Family Offices and Risk Management

Family Offices and Risk Management

Understanding family offices and risk management needs is a fundamental aspect of good SFO governance. This white paper explores the relationship.

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Q/A: If, When and How to Dismantle a Single Family Office

If, When and How to Dismantle a Single Family Office
A Q&A with Philip Strassler, Founder of Strassler, LLC ABSTRACT There may come a time that a Single Family Office no longer meets the needs of the family it has been serving. When and if that happens, some families decide to take apart the SFO and outsource many of the services it had performed. The [...]

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FOA Introduction: 2015 Spring Global Summit

FOA Introduction

This FOA introduction video provides an overview of our exclusive member organization and an inside look at one of our well-known events, the FOA Spring Global Summit 2015 held at Westchester Country Club. FOA Spring Global Summit 2014 included speakers: David Berger, Brian Kelly, Jonas Katz, Aaron Abrahms, Mark G. Frank, Trish Botoff, Linda Mack, Cliff […]

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The Power of Family Culture in SFOs

Family Culture in SFOs

Family Culture is an important, and often overlooked aspect of developing a highly functional and successful SFO. In this white paper, Matthew Wesley addresses the power of family culture and creates a guide for understanding its influence on your SFO.

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Creating A Single Family Office to Manage Wealth and Sustain the Family

Creating a Single Family Office

Except for Creating an SFO: While a number of wealth management firms call themselves “family offices,” this white paper focuses on the “Single Family Office” or SFO—a privately-owned and – run wealth management firm developed for one family. Each SFO is as unique as the family who founded it but this white paper outlines best practice considerations.

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