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10153 results found
Embracing Generative AI in Family Offices: A Thoughtful Approach
Publish Date:
Jul 10 2024

By Wendy McCoy, Chief Strategist As an early advocate for AI-enhanced solutions during my time at IBM, it's surprising to suggest that family offices carefully consider the deployment of cutting-edge AI tools. While these tools can certainly support lean staffing models managing vast amounts of data, it's crucial to assess the specific type of A...

2024 Building an Enduring Enterprise Family Workshop
Publish Date:
Apr 30 2024

REGISTER Click on the button above or use this link to register for the program. If you would like more information, or to let us know you are interested, email us at events@familyoffice.com

Developing a Strategy for the Future
Publish Date:
Dec 14 2012

Your family needs a long-term planWe can help create a roadmap for the future, including:Development of family goalsAction steps and recommendations for family continuity and wealth sustainabilityLet us help facilitate a discussion among the family group to reach consense on next steps.

Family Leadership Succession
Publish Date:
Dec 14 2012

Our family's leaders are stepping down. What should we do?We help families view leadership succession as a continuous process, not an event.By working through each of the important process steps, successful families are able to develop smooth transitions that are sustainable for the long term.[insert graphic]

Educating Family Leaders and the Next Generation
Publish Date:
Dec 14 2012

Family Office 101[describe objectives]Designing an Education Program[describe objectives, link to FGFE]Family Enterprise Best Practices[describe objectives, link to 50 BP]

Designing a Family Office
Publish Date:
Dec 06 2012

[Cross-promote with FO 101 workshop][Cross-promote with: https://www.familyoffice.com/understanding-family-office/starting-family-office]

Managing New Liquidity
Publish Date:
Dec 06 2012

We just sold our business. Now what?[need to understand your needs, options, etc] Design a Family Office Select a Wealth Advisor

FOX Talent Bank
Publish Date:
Nov 16 2012

What is the FOX Talent Bank?The FOX Talent Bank is a place for candidates to find employment opportunities with FOX members and other firms in the private wealth industry. Visit the FOX Talent BankSearch positionsSearch candidate resumes (members only)Post an opportunityPost your resume (you must be a FOX member or Public Network Use...

Post an Opportunity in the FOX Talent Bank
Publish Date:
Nov 16 2012

FOX MembersMembers are entitled to post two opportunities a year. Additional opportunities may be posted for a fee. Members Post a Job Non-MembersNon-members may post opportunities in the private wealth space for a fee. Submit your posting now and we will contact you about payment prior to publishing.Non-Members Post a Job

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Publish Date:
Nov 09 2012

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