Family Office Best Practices

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Planning for Family Real Estate
A cherished beach house, lakeside cottage, mountain retreat, ranch, or other vacation property can foster deep emotional ties for families, creating unique opportunities and challenges over multiple
Should Your Family Office Consider a Group Excess Program?
BKS Partners
Families spend a lifetime building a legacy and tragically, just one lawsuit can place that legacy in jeopardy. Without that critical layer of personal liability insurance, your are at risk.
Family Office Best Practices
NEPC
While each family office is unique, there are commonalities that unite them. And the successful and high-functioning family offices are often the results of following best practices around six key
Why is the Family Office Model Becoming More Prevalent?
PwC
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
2019 State of the Family Office Industry
The FOX Family Office Study is intended to empower family leaders and family office executives to understand important metrics to measure family office value, identify areas for improvement, and plan
FOX Public Webinar: FOX Trends & Insights 2019
Family Office Exchange is committed to identifying trends and issues that have immediate and future impact on families of wealth. In this session, new FOX President Bill Sullivan and Chief Operating
Soar with Private Flight
BMO Family Office
Roughly 15% of ultra-high net worth individuals worldwide rely on private aircraft for most personal and business flights. When weighing your options on aircraft ownership, there are pros and cons
Tools and Strategies for Navigating Difficult Conversations
One of – if not THE – most essential skills necessary in our profession is the ability to influence the outcome of our interactions with clients and colleagues. Ultimately, we need to be aware of the
Capturing Opportunity and Managing Risk in the Next Decade
Family Office Exchange
A new FOX study, “Capturing Opportunity and Managing Risk in the Next Decade,” is now available for members who are interested in taking a proactive approach to risk management across the enterprise
From Wellness to Peak Performance
HUB International Personal Insurance
More organizations are rethinking their existing wellness programs to create a true culture of health that supports employees’ personal health goals while improving the performance of the