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BMO FAMILY OFFICE
BMO Family Office offers a comprehensive suite of integrated resources to meet the challenges and opportunities of wealth, all proactively managed and coordinated by a central point of contact that is dedicated to ensuring our clients receive the highest quality adviceand service.
2021 FOX TECHNOLOGY SHOWCASE Join FOX at the second annual FOX Technology Showcase from June 15-17, 2021. FOX has expanded the former Family Office Showcase Technology Showcase into an independent virtual event featuring innovative sponsors offering solutions ranging from software to outsourcing andconsulting.
JOBS IN THE FOX MEMBER NETWORK About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
MAARTEN DE GROOT
Maarten de Groot is the CEO of single family office Eligius and he is Doctor of Philosophy (PhD) candidate at Vrije University Amsterdam, School of Business and Economics; focusing his research on family capital, family governance and wealth preservation. His research considers the role of the family office and the complexities ofnon-financial
SHOULD I CHOOSE A FAMILY MEMBER TO BE MY TRUSTEE? About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
2021 FOX VIRTUAL GLOBAL INVESTMENT FORUM PRESENTERS Before joining Albourne in 2009, Kristen worked at Waycrosse, Inc. Cargill and MacMillan Family Office (2006-2008) and Lacrosse Global Fund Services in the cash and collateral group (2008). Kristen is based in Minnesota and reports through Albourne's San Francisco office. Kristen holds a B.S.B. in Finance with High Distinction fromthe
WEALTH MANAGEMENT MARKETING STRATEGY March 2011. Recommended for: Sophisticated and emerging multi-family offices and wealth advisory firms. Marketing plays an increasingly important role in determining sales success for private wealth advisory firms. Many firms have enhanced their service offerings and have a compelling new “story” to tell. At the same time, newentrants
THE PROS AND CONS OF USING A COMMERCIAL INSTITUTION AS It’s natural to want to choose a family member or someone you know well to serve as your trustee. However, it sometimes also makes sense to choose a professional trustee like a bank or trust company as the trustee or co-trustee. The Pros of Using an Institution to Be Your TrusteeSelecting an institution to serve as your trustee may help you avoid some of the problems that can occur when a 2017 FOX FINANCIAL EXECUTIVES FORUM PRESENTERS Cathy Molnar, Executive Director, CHS Management LLC (a single-family office) and FOX Executive Council '14 Member. Cathy Molnar is the Executive Director of CHS Management, LLC, a single-family office located in San Francisco. Prior to joining CHS Cathy was a shareholder and wealth manager at Wetherby Asset Management and a vice presidentat
FAMILY OFFICE EXCHANGEMEMBERSHIPTRENDS & INSIGHTSLEARNING PROGRAMSENTERPRISE FAMILIESADVISORY SERVICES Family Office Exchange supports wealthy families and their advisors in mastering the unique challenges of managing family wealth, operating family offices, and planning for future generations. Stronger families through learning and trusted relationships.BMO FAMILY OFFICE
BMO Family Office offers a comprehensive suite of integrated resources to meet the challenges and opportunities of wealth, all proactively managed and coordinated by a central point of contact that is dedicated to ensuring our clients receive the highest quality adviceand service.
2021 FOX TECHNOLOGY SHOWCASE Join FOX at the second annual FOX Technology Showcase from June 15-17, 2021. FOX has expanded the former Family Office Showcase Technology Showcase into an independent virtual event featuring innovative sponsors offering solutions ranging from software to outsourcing andconsulting.
