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The path to a family office

Sandy Hancock discusses the events that may lead to evolution of a family office, its role as a family glue, family governance structure, private family office structure, the role of family constitution, and how to involve the next generation. Read more

Managing wealth across generations - Insights from a leading SFO

Priorities and experiences of the Vincent Fairfax family office offer valuable insights for families and their key advisers. Read more

Presentations of Wealth Advising workshop

These presentations will be delivered in the Wealth Advising workshop. Read more

Background article: Helping dynastic thinking families

An introduction to family office, the need for it, challenges, what is family office and what it is not, and a case study of a family in development. Read more

Multi-Family Office Operations and Best Practices

Sourced from extensive research of FOX members, this session looks at case studies of best practice across the operations of family office businesses from around the world. Read more

Operational best practices to manage family office - Panel discussion

Risk management, transparency, reporting and due diligence Read more

Case Study: Our story of family succession and longevity

Family and business management case study of Owens family Read more

From Family Business to Family Office - Key priorities

How to establish clear agreements, effective structures and clear communication within a family, and with its employees and other stakeholders. Read more