Family Office Best Practices

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Considering a Change?: Insight on Bank Custody and Agreements
Custody of assets is a serious issue for investors and raises many considerations besides the safekeeping of assets.  Listen into this webinar to hear the current landscape affecting custodians
Protection of Fine Art Collections: Security and Risk Management
While art can imbue an otherworldly experience, there are real world issues to be addressed when collecting art to ensure its protection and survival for future generations.  Join this webinar
FOX Family Office Benchmarking™ Board Report - 2012
This overview of the 2012 FOX Family Office Benchmarking™ Board Report  is a tool designed to aid family office board members and executives in reviewing their organization’s
FOX Consulting: Empowering the Board to Evaluate Family Office Performance
Evaluating the cost and value of the family office is one of the family office board’s most important responsibilities.  Making this happen each year is a challenge.  FOX Family Office
Accounting Practices: Do You Have an Effective Internal Control Program?
One of the most important roles of a family office is that of family risk manager.  There are many risks facing wealthy families and family offices should establish and maintain an effective
Working Together for Common Purpose: The First National Study of Family Philanthropy Through the Family Office
National Center for Family Philanthropy in collaboration with FOX and Threshold Group
This first national study explores the topic of family philanthropy through the family office including opportunities and challenges, perspectives and experiences of practitioners and family members
Recasting Financial Reports: Innovations in Family Office Reporting
Effective financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make knowledgeable decisions about their future.  View this webinar to
Financial Reporting in the Family Office: Elevating the Conversation
Family Office Exchange
Financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make fully informed decisions about their future. However, creating meaningful reports
FOX Insights: New Thinking in Family Wealth
Family Office Exchange
FOX Insights contains condensed versions of some of the best and most popular research and presentations offered by FOX during the past year. If you can only afford to read one FOX publication this
Family Offices and Compensation: Evolution of the Dynamic Duo
Compensation cost is a significant expense for family offices, accounting for approximately 60% of a family office budget. It is critical to the success of a family office to not only hire the right