JOBS IN THE FOX MEMBER NETWORK About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
MAARTEN DE GROOT
Maarten de Groot is the CEO of single family office Eligius and he is Doctor of Philosophy (PhD) candidate at Vrije University Amsterdam, School of Business and Economics; focusing his research on family capital, family governance and wealth preservation. His research considers the role of the family office and the complexities ofnon-financial
SHOULD I CHOOSE A FAMILY MEMBER TO BE MY TRUSTEE? About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
2021 FOX VIRTUAL GLOBAL INVESTMENT FORUM PRESENTERS Before joining Albourne in 2009, Kristen worked at Waycrosse, Inc. Cargill and MacMillan Family Office (2006-2008) and Lacrosse Global Fund Services in the cash and collateral group (2008). Kristen is based in Minnesota and reports through Albourne's San Francisco office. Kristen holds a B.S.B. in Finance with High Distinction fromthe
WEALTH MANAGEMENT MARKETING STRATEGY March 2011. Recommended for: Sophisticated and emerging multi-family offices and wealth advisory firms. Marketing plays an increasingly important role in determining sales success for private wealth advisory firms. Many firms have enhanced their service offerings and have a compelling new “story” to tell. At the same time, newentrants
THE PROS AND CONS OF USING A COMMERCIAL INSTITUTION AS It’s natural to want to choose a family member or someone you know well to serve as your trustee. However, it sometimes also makes sense to choose a professional trustee like a bank or trust company as the trustee or co-trustee. The Pros of Using an Institution to Be Your TrusteeSelecting an institution to serve as your trustee may help you avoid some of the problems that can occur when a 2017 FOX FINANCIAL EXECUTIVES FORUM PRESENTERS Cathy Molnar, Executive Director, CHS Management LLC (a single-family office) and FOX Executive Council '14 Member. Cathy Molnar is the Executive Director of CHS Management, LLC, a single-family office located in San Francisco. Prior to joining CHS Cathy was a shareholder and wealth manager at Wetherby Asset Management and a vice presidentat
TYPES OF FAMILY OFFICES About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
10 REASONS TO START A FAMILY OFFICE I have been traveling in the US and abroad lately, meeting successful business owning families who feel that they have “become bigger than their business”. They realize that, in addition to the family business, they need to start to focus on the “business of family.” Many are pondering how to evolve to a family enterprise mindset and whether it makes sense to set up a family office. TEN DYNAMIC FORCES FOR CHANGE (2021) Each year brings new possibilities – and 2021 is no different. Emerging from the pandemic. Deepening social change. More predictable U.S.politics. The way we see it, 2021 will be a year many families turn optimistic and begin to act on rising opportunities.And while much remains uncertain, some changes are already either steaming ahead, or emergent on the horizon. THE PRIVATE INVESTMENT OPPORTUNITY Private equity has been an established asset class for institutional and private investors for well over two decades. The potential for outsize returns and exposure to the most exciting and innovative companies continues to drive investors toward the asset class. CHARTERED FAMILY TRUST COMPANY CONSIDERATIONS AND Wyoming is one of two states that permits both chartered, or regulated, and unchartered, or unregulated, private family trustcompanies (PTCs).
INFLATION AND REAL ASSETS Recent government spending and loose monetary policy have raised near-term inflation concerns for investors and asset manager. TIME TO BET AGAINST THE US DOLLAR? We are currently experiencing one of the longest periods of U.S. dollar strength in the last 50 years, leading some to question if it’s time for a reversal. Learn what drives the dollar and how it impacts various asset classes and influence portfolio positioning. SCHWAB CHARITABLE GIVING GUIDE The purpose of this Guide is to provide donors like you with a comprehensive resource—including a giving planner based on the completion of eight decision-point activities—to help maximize the impact of your philanthropic giving. CAPITAL CONSIDERATIONS PODCAST: WEALTH MANAGEMENT INDUSTRY With each challenge comes the opportunity to reevaluate and do better. This was supremely evident in 2020, as the COVID pandemic brought about a sea change in the way business is done. PREPARING FOR THE FOX TECHNOLOGY SHOWCASE, JUNE 15-17 Today’s blog post is focused on preparing for the technology demonstrations that are taking place during the technology showcase. By now, you probably have an idea of which demos you would like to attend based on the needs of your family office. I have a few general tips to help you get the most out of the demos, as well as a longer, downloadable checklist that you can use to dig into more FAMILY OFFICE EXCHANGEMEMBERSHIPTRENDS & INSIGHTSLEARNING PROGRAMSENTERPRISE FAMILIESADVISORY SERVICES Family Office Exchange supports wealthy families and their advisors in mastering the unique challenges of managing family wealth, operating family offices, and planning for future generations. Stronger families through learning and trusted relationships. THE FAMILY OFFICE QUICK GUIDE A family office is the organization a family creates, often after the sale of a family business or another significant liquidity event, to support the financial needs of a specific family. Every family office is as unique as the family it serves. Family offices can provide a wide range of services, including: TYPES OF FAMILY OFFICES About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
BMO FAMILY OFFICE
BMO Family Office offers a comprehensive suite of integrated resources to meet the challenges and opportunities of wealth, all proactively managed and coordinated by a central point of contact that is dedicated to ensuring our clients receive the highest quality adviceand service.
