New FOX Workshop to Help Private Investors Improve their Wealth Management Process

CHICAGO, May 17, 2012 /PRNewswire/ -- Family Office Exchange (FOX), a leading advisor to the global family wealth market, today announced a new workshop for families with more than $20 million in investable assets who need to establish formalized processes for managing their wealth. This event marks the first time FOX will be offering best practices of sophisticated family offices to the private investor community.

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"Formalizing the Process for Managing Your Wealth" will be held July 23-25 in Beverly Hills, Calif.  Topics will cover:

• Assessing wealth management needs and the options available to investors
• How to execute and oversee a wealth management strategy
• Articulating goals to wealth advisors 
• The key components of an investment planning process that fosters thoughtful decisions and helps sustain wealth
• How investors can identify and evaluate advisors who meet their investment needs

"Now is a particularly good time for private investors to take a more formalized and strategic approach to managing their investable assets," says Karen D. Neal, managing director