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< New Accounting Firm
When a mature family office wanted to outsource its entire accounting function, they turned to FOX for guidance and recommendations. A family office that has been in existence for six years wanted to streamline its accounting activities by working with an A-level accounting firm to handle all of their accounting needs.
The FOX team followed a specific process to ensure all angles were covered when making the final recommendation. First, we held an initial assessment conversation and submitted an initial list of potential accounting firm providers. Second, leveraging our connections with current FOX members, we reached out to the community of family office members to obtain recommendations for best-in-class providers. Finally, we brought the Family into the process of deciding on the final provider using a specific set of decision criteria.
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