JOBS IN THE FOX MEMBER NETWORK About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
2021 FOX TECHNOLOGY SHOWCASE Join FOX at the second annual FOX Technology Showcase from June 15-17, 2021. FOX has expanded the former Family Office Showcase Technology Showcase into an independent virtual event featuring innovative sponsors offering solutions ranging from software to outsourcing andconsulting.
MAARTEN DE GROOT
Maarten de Groot is the CEO of single family office Eligius and he is Doctor of Philosophy (PhD) candidate at Vrije University Amsterdam, School of Business and Economics; focusing his research on family capital, family governance and wealth preservation. His research considers the role of the family office and the complexities ofnon-financial
SHOULD I CHOOSE A FAMILY MEMBER TO BE MY TRUSTEE? About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
2021 FOX VIRTUAL GLOBAL INVESTMENT FORUM PRESENTERS Before joining Albourne in 2009, Kristen worked at Waycrosse, Inc. Cargill and MacMillan Family Office (2006-2008) and Lacrosse Global Fund Services in the cash and collateral group (2008). Kristen is based in Minnesota and reports through Albourne's San Francisco office. Kristen holds a B.S.B. in Finance with High Distinction fromthe
JONATHAN TUNNER
Jonathan Tunner is the director of private investment opportunities at FOX. Jonathan serves as a relationship manager and thought leader helping to develop and execute strategies designed to meet the needs of families across all markets active in direct investing. In his role, Jonathan builds and supports the strategic network of familieswho
FAMILY OFFICE EXCHANGEMEMBERSHIPTRENDS & INSIGHTSLEARNING PROGRAMSENTERPRISE FAMILIESADVISORY SERVICES Family Office Exchange supports wealthy families and their advisors in mastering the unique challenges of managing family wealth, operating family offices, and planning for future generations. Stronger families through learning and trusted relationships. THE FAMILY OFFICE QUICK GUIDE A family office is the organization a family creates, often after the sale of a family business or another significant liquidity event, to support the financial needs of a specific family. Every family office is as unique as the family it serves. Family offices can provide a wide range of services, including: TYPES OF FAMILY OFFICES About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
BMO FAMILY OFFICE
BMO Family Office offers a comprehensive suite of integrated resources to meet the challenges and opportunities of wealth, all proactively managed and coordinated by a central point of contact that is dedicated to ensuring our clients receive the highest quality adviceand service.
LIST OF FAMILY OFFICE SERVICES About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
TYPES OF FAMILY OFFICES About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
STARTING A FAMILY OFFICE About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
USER ACCOUNT
About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
10 REASONS TO START A FAMILY OFFICE I have been traveling in the US and abroad lately, meeting successful business owning families who feel that they have “become bigger than their business”. They realize that, in addition to the family business, they need to start to focus on the “business of family.” Many are pondering how to evolve to a family enterprise mindset and whether it makes sense to set up a family office.FAMILY OFFICE COSTS
About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
FORUMS | FAMILY OFFICE EXCHANGE About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
CAPITAL CONSIDERATIONS PODCAST: WEALTH MANAGEMENT INDUSTRY With each challenge comes the opportunity to reevaluate and do better. This was supremely evident in 2020, as the COVID pandemic brought about a sea change in the way business is done. INFLATION AND REAL ASSETS Recent government spending and loose monetary policy have raised near-term inflation concerns for investors and asset manager. FIVE STEPS TO CONSIDER WHEN CREATING A PRENUP Couples nearing marriage often confront challenging questions and must make difficult decisions around complex, emotionally charged issues. Somewhere in the process of sorting out financial and estate planning decisions, the question on whether to have a prenuptial agreement mayemerge.
