If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, please submit your resource here.
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.
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.
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.
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 death and estate settlement tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.
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.
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.
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 and the Best Practices in Reporting Toolkit.
Your fellow FOX members have contributed these investment 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.
Your fellow FOX members have contributed these advisor evaluation and selection process tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.