Overview of the Company:AFO Capital, Ltd. (“AFO”) is the family office for a Fort Worth-based family which was founded in 2007 when the family’s business was sold. The office is responsible for providing investment management, wealth management and other related services to the members of the family, their various inve...
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Overview of the Company:AFO Capital, Ltd. (“AFO”) is the family office for a Fort Worth-based family which was founded in 2007 when the family’s business was sold. The office is responsible for providing investment management, wealth management and other related services to the members of the family, their various inve...
Candidates should be detail-oriented with exceptional follow-through skills and possess a high level of integrity and discretion in handling all confidential information. Ideally, the candidate will be someone who has previously worked in philanthropy, taxes/accounting, or concierge services. Also, candidates should be adept at utilizing software s...
This Family Office was founded in 1968 by a Stanford Alumni who had $75,000 impersonal capital and every dollar of the over $3billion they have in assets under management today has grown from that original $75,000.Tax Manager/ Tax AccountantServices include financial and investment portfolio accounting for public & private , tax-planning,budget...
This Family Office was founded in 1968 by a Stanford Alumni who had $75,000 impersonal capital and every dollar of the over $3billion they have in assets under management today has grown from that original $75,000.Investment AccountantReconciliation fo cash and publicly traded stocks, bank transfers, report to fund managers, treasury bill investing...
Monday, October 2211:30 a.m. Maximizing Your Member ExperienceMeet the FOX team and learn how to get maximum value from the educational and networking opportunities available to you during the next two days at the Forum and throughout your membership. 12:30 p.m.Welcome Lunch Buffet - Family Office and Thought Leaders Council Members...
Tuesday, October 237:30 a.m. Breakfast 8:30 a.m. Opening comments Alexandre Monnier, President 9:15 a.m.Developing a Family Wealth Strategy with a Multi-generational PerspectiveSara Hamilton, CEO and Founder, Family Office Exchange, Thought Leaders Council membersFind out what a family wealth st...
Monday, October 2211:30 a.m. Maximizing Your Member ExperienceMeet the FOX team and learn how to get maximum value from the educational and networking opportunities available to you during the next two days at the Forum and throughout your membership. 12:30 p.m.Welcome Lunch Buffet - Family Office and Thought Leaders Council Members...
Tuesday, October 237:30 a.m. Breakfast 8:30 a.m. Opening comments Alexandre Monnier, President 9:15 a.m.Developing a Family Wealth Strategy with a Multi-generational PerspectiveSara Hamilton, CEO and Founder, Family Office Exchange, Thought Leaders Council membersFind out what a family wealth st...
Tuesday, October 237:30 a.m. Breakfast 8:30 a.m. Opening comments Alexandre Monnier, President 9:15 a.m.Developing a Family Wealth Strategy with a Multi-generational PerspectiveSara Hamilton, CEO and Founder, Family Office Exchange, Thought Leaders Council membersFind out what a family wealth st...
Tuesday, October 237:30 a.m. Breakfast 8:30 a.m. Opening comments Alexandre Monnier, President 9:15 a.m.Developing a Family Wealth Strategy with a Multi-generational PerspectiveSara Hamilton, CEO and Founder, Family Office Exchange, Thought Leaders Council membersFind out what a family wealth st...
Mark Halperin, editor-at-large and senior political analyst for TIME, covers politics, elections and government for the magazine and TIME.com. Halperin is also the creator and author of TIME.com’s“The Page,” a news and analysis tip sheet that gathers and edits the latest political stories, campaign ads, TV clips, videos and campaign reactions from ...
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When interviewing a wealth advisor, it is important to ask the right questions and know how to interpret the answers. Here are select questions to get you started. In a formal selection process the family should come up with additional relevant questions that will isolate important criteria. A PDF of this list is availabl...
Healthy relationships require hard work and consistent communication. Wealth owners and wealth advisors have a responsibility to each other to take time each year to evaluate their relationship and talk about what’s working and what’s not. Some advisors rely on periodic client satisfaction surveys to measure their performance; others rely on feedba...