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As advisors, it is second nature to ensure that families have a transition plan in place for the future. So, why don’t more firms apply the best practices they advise for families into the
Wealth brings vast opportunities to families, but also vast challenges. Families wish to motivate children with wealth and to foster independence vs. dependence, but often families are faced with
Just as every family office is as unique as the family it serves, the office’s technology is driven by the priorities and needs of its clients. There is no one right answer when it comes to
In this second report from our 2013 FOX Family Office Benchmarking™ series, family office executives report that truly integrated, flexible and affordable software solutions remain elusive.The survey
Every family faces a time when for one reason or another individual family members have to learn how to live off a finite level of wealth. Whether that necessity is prompted by the termination of a
Life Insurance is a valuable planning tool for families that is too often comprised of a patchwork of policies purchased from an assortment of agents and owned by an ensemble of entities.
One of the most highly valued services provided by FOX is our annual family office benchmarking study and associated reports that we provide to family offices. In this program you will learn
With all of the news about foreign state intrusions into U.S. systems, it’s easy to forget that there are other risks. Family offices and wealth advisors are more likely to be targeted by
One of the largest areas of complexity and one that creates a great challenge for family offices is timely and accurate reporting. External providers, like custodians, investment managers, and
To be successful, the family office and the family itself must be aligned in their objectives with clear definition of roles for each. Join us for this webinar as we define roles and