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Family offices may take on a variety of roles in service to the family, so it is essential that there is a strategy that helps frame the office’s purpose and an overarching plan to help align and execute against diverse interests. The panel will cover three key areas during this session: 1) Share critical questions to ask and answer when designing ...

Get up to speed on the latest results and relevant themes from FOX's Family Office Benchmarking Survey, Global Investment Survey, and Multi-Family Office Survey. Hilary Leav, Director, Insights & Research, FOX David Toth, President, Membership, FOX

Role definition and preparation is a common challenge for families looking to integrate rising family members into the enterprise. Solving this challenge leads to higher rising gen participation and increased in-law engagement within the family. Using competency-based assessments, families can predict the success of family members in specific roles...

Oftentimes, families struggle with a sense of fear and lack the clarity needed to address complexities of navigating change and growth. In this session, participants will learn an easy-to-implement framework on how to develop a greater sense of positive influence within the family system. Through an experiential learning process, you will gain conf...

This seminar will begin with trends discovered from FOX’s biennial family office benchmarking survey and will be supported by family office case studies to bring several of the trends to life. The case studies will be used to illustrate a variety of best practices and strategies that were identified in the survey. Josh Kanter, President, Chicago...

We invest a lot of time and energy figuring out the best way to pass wealth from one generation to the next. But how can anyone truly prepare for the practical realities of settling a family member’s estate while grieving and managing the impact of this loss on the family? This session will outline some of the things you can be thinking about now t...

Many families are not aware of important legal issues that affect their 18 – 21-year-old children. Parents are often so focused on the fact that the drinking age is 21 that they do not realize that their 18-year-olds are, for most other purposes, adults in the eyes of the law. Parents no longer have the same access to information or control over th...

Family offices continue to be the preferred way for ultra-high net worth individuals and families to manage assets and to support the goals and legacy of their family. But with more than 14,000 family offices across the globe facing new challenges and complexities, raising concerns about whether their operating model is providing the transparency a...

The unique and personalized nature of each Family Office can make it challenging to access benchmark remuneration data. Family Offices require a distinct skillset, incomparable to other working environments, and many professionals that Family Offices search to recruit are accustomed to a certain compensation structure. This informative report by KP...

Losing a loved one can be very difficult. Yet, as an executor, spouse, or family member, you need to take steps to ensure that your loved one's financial affairs are properly settled as part of the family’s end-of-life planning. To help with the process, this step-by-step guide outlines the key tasks, including selecting an executor, considering th...

With the participation of 150 unique family offices, this biennial and comprehensive report is designed to assist family office board members and executives in evaluating their compensation plans. Developed in collaboration with Grant Thornton, the report is divided into three main sections: governance structures, staff benefits, and detailed posit...

With the participation of 150 unique family offices, this biennial and comprehensive report is designed to assist family office board members and executives in evaluating their compensation plans. Developed in collaboration with Grant Thornton, the report is divided into three main sections: governance structures, staff benefits, and detailed posit...

The tremendous surge in wealth has made it more challenging to establish a sustainable and successful family office, as revealed in the 2023 FOX Family Office Benchmarking Study. However, this research brief shows that a sustainable family office can be within reach when there is thoughtful planning that incorporates three key ingredients...

Demonstrating the value of a family office is no small feat. The pressing priorities of an office often leave little room to fully grasp the impact of the work being done to fulfill the family’s vision. This 2021 FOX Family Office Study explored several key components of family office operations such as cost, governance structure, education, and ri...

Dr. Alexander Koeberle-Schmid, family business expert at PwC, has helped more than 100 entrepreneurial families from around the world navigate the complexities of communal investing. In this episode of The Family Business Voice podcast, Koeberle-Schmid speaks to Ramia M. El Agamy about the three fundamental requirements of a family office and the f...