into law by President Obama. What you may not know are the implications of those changes and what you can expect in the future. Listen in to this teleconference to hear Lisa Whitcomb from Glenmede explain the...

You are cordially invited to participate in a discussion of FOX investment survey results and unparalleled insights into the minds of the ultra wealthy. FOX will facilitate an online conversation about your feedback on the results of two recent investment surveys conducted to examine both ends of the market - self directed wealth owners with ...

Mohamed Nadar, CEO of a UK based Family Office, illustrates the complexities of coordinating the strategic direction and expansion of a Family Enterprise across multiple jurisdictions. He will present key learning gained from the evolution of one family’s business and wealth as it has spread from their original center in the Middle East, expanding ...