Family Office Best Practices

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Commodity Futures Trading Commission Teleconference
On February 9, 2012, the Commodity Futures Trading Commission (“CFTC”) issued final rules eliminating a number of exclusions and exemptions relied on by commodity pool operators and commodity trading
2012 Estate Planning Update
Participate in this year’s estate planning update. This webinar is one of the most highly attended programs every year. Our speaker will share insights on recent legislative and regulatory
Effective Continuity Planning: The Life Blood of Sustaining Families
The key to effective continuity planning is, first and foremost, the family's understanding and commitment to the process and secondly, the integrity and design of family governance structures which
Highlights from the FOX Global Family Office Study 2011
Family Office Exchange
This report is an overview of the  2011 Family Office Exchange Global BenchmarkingTM Survey. FOX traditionally conducts this survey every third year and participation is strictly limited to
Getting the Job Done: Services in the Family Office
Providing wealth management services via a single family office takes on many forms from investment oversight to educating the next generation. On this webinar, FOX consultants discuss evaluating
Application of Best Practices: Insight From Two Family Office Executives
Two family office executives. Similar mindsets. Different demographics. Different circumstances. Join this webinar to hear two family office executives articulate how they run the family office like
The Cost of Complexity: Understanding Family Office Costs
Family Office Exchange
The number one driver of single family office costs is complexity, including the scope of services offered, size of the family, and entities served by the office.  This study examines the three
Drain or Sustain: Effective Governance and Family Sustainability Strategies for the Enterprising Family
Enterprising families have obviously been successful at building wealth, but they often falter when it comes to building human, social and intellectual capital. Join us for this program to learn
FOX Briefing: 2012 Salary Increases and Bonuses
Family Office Exchange
Containing costs and motivating key employees is a difficult balancing act. Keeping employees motivated can be especially challenging when family office executives are unable to offer the level
Benefit Survey Highlights
Family Office Exchange
Benefits are a perennial concern for FOX members, but increasing medical costs have caused many offices to revisit their plans and look for perspective when it comes to their cost. As a result, in