FAMILY OFFICE EXCHANGEMEMBERSHIPTRENDS & INSIGHTSLEARNING PROGRAMSENTERPRISE FAMILIESADVISORY SERVICES Family Office Exchange supports wealthy families and their advisors in mastering the unique challenges of managing family wealth, operating family offices, and planning for future generations. Stronger families through learning and trusted relationships. THE FAMILY OFFICE QUICK GUIDE A family office is the organization a family creates, often after the sale of a family business or another significant liquidity event, to support the financial needs of a specific family. Every family office is as unique as the family it serves. Family offices can provide a wide range of services, including: TYPES OF FAMILY OFFICES About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
STARTING A FAMILY OFFICE About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
BMO FAMILY OFFICE
BMO Family Office offers a comprehensive suite of integrated resources to meet the challenges and opportunities of wealth, all proactively managed and coordinated by a central point of contact that is dedicated to ensuring our clients receive the highest quality adviceand service.
JOBS IN THE FOX MEMBER NETWORK About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
2021 FOX TECHNOLOGY SHOWCASE Join FOX at the second annual FOX Technology Showcase from June 15-17, 2021. FOX has expanded the former Family Office Showcase Technology Showcase into an independent virtual event featuring innovative sponsors offering solutions ranging from software to outsourcing andconsulting.
MAARTEN DE GROOT
Maarten de Groot is the CEO of single family office Eligius and he is Doctor of Philosophy (PhD) candidate at Vrije University Amsterdam, School of Business and Economics; focusing his research on family capital, family governance and wealth preservation. His research considers the role of the family office and the complexities ofnon-financial
SHOULD I CHOOSE A FAMILY MEMBER TO BE MY TRUSTEE? About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
2021 FOX VIRTUAL GLOBAL INVESTMENT FORUM PRESENTERS Before joining Albourne in 2009, Kristen worked at Waycrosse, Inc. Cargill and MacMillan Family Office (2006-2008) and Lacrosse Global Fund Services in the cash and collateral group (2008). Kristen is based in Minnesota and reports through Albourne's San Francisco office. Kristen holds a B.S.B. in Finance with High Distinction fromthe
FAMILY OFFICE EXCHANGEMEMBERSHIPTRENDS & INSIGHTSLEARNING PROGRAMSENTERPRISE FAMILIESADVISORY SERVICES Family Office Exchange supports wealthy families and their advisors in mastering the unique challenges of managing family wealth, operating family offices, and planning for future generations. Stronger families through learning and trusted relationships. THE FAMILY OFFICE QUICK GUIDE A family office is the organization a family creates, often after the sale of a family business or another significant liquidity event, to support the financial needs of a specific family. Every family office is as unique as the family it serves. Family offices can provide a wide range of services, including: TYPES OF FAMILY OFFICES About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
STARTING A FAMILY OFFICE About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
BMO FAMILY OFFICE
BMO Family Office offers a comprehensive suite of integrated resources to meet the challenges and opportunities of wealth, all proactively managed and coordinated by a central point of contact that is dedicated to ensuring our clients receive the highest quality adviceand service.
JOBS IN THE FOX MEMBER NETWORK About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
2021 FOX TECHNOLOGY SHOWCASE Join FOX at the second annual FOX Technology Showcase from June 15-17, 2021. FOX has expanded the former Family Office Showcase Technology Showcase into an independent virtual event featuring innovative sponsors offering solutions ranging from software to outsourcing andconsulting.
