Family Office Best Practices

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Technology in the Family Office: Navigating New Solutions
The rapid changes in technology are all around us and the latest financial technology developments feature in the news daily.  But what does it mean to the family office? What developments
2015 FOX Family Office Benchmarking Survey Highlights
Are you doing everything you can to attract and retain quality talent? Is your compensation plan competitive? Please join principal researcher, Jane Flanagan and Bruce Benesh, Partner Grant Thornton
Making the Right Hire-Thinking More Broadly About What's Important in the Recruiting Process
Great companies are made of great people. Yet all too often we read about—or experience—the negative impact of a bad hire. Money, productivity, client success and staff morale can all suffer. Of
2015 FOX Family Office Compensation & Benefits Report
Is your compensation and benefits plan competitive? Are you doing everything you can to attract and retain qualified family office talent that you need?The 2015 FOX Family Office Compensation &
Managing Culture with the Clarity, Behavior & Results You Need
Culture is a hot topic. It was the Merriam-Webster “Word of the Year” in 2014 and it’s particularly critical in family offices. Learn the family office culture fundamentals that are often overlooked
Regulatory Challenges for the PFTC in the FATCA/FINRA Era
As the use and acceptance of Private Family Trust Companies (PFTCs) proliferates, there is renewed interest in their associated regulatory issues and challenges—especially in the Foreign Account Tax
Social Media: The New Liability Frontier
According to Socialnomics, more than 58 million Americans use social networking sites several times per day. With this in mind, social media has created a new sense of reality—a reality that its
Accounting Technology in the Small to Medium Family Office
Selecting the appropriate accounting software is one of the most challenging IT decisions for a firm. Yet many enter the process without having a full understanding of their business/technical
Reinventing the Performance Review
What’s the key to ensuring a high-functioning organization? Getting the right people engaged in the right activities to have the most impact on your business and the families you serve. Kelley and
Before the Data Breach: Planning Ahead to Minimize Risk
One of the top issues identified by FOX members…family office executives, family members and advisors…is managing data security.  In an environment where technology evolves daily and new types