Read this if you are a business owner. At BerryDunn, we deal with company valuation on a daily basis. For example, consider the value of the following two hypothetical companies. Anita owns A+ Manufacturing, a car parts manufacturer that employs 100 people. Roger owns a very similar company, D- Manufacturing, which also manufactures car pa...
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Please join us and FOX Partner Yellowbrick on Tuesday, June 18th, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. In this discussion, Yellowbrick Director of Family Services & Systems, Bryn Jessup, PhD, and Director of Groups & Therapeutic Community Services, Pete Myers, PsyD...
Reporting relationship: Chief Executive Officer DUTIES & RESPONSIBILITIES: Leadership: Effectively lead others to ensure a professional and highly competent team. Provide ongoing feedback; develop, mentor, and motivate direct reports; lead by setting a good example; create an environment oriented to trust, open communication, and cohes...
Today, I have the pleasure of speaking with Jamie McLaughlin, Founder and CEO of J. H. McLaughlin & Co., a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single- and multi-family offices. Previously, he was CEO of Geller Family Office Se...
I am delighted to welcome Buddy Thomas, Founder and President of Superior Planning | Family Office, a Southern California firm serving HNW and UHNW families since 1982. Buddy has created more than 50 individual virtual family offices, providing family fiduciaries, family members, and their most trusted advisors with what they need to collaborate an...
Jacob Mattox is a Relationship Manager at Family Office Exchange (FOX). With roots in a family-owned oil/gas business tied to a family office, Jacob is aware of the breadth of issues family offices are responsible for solving each day. Whether the issues are long-term and strategic or short-term and tactical, Jacob is able to understand the big pic...
Today, I am pleased to welcome Matt Tobin, President and Chief Operating Officer for South Dakota Trust Company (SDTC) and President of SDTC Services. SDTC Services provides consulting and corporate services to the non-depository trust company industry, and as President, Matt is primarily responsible for managing the Company’s Private and Public Tr...
CLIENT Our client family (“Family”) has a well-established single-family office owned and operated solely for members of an ultra-high-net worth, multi-generational family. Current leadership has been serving the Family for twenty-plus years. The Family’s wealth is the result of a highly successful business enterprise (ongoing), as well...
The FOX Multi-Family Office Council (MFO) is comprised of chief executives of sophisticated multi-family offices of varying sizes and structures, all dedicated to the delivery of fully integrated wealth management solutions. This council collaboratively addresses the challenges of building profitable advisory businesses while influencing...
Share experiences and explore new ideas and strategies with an exclusive peer group of other family leaders. The Global Family Enterprise Council will both challenge and inspire you in your work to ensure your family’s capital reaches its full potential and elevate your professional and personal performance.
Today, I’m excited to welcome Amjed Saffarini, co-founder and CEO of Trove, a fast-growing, innovative firm which provides a broad array of family office services, including operations outsourcing, lifestyle management, business and tax advisory. Prior to Trove, Amjed was President at Kaplan, the leading global educational services company, and co-...