MAARTEN DE GROOT
Maarten de Groot is the CEO of single family office Eligius and he is Doctor of Philosophy (PhD) candidate at Vrije University Amsterdam, School of Business and Economics; focusing his research on family capital, family governance and wealth preservation. His research considers the role of the family office and the complexities ofnon-financial
SHOULD I CHOOSE A FAMILY MEMBER TO BE MY TRUSTEE? About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
2021 FOX VIRTUAL GLOBAL INVESTMENT FORUM PRESENTERS Before joining Albourne in 2009, Kristen worked at Waycrosse, Inc. Cargill and MacMillan Family Office (2006-2008) and Lacrosse Global Fund Services in the cash and collateral group (2008). Kristen is based in Minnesota and reports through Albourne's San Francisco office. Kristen holds a B.S.B. in Finance with High Distinction fromthe
LIST OF FAMILY OFFICE SERVICES About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
USER ACCOUNT
About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
STARTING A FAMILY OFFICE About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
10 REASONS TO START A FAMILY OFFICE I have been traveling in the US and abroad lately, meeting successful business owning families who feel that they have “become bigger than their business”. They realize that, in addition to the family business, they need to start to focus on the “business of family.” Many are pondering how to evolve to a family enterprise mindset and whether it makes sense to set up a family office.FAMILY OFFICE COSTS
About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
TEN DYNAMIC FORCES FOR CHANGE (2021) Each year brings new possibilities – and 2021 is no different. Emerging from the pandemic. Deepening social change. More predictable U.S.politics. The way we see it, 2021 will be a year many families turn optimistic and begin to act on rising opportunities.And while much remains uncertain, some changes are already either steaming ahead, or emergent on the horizon. 2021 ESTATE PLANNING UPDATE FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topic INFLATION AND REAL ASSETS Recent government spending and loose monetary policy have raised near-term inflation concerns for investors and asset manager. CAPITAL CONSIDERATIONS PODCAST: WEALTH MANAGEMENT INDUSTRY With each challenge comes the opportunity to reevaluate and do better. This was supremely evident in 2020, as the COVID pandemic brought about a sea change in the way business is done. FIVE STEPS TO CONSIDER WHEN CREATING A PRENUP Couples nearing marriage often confront challenging questions and must make difficult decisions around complex, emotionally charged issues. Somewhere in the process of sorting out financial and estate planning decisions, the question on whether to have a prenuptial agreement mayemerge.
FAMILY OFFICE EXCHANGEMEMBERSHIPTRENDS & INSIGHTSLEARNING PROGRAMSENTERPRISE FAMILIESADVISORY SERVICES Family Office Exchange supports wealthy families and their advisors in mastering the unique challenges of managing family wealth, operating family offices, and planning for future generations. Stronger families through learning and trusted relationships. TYPES OF FAMILY OFFICES About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
BMO FAMILY OFFICE
BMO Family Office offers a comprehensive suite of integrated resources to meet the challenges and opportunities of wealth, all proactively managed and coordinated by a central point of contact that is dedicated to ensuring our clients receive the highest quality adviceand service.
2021 FOX TECHNOLOGY SHOWCASE Join FOX at the second annual FOX Technology Showcase from June 15-17, 2021. FOX has expanded the former Family Office Showcase Technology Showcase into an independent virtual event featuring innovative sponsors offering solutions ranging from software to outsourcing andconsulting.
JOBS IN THE FOX MEMBER NETWORK About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
MAARTEN DE GROOT
Maarten de Groot is the CEO of single family office Eligius and he is Doctor of Philosophy (PhD) candidate at Vrije University Amsterdam, School of Business and Economics; focusing his research on family capital, family governance and wealth preservation. His research considers the role of the family office and the complexities ofnon-financial
SHOULD I CHOOSE A FAMILY MEMBER TO BE MY TRUSTEE? About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
2021 FOX VIRTUAL GLOBAL INVESTMENT FORUM PRESENTERS Before joining Albourne in 2009, Kristen worked at Waycrosse, Inc. Cargill and MacMillan Family Office (2006-2008) and Lacrosse Global Fund Services in the cash and collateral group (2008). Kristen is based in Minnesota and reports through Albourne's San Francisco office. Kristen holds a B.S.B. in Finance with High Distinction fromthe
WEALTH MANAGEMENT MARKETING STRATEGY March 2011. Recommended for: Sophisticated and emerging multi-family offices and wealth advisory firms. Marketing plays an increasingly important role in determining sales success for private wealth advisory firms. Many firms have enhanced their service offerings and have a compelling new “story” to tell. At the same time, newentrants
THE PROS AND CONS OF USING A COMMERCIAL INSTITUTION AS It’s natural to want to choose a family member or someone you know well to serve as your trustee. However, it sometimes also makes sense to choose a professional trustee like a bank or trust company as the trustee or co-trustee. The Pros of Using an Institution to Be Your TrusteeSelecting an institution to serve as your trustee may help you avoid some of the problems that can occur when a FAMILY OFFICE EXCHANGEMEMBERSHIPTRENDS & INSIGHTSLEARNING PROGRAMSENTERPRISE FAMILIESADVISORY SERVICES Family Office Exchange supports wealthy families and their advisors in mastering the unique challenges of managing family wealth, operating family offices, and planning for future generations. Stronger families through learning and trusted relationships. TYPES OF FAMILY OFFICES About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
BMO FAMILY OFFICE
BMO Family Office offers a comprehensive suite of integrated resources to meet the challenges and opportunities of wealth, all proactively managed and coordinated by a central point of contact that is dedicated to ensuring our clients receive the highest quality adviceand service.
2021 FOX TECHNOLOGY SHOWCASE Join FOX at the second annual FOX Technology Showcase from June 15-17, 2021. FOX has expanded the former Family Office Showcase Technology Showcase into an independent virtual event featuring innovative sponsors offering solutions ranging from software to outsourcing andconsulting.
JOBS IN THE FOX MEMBER NETWORK About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
MAARTEN DE GROOT
Maarten de Groot is the CEO of single family office Eligius and he is Doctor of Philosophy (PhD) candidate at Vrije University Amsterdam, School of Business and Economics; focusing his research on family capital, family governance and wealth preservation. His research considers the role of the family office and the complexities ofnon-financial
SHOULD I CHOOSE A FAMILY MEMBER TO BE MY TRUSTEE? About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
2021 FOX VIRTUAL GLOBAL INVESTMENT FORUM PRESENTERS Before joining Albourne in 2009, Kristen worked at Waycrosse, Inc. Cargill and MacMillan Family Office (2006-2008) and Lacrosse Global Fund Services in the cash and collateral group (2008). Kristen is based in Minnesota and reports through Albourne's San Francisco office. Kristen holds a B.S.B. in Finance with High Distinction fromthe
WEALTH MANAGEMENT MARKETING STRATEGY March 2011. Recommended for: Sophisticated and emerging multi-family offices and wealth advisory firms. Marketing plays an increasingly important role in determining sales success for private wealth advisory firms. Many firms have enhanced their service offerings and have a compelling new “story” to tell. At the same time, newentrants
THE PROS AND CONS OF USING A COMMERCIAL INSTITUTION AS It’s natural to want to choose a family member or someone you know well to serve as your trustee. However, it sometimes also makes sense to choose a professional trustee like a bank or trust company as the trustee or co-trustee. The Pros of Using an Institution to Be Your TrusteeSelecting an institution to serve as your trustee may help you avoid some of the problems that can occur when a TYPES OF FAMILY OFFICES About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
USER ACCOUNT
About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
ABOUT FOX | FAMILY OFFICE EXCHANGE About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
TEN DYNAMIC FORCES FOR CHANGE (2021) Each year brings new possibilities – and 2021 is no different. Emerging from the pandemic. Deepening social change. More predictable U.S.politics. The way we see it, 2021 will be a year many families turn optimistic and begin to act on rising opportunities.And while much remains uncertain, some changes are already either steaming ahead, or emergent on the horizon.INDUSTRY TRENDS
About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
2021 ESTATE PLANNING UPDATE FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topic 2021 FOX FAMILY OFFICE FORUM IN-PERSON AGENDA About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
BEST PRACTICES FOR ONBOARDING NEW FAMILY OFFICE CLIENTS Discovery meeting to understand client needs, goals, and “hot buttons” – the first meeting with a new client is your opportunity to collect the information you need to service them properly, including an understanding of each client household’s structure and decision-making process, investment, business and philanthropic goals,risk
2021 FOX FAMILY OFFICE FORUM SPONSORS The Eton Solutions platform, AtlasFive ®, is a game-changing, comprehensive enterprise management system for family offices.It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document FIVE STEPS TO CONSIDER WHEN CREATING A PRENUP Couples nearing marriage often confront challenging questions and must make difficult decisions around complex, emotionally charged issues. Somewhere in the process of sorting out financial and estate planning decisions, the question on whether to have a prenuptial agreement mayemerge.
FAMILY OFFICE EXCHANGEMEMBERSHIPTRENDS & INSIGHTSLEARNING PROGRAMSENTERPRISE FAMILIESADVISORY SERVICES Family Office Exchange supports wealthy families and their advisors in mastering the unique challenges of managing family wealth, operating family offices, and planning for future generations. Stronger families through learning and trusted relationships. TYPES OF FAMILY OFFICES About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
BMO FAMILY OFFICE
BMO Family Office offers a comprehensive suite of integrated resources to meet the challenges and opportunities of wealth, all proactively managed and coordinated by a central point of contact that is dedicated to ensuring our clients receive the highest quality adviceand service.
2021 FOX TECHNOLOGY SHOWCASE Join FOX at the second annual FOX Technology Showcase from June 15-17, 2021. FOX has expanded the former Family Office Showcase Technology Showcase into an independent virtual event featuring innovative sponsors offering solutions ranging from software to outsourcing andconsulting.
JOBS IN THE FOX MEMBER NETWORK About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
MAARTEN DE GROOT
Maarten de Groot is the CEO of single family office Eligius and he is Doctor of Philosophy (PhD) candidate at Vrije University Amsterdam, School of Business and Economics; focusing his research on family capital, family governance and wealth preservation. His research considers the role of the family office and the complexities ofnon-financial
SHOULD I CHOOSE A FAMILY MEMBER TO BE MY TRUSTEE? About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
2021 FOX VIRTUAL GLOBAL INVESTMENT FORUM PRESENTERS Before joining Albourne in 2009, Kristen worked at Waycrosse, Inc. Cargill and MacMillan Family Office (2006-2008) and Lacrosse Global Fund Services in the cash and collateral group (2008). Kristen is based in Minnesota and reports through Albourne's San Francisco office. Kristen holds a B.S.B. in Finance with High Distinction fromthe
WEALTH MANAGEMENT MARKETING STRATEGY March 2011. Recommended for: Sophisticated and emerging multi-family offices and wealth advisory firms. Marketing plays an increasingly important role in determining sales success for private wealth advisory firms. Many firms have enhanced their service offerings and have a compelling new “story” to tell. At the same time, newentrants
THE PROS AND CONS OF USING A COMMERCIAL INSTITUTION AS It’s natural to want to choose a family member or someone you know well to serve as your trustee. However, it sometimes also makes sense to choose a professional trustee like a bank or trust company as the trustee or co-trustee. The Pros of Using an Institution to Be Your TrusteeSelecting an institution to serve as your trustee may help you avoid some of the problems that can occur when a FAMILY OFFICE EXCHANGEMEMBERSHIPTRENDS & INSIGHTSLEARNING PROGRAMSENTERPRISE FAMILIESADVISORY SERVICES Family Office Exchange supports wealthy families and their advisors in mastering the unique challenges of managing family wealth, operating family offices, and planning for future generations. Stronger families through learning and trusted relationships. TYPES OF FAMILY OFFICES About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
BMO FAMILY OFFICE
BMO Family Office offers a comprehensive suite of integrated resources to meet the challenges and opportunities of wealth, all proactively managed and coordinated by a central point of contact that is dedicated to ensuring our clients receive the highest quality adviceand service.
2021 FOX TECHNOLOGY SHOWCASE Join FOX at the second annual FOX Technology Showcase from June 15-17, 2021. FOX has expanded the former Family Office Showcase Technology Showcase into an independent virtual event featuring innovative sponsors offering solutions ranging from software to outsourcing andconsulting.
