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Your fellow FOX members have contributed these technology operations and data security tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. If you have developed sample planning tools, templates, or practices that you think will...

Your fellow FOX members have contributed these human capital tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, please submit your ...

Your fellow FOX members have contributed these document management tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, please submit...

Your fellow FOX members have contributed these human capital tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, please submit your ...

Your fellow FOX members have contributed these travel planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. If you have developed sample planning tools, templates, or practices that you think will be of interest to other...

Your fellow FOX members have contributed these financial statements and reporting documents. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. For additional examples, see Financial Reporting in the Family Office: Elevating the Conversation a...

Your fellow FOX members have contributed these human capital tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, please submit your ...

Your fellow FOX members have contributed these personal security and safety planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other famil...

Your fellow FOX members have contributed the sample confidentiality agreements found here. We hope these save you time.

Your fellow FOX members have contributed these sample family office service and management agreements. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other famili...

Your fellow FOX members have contributed these sample corporate and legal planning documents and tools. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. If you have developed sample planning tools, templates, or practices that you think will b...