What is the FOX Talent Bank?The FOX Talent Bank is a place for candidates to find employment opportunities with FOX members and other firms in the private wealth industry. Visit the FOX Talent BankSearch positionsSearch candidate resumes (members only)Post an opportunityPost your resume (you must be a FOX member or Public Network Use...
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We just sold our business. Now what?[need to understand your needs, options, etc] Design a Family Office Select a Wealth Advisor
[Cross-promote with FO 101 workshop][Cross-promote with: https://www.familyoffice.com/understanding-family-office/starting-family-office]
[outline process we recommend] [link to all resources we have]
Family Office 101[describe objectives]Designing an Education Program[describe objectives, link to FGFE]Family Enterprise Best Practices[describe objectives, link to 50 BP]
Our family's leaders are stepping down. What should we do?We help families view leadership succession as a continuous process, not an event.By working through each of the important process steps, successful families are able to develop smooth transitions that are sustainable for the long term.[insert graphic]
Your family needs a long-term planWe can help create a roadmap for the future, including:Development of family goalsAction steps and recommendations for family continuity and wealth sustainabilityLet us help facilitate a discussion among the family group to reach consense on next steps.
How do I work with my cousins?[add text]Formal governance models[add text]Informal governance models[add text]
How do I know I am managing my wealth as effectively as possible?[add text]Am I paying what I should?[add text]Do I have the right talent?[add text]A Family Office Assessment[add text]Client Satisfaction Surveys[add text]
Specialized training for your relationship managersCustom market research
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This article by Sara Hamilton, Mariann Mihailidis and Teresa Bellock outlines the steps that can be taken to ensure all parties involved in a trust (grantors, trustees, beneficiaries and related professionals) are educated about their respective roles, engaged in the trust process and are held accountable to ensure success over the lifecycle of the...