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CST: 26/09/2020 19:04:57   

Upcoming FOX Public Webinar Will Detail Effective Family Office Oversight and Performance Measurement Tactics

515 Days ago

Public session on May 9 will explore strategies to foster alignment between families and the family office

CHICAGO, April 30, 2019 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), the industry-leading membership organization for families, family office executives, and trusted advisors, will host a complimentary public webinar, “Oversight and Measuring Performance of the Family Office,” on May 9 at 1:00 pm CDT.

In this webinar, Charles B. Grace, III, Managing Director at Family Office Exchange, will explain why oversight of the family office cannot be successfully left to management alone and must be well articulated and undertaken by the family or the office board. He will provide a better understanding of what oversight and measuring performance encompasses, including:

  • Strategy and goal setting
  • Wealth sustainability
  • Family engagement
  • Service menu and delivery, cost and complexity, and talent review

As Charlie notes: “For many, family offices’ oversight does not include broad, strategic planning and systematic, multi-pronged performance measurement. The webinar will help define the issue and suggest solutions.” He will also share insights on the topic from select FOX proprietary benchmarking survey data.

Attendance is free of charge for this FOX Public Webinar, and registration is required. Visit familyoffice.com/FOPerformance to sign up in advance of May 9.

About FOX
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 networking, continuous learning, and objective guidance. The community includes over 8,000 family leaders and sophisticated advisors from 500 organizations in 27 countries who utilize FOX’s resources. FOX is headquartered in Chicago with offices in New York, San Francisco, and Madrid. For more information about FOX email us at info@familyoffice.com or visit www.familyoffice.com.

Media contact
Melissa Hulver
press@familyoffice.com
1-312-327-1200

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