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Leveraging FOX proprietary benchmarking research, Charlie Grace, Managing Director at Family Office Exchange, will present data and concepts related to family office costs including wealth management services. He will also cover the important relationship between costs and complexity, as well as techniques for weighing cost vs. value.

One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler, Managing Director of the Investor Market, joins us to provide highlights of what we learned in the 2019 Global Investment Survey. She will guide us through the survey results, including sharing ...

During this webinar, Kristi Kuechler will discuss how family office are forging ahead despite volatility and uncertainty in the markets– increasing their appetite for direct investments in real estate and operating businesses - as they continue to reassess the more traditional approaches to building investment portfolios.

A family office is structured by default rather than by design. In most cases, it is set up to serve the immediate needs of the founder and a limited number of family members. As the family grows, mandates change. How do you ensure that the family office is equipped to handle these new demands? Do you outsource? Partner? Expand?Join us for an...

Every family is challenged to find ways to engage the rising generation in learning about the family enterprise and how to live well with their wealth. Those who have had the most success have found fun, experiential ways to “meet each learner in the family where he/she is” in terms of interest, aptitude, and experience with a mix of one-on-o...

People make the difference and getting the right talent in place is crucial for any organization. Indeed, in a family office, there is no place to hide. In this session, we’ll focus on both the art and science of effective selection and promotion decision-making. We will consider the role, related culture, and family expectations to deve...

Evidence suggests that good communication is a cornerstone of successful wealth transfer among families, and that family meetings are a good platform for communication. Is there such a thing as “bad” communication or a “bad” family meeting? How does one undertake the good and avoid the bad? Join us for some best practices, important tips and ...

Many ultra wealthy families experience a steady flow of incoming donation requests – from friends, other family members, colleagues, even strangers – and saying “no” can be difficult. But just because you can afford to say “yes” doesn’t mean you should.Defining your philanthropic mission and associated giving parameters (which includes saying “no” ...

Having a wealth strategy and making sure there is alignment between the family and the family office as part of the execution of that strategy is critical. With a clear strategy and alignment the chance for the office to meet goals and achieve success is enhanced. To make that happen, oversight of the family office must be well articulated and unde...

Having a wealth strategy and making sure there is alignment between the family and the family office as part of the execution of that strategy is critical. With a clear strategy and alignment the chance for the office to meet goals and achieve success is enhanced. To make that happen, oversight of the family office must be well articulated and unde...

Advisors grew their revenues in 2018 despite volatile markets where municipal bonds were the best performing asset class. What are leading providers doing that allows them to grow in less than optimal markets? What are the new and continuing trends in the ultra-wealth market? FOX managing directors David Toth and Karen Rush will frame the issu...

There is a lot of hype (and frankly a lot of nonsense) surrounding the so-called "blockchain revolution." But with firms like Fidelity, JPMorgan, and Facebook getting involved -- and institutions like Yale, Harvard, and MIT investing -- there must be something real there. In this session, Bitwise's Global Head of Research, Matt Hougan, will e...

More and more families are looking to ensure that their philosophy and values align with their goals in creating trusts. A results-oriented trust is one that has been particularly designed as a tool to encourage beneficiaries’ behaviors in their realms of work, charity and socially responsible choices. Often times beneficiaries feel guil...

Families who share in the ownership of diverse assets will benefit from developing a broad-based framework for planning their future together, which FOX defines as Family Enterprise Thinking. Families are strengthened from identifying their common interests, knowing what holds them together, and sharing a multi-generational vision. This webinar wil...

As families and business grow and become more complex, family governance structures are created to ensure the success of the family enterprise and the preservation of the family and its legacy. But, how do you ensure the success of your governance plan? From practical aspects like running effective meetings to keeping the family engaged while...