Opening Remarks - Alexandre Monnier
Publish Date:
Oct 23 2014
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Luncheon - Speaker Adam Braun - The Promise of a Pencil
Publish Date:
Oct 23 2014
As a student, Adam Braun, was inspired by a film to travel to developing countries to see poverty firsthand. In India, he asked a boy he encountered what he wanted most. The reply stunned him: "a pencil." Braun gave the boy his pencil and never forgot how his face lit up. He returned home with a goal of starting an organization to r...
Industry Trends Discussion
Publish Date:
Oct 23 2014
Working Toward Collaboration and Collective Impact
Publish Date:
Oct 23 2014
For the past 25 years, FOX has been at the forefront of identifying trends and best practices driving growth and change within the private wealth industry. Sara Hamilton will identify key opportunities for enterprising families in a global economy, describe trends that are changing the landscape, and share insight into what the next generation of l...
How To Make Governance Meaningful to Family Members
Publish Date:
Oct 23 2014
One of the most difficult things for family leaders to convey to younger owners is the relevance and complexity of family governance. Using our recently completed Family Learning Module, Charlie Grace will provide an overview on governance concepts, and he will show you how to highlight the most important concepts to make the decision-making proces...
Results from the 2014 FOX SFO Benchmarking Study
Publish Date:
Oct 23 2014
Please join FOX senior managers Jane Flanagan and Mariann Mihailidis to learn about the key findings from the 2014 FOX Benchmarking Study with highlights from the following best practice areas: Oversight and Governance, Complexity and Cost, Wealth Sustainability, Owner Engagement and Education, Client and Staff Satisfaction. FOX has conducted a pee...
Reporting Realities: Overcoming Today’s Biggest Challenges
Publish Date:
Jul 22 2014
To make decisions about the future, families need reports that provide a full view of their integrated risk exposure and their allocation across all family entities. Yet such aggregate reports remain the elusive Holy Grail of our industry. It is often promised by product providers, but product capabilities often still fall short of expectations. On...
Don’t Start at Square One – Implementing Technology
Publish Date:
Jul 22 2014
Join this session to hear a family office’s first-hand account of implementing new general ledger and CRM technologies. The Duchossois Group family office joins consultants from Infograte, Hale Solutions and Sikich LLP to share highlights and lessons learned from the project.
Technology Trends: The Next Wave of Innovation and How it Impacts the Family Office
Publish Date:
Jul 17 2013
Craig Cook of Oakbrook Solutions and Mark Rogozinski of RockIT looked at how progress is impacting back-office operations in the areas of strategy, standardization, reporting and cloud technology as well as the trends that are uppermost in the minds of family office executives.Key takeaways include:Compliance/reporting a top challenge for family of...
FOX Technology Survey Results
Publish Date:
Jul 17 2013
This session previewed new Family Office Exchange research on family office technology with a look at current software solutions, technology budgets, biggest technology challenges and plans for the future. FOX Senior Consultant Jane Flanagan led the discussion.Key takeaways include:Only 21% of single family offices have a dedicated IT person on sta...
Jump Starting Strategic Planning with the Family Risk Roadmap
Publish Date:
Oct 22 2012
Launching an effective family enterprise plan can be a daunting task yet it is essential to the long term sustainability of the family and its wealth. This 2012 FOX Fall Forum session detailed a framework for understanding the planning process and explored the changing risk environment for wealthy families.Some highlights include:Simply stated...
Selecting a Trustee: Five Steps to a Successful Relationship
Publish Date:
Oct 23 2012
The trustee and beneficiary relationship has great potential to be personally rewarding for both parties. It can also be very challenging. The path for success starts with some crucial conversations about what’s involved in the trustee role. This 2012 FOX Fall Forum session looked at the critical steps grantors, beneficiaries and trustees must...
Developing a Roadmap for Successful Family Leadership Transitions
Publish Date:
Oct 23 2012
Leadership succession is perhaps the most uniquely challenging issue a family faces. It transcends the business of wealth management to touch on personal issues of family dynamics and engagement. It is for this reason that you need a clear, transparent and understandable plan for making a change in leadership, one that helps you balance preserving ...
Empowering the Board to Evaluate Performance
Publish Date:
Oct 23 2012
A challenge for many wealth owners is understanding how to assess the costs and value of the family office. This 2012 FOX Fall Forum session provided family members and family office executives a framework to determine and communicate seven critical issues managed through the family officeand featured highlights from the FOX 2012 family office...
2019 FOX Foresight: Managing Complexity With a Private Trust Company Structure
Publish Date:
Jan 29 2019
The family enterprise provides a strategic framework for families to stay together and accomplish the shared goals of growing wealth and managing risks through the generations. Within the enterprise, the Private Trust Company (the PTC) provides a beneficial mechanism to support the enterprise and the family’s growth and development. In addition to ...