JOBS IN THE FOX MEMBER NETWORK About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
MAARTEN DE GROOT
Maarten de Groot is the CEO of single family office Eligius and he is Doctor of Philosophy (PhD) candidate at Vrije University Amsterdam, School of Business and Economics; focusing his research on family capital, family governance and wealth preservation. His research considers the role of the family office and the complexities ofnon-financial
SHOULD I CHOOSE A FAMILY MEMBER TO BE MY TRUSTEE? About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
2021 FOX VIRTUAL GLOBAL INVESTMENT FORUM PRESENTERS Before joining Albourne in 2009, Kristen worked at Waycrosse, Inc. Cargill and MacMillan Family Office (2006-2008) and Lacrosse Global Fund Services in the cash and collateral group (2008). Kristen is based in Minnesota and reports through Albourne's San Francisco office. Kristen holds a B.S.B. in Finance with High Distinction fromthe
WEALTH MANAGEMENT MARKETING STRATEGY March 2011. Recommended for: Sophisticated and emerging multi-family offices and wealth advisory firms. Marketing plays an increasingly important role in determining sales success for private wealth advisory firms. Many firms have enhanced their service offerings and have a compelling new “story” to tell. At the same time, newentrants
THE PROS AND CONS OF USING A COMMERCIAL INSTITUTION AS It’s natural to want to choose a family member or someone you know well to serve as your trustee. However, it sometimes also makes sense to choose a professional trustee like a bank or trust company as the trustee or co-trustee. The Pros of Using an Institution to Be Your TrusteeSelecting an institution to serve as your trustee may help you avoid some of the problems that can occur when a TYPES OF FAMILY OFFICES About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
USER ACCOUNT
About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
ABOUT FOX | FAMILY OFFICE EXCHANGE About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
TEN DYNAMIC FORCES FOR CHANGE (2021) Each year brings new possibilities – and 2021 is no different. Emerging from the pandemic. Deepening social change. More predictable U.S.politics. The way we see it, 2021 will be a year many families turn optimistic and begin to act on rising opportunities.And while much remains uncertain, some changes are already either steaming ahead, or emergent on the horizon.INDUSTRY TRENDS
About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
2021 ESTATE PLANNING UPDATE FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topic BEST PRACTICES FOR ONBOARDING NEW FAMILY OFFICE CLIENTS Discovery meeting to understand client needs, goals, and “hot buttons” – the first meeting with a new client is your opportunity to collect the information you need to service them properly, including an understanding of each client household’s structure and decision-making process, investment, business and philanthropic goals,risk
2021 FOX FAMILY OFFICE FORUM IN-PERSON AGENDA About Us. Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objectiveguidance.
2021 FOX FAMILY OFFICE FORUM SPONSORS The Eton Solutions platform, AtlasFive ®, is a game-changing, comprehensive enterprise management system for family offices.It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document FIVE STEPS TO CONSIDER WHEN CREATING A PRENUP Couples nearing marriage often confront challenging questions and must make difficult decisions around complex, emotionally charged issues. Somewhere in the process of sorting out financial and estate planning decisions, the question on whether to have a prenuptial agreement mayemerge.
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FOX WEALTH CENTER
Addressing the unique challenges of financially successful families Founded in 1989, FOX was the first membership organization to bring together family members, family office executives, and trusted advisors. Today, we remain the industry leader with over 380 families spanning 20 countries.HOW FOX WORKS
FIND YOUR COMMUNITY: THE FACES OF FOX CHRIS & MARIANNE STILLWELL The power of interacting with other families like your ownHILLARY ELMORE CAGE
Finding a group of peers who are next generation family leadersROBERT JORDAN
Gaining insights into the unique community at FOXRICK ROEDING
Developing best practices for an enduring Family Enterprise FOX helps keep us on a more successful path. The family office space is unique, and FOX has a handle on the issues that we encounter. - Sherilyn Farris, FOX Member since 1990 FIND SOLUTIONS AND BEST PRACTICES, INCLUDING: Starting a Family Office Calculating the Cost of a Family Office Comparing Family Office Compensation PracticesFamily Learning
Start with the basics: The Family Office Quick Guide UPCOMING IN-PERSON LEARNING & NETWORKING EVENTS 2021 FOX Technology Showcase VIRTUAL EVENT | JUN 15 2021 FOX Rising Gen Leadership Program - June 25-26, 2021 DALLAS, TX | JUN 25 2021 FOX Family Office Design Virtual Workshop - July 7-8, 2021 VIRTUAL EVENT | JUL 07 2021 BROWSE ALL FOX EVENTS SEE THE BENEFITS OF MEMBERSHIP AND GET CONNECTED WITH THE COMMUNITYTODAY.
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Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objective guidance. The community includes over 8,000 family leaders and sophisticated advisors from 500 organizations in 20 countries who utilize FOX’s resources each year. FOX stands up for systemic change. We reject racism, bigotry, andhatred.
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