CHICAGO, March 08, 2018 -- Family Office Exchange (FOX), a global learning and networking community of enterprise families and their key advisors, will offer a Public Webinar entitled “Make Your Family Office What You Need it to Be” on March 22, 2018 at 1:00pm CDT. The webinar will share key concepts regarding building a family office that FOX has identified over nearly three decades of working with financially successful families around the world. This presentation will be particularly beneficial for families who think they may need a family office to manage family wealth or want to take an established family office to the next level.
Charles Grace, III, Managing Director at FOX will discuss what a family office does and what it takes to start and maintain one. He will cover the setting of goals and using basic benchmarking metrics for evaluating success. Highlights include:
- The scope and delivery of services in a family office
- Costs and complexity in a family office
- Staffing and team structure in a family office
“This is the prime opportunity to find out what it really takes to create a family office that will help you achieve your goals,” said Charlie Grace. “We’re going to cover what family offices tackle on a day-to-day basis as well how family offices can address the broader strategic needs of families.”
There is no charge to attend this FOX Public Webinar, however, advance registration is required. Information on how to register can be found at http://lp.familyoffice.com/WB-1803-webinar.html.
About Family Office Exchange
Family Office Exchange (FOX) is learning and networking community for enterprise families and their advisors who are pursuing best practices for managing their family enterprise and their family wealth. The community includes over 8,000 family leaders and sophisticated advisors from 500 organizations in 20 countries who utilize FOX’s resources each year for advice, networking, education, and best practices in wealth management.
FOX is headquartered in Chicago with offices in New York, San Francisco, Madrid, and Sydney. For more information about FOX, email us at [email protected] or visit www.familyoffice.com.
Media contact
Marvin Pollack
[email protected]
1-312-327-1200


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