The FOX Family Office Design Workshop for U.S. and International Families covers basic principles of a well-run family office and provides tools and techniques to create, run and professionalize the office.
Plus, an extra day provides a foundation for exploration for embedded family offices and those still unsure if they want to create their own office vs. partnering with an outside firm.
Attend to learn the basics or get a refresher on how to improve operations of an early-stage office and take your office, or the one you are planning, to the next level. With nearly 30 years of collective intelligence, FOX will share best practices regarding what steps to take, when to take them, and how to avoid costly mistakes and setbacks. The workshop will also include time for sharing and discussion about the questions most relevant to attendees.
"This workshop provides a great overview and understanding of what a family office is, how other family offices apply best practices, and the challenges/focuses they face.”
- Past Workshop Attendee
Who Should Attend
Ideal for new family office executives, family members considering starting a family office, or individuals looking to improve operations of an early-stage family office.
- June 25: Family Office/MFO Exploration (“Do We Want a Single-Family Office?”)
- June 26-28: Global Family Office Design (“Yes, We Want an Office, But How?”)
What to expect
- Discover if a dedicated single-family office is right for you, and explore other options
- Understand the critical dimensions of a family office
- Review the range of services that can be provided
- Explore the talent and team structure needed to run an office
- Gain insights into operational challenges and technology solutions
- Learn about the cost of running an office
- Identify methods for oversight
- Discuss global and regional differences that may impact the design and operations
- Review case studies and best practices
Workshop-at-a-Glance
The workshop includes FOX proprietary concepts, practical solutions, and data from our recent family office benchmarking survey. The program will be interactive, including presentations, case studies, discussion, and networking with your peers to share individual experiences.
Customized Complexity Report:
As pre-work for the workshop, you will complete a Family Complexity Profile (1 per family.) We will then prepare a personalized Complexity Report, showing how you compare to over 180 other peer families, helping you to better understand what in particular makes your family enterprise complex, and where you may need to allocate resources to effectively manage their wealth. We will target workshop content to the participating families based on this information.