One of 2009’s most popular articles explores family offices as a trusted, long-term partner, integrating investment expertise with trust and estate planning, tax management, family governance, accounting and other skills required for sustaining family wealth for generations. View Article |
|
| FOX offers more than two dozen opportunities annually for members to network and share best practices and other information with their peers. Learn more about FOX’s Global Family Forum, the first of four major events occurring this year. |
|
|
Best Practice #48:
Periodic Assessment of Client Satisfaction
The family office conducts client satisfaction surveys at regular intervals to gather feedback on office performance. Office management reviews these results with the governing board and the family at large and adjusts the service offering and/or strategic plan as appropriate.
Source: FOX 50 Best Practices for an Enduring Family Enterprise
|
|
Family offices surveyed by FOX identify their biggest concerns as investment strategy risks (37%), the economy and financial markets (26%), and financial constraints (16%).
|
|
|
Anna Nichols,
Director, Research
April 15-16
Celebration, FL
|
|
|
| |
|
Hear what members and industry leaders
have to say about FOX.
|
|
|
