Wealth owners, family office executives and advisors globally rely on Family Office Exchange as their trusted, go-to resource for insight and best practices for managing family wealth.
In the News Advocacy group hails passage of financial regulatory reform legislation The new UK coalition government will create a new regulator of the nation’s financial firms.
FOX Global Family Forum 13-14 September
London Learn more FOX Fall Forum 18-20 October
Chicago Learn more
Family members often oppose proposed sales to outsiders because they think they should have the chance to take over the business. Proper planning can minimize family squabbles and ensure smoother business transitions.
Families need to learn how to talk about money openly and participate together in saving, spending and giving. The result: a greater ability for the next generation to use its wealth responsibly and an increased likelihood that family values will endure for generations.
Wealth owners face a variety of risks, many of which could be mitigated or possibly even eliminated. View a replay of a webinar on private investigative services and their role in a host of circumstances.
Explore Member Programs
More than ever, family office executives need fair, accurate and thorough assessments of their offices to enhance day-to-day performance and to quantify return on office investment for families. Learn more about Family Office Benchmarking.
Family Office Exchange members enjoy access to one of the most comprehensive selections of research reports in the industry. View summaries of recent research, developed expressly for members’ needs.
Kelin Gersick, Ph.D., comments on the benefits of teaching succeeding generations to be engaged owners and not just stewards of the family legacy.
