Family Businesses

Filters

How to Plan for Succession: Preserving, Protecting, and Passing on Wealth
BDO
The decisions made regarding ownership of the family office or closely-held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to
Session Replay: FOX Member Exchange - Adopting Work-From-Home for the Long Term, September 1, 2020
A live, interactive, discussion with FOX members on Adopting Work-From-Home for the Long Term. During this virtual event, members shared ideas, questions, and solutions for operating in the months
The Hidden Costs of QuickBooks
Sage Intacct
Most small businesses begin their financial lives using Intuit's QuickBooks, but if your business has moved beyond the entry level, your organization may be facing a number of challenges as you
The Resilience Playbook: From Recession to Recovery and Beyond
BDO
The world has changed since COVID-19, and the most successful companies will use this time to review their long-term strategy, competitive advantages, and organizational agility. This playbook lists
Business Continuity Planning and Checklist
Rehmann
Taking a risk assessment is a crucial part in developing a business continuity plan. In this podcast, learn more about the critical activities that can help your business continue the normal, day-to-
What Will the Future Hold for Your Family?
Sara Hamilton
During these uncertain times, FOX wants to assist family leaders to better understand how the crisis events of 2020 are affecting family members. It is clear recent events will impact our society,
Insurance Program Evaluation and Request for Proposal (RFP) Process
AIG Private Client Group
When evaluating and trying to find the right insurance advisor or company, it helps to have a map outlining the RFP process and a checklist of best practices. Learn where to start in your search and
Checklist of Critical Issues for Businesses
Family Office Exchange
In time of crisis, it’s crucial to keep your focus and priorities straight, while ensuring all stakeholders are informed. Consider the following as you steer your family and business through
Crisis Checklist: Critical Family Office Considerations
Family Office Exchange
We hope you and your families are safe and healthy as we navigate this challenging time together. FOX stands ready to help you. As place to start, our Crisis Checklist for the Family Office
2020 FOX Foresight - Cultivate Family Readiness for Change
Family Office Exchange
Cultivate Family Readiness for ChangeOften, people say they’re ready for change, but are they really? If you’re contemplating a family system change, make sure you understand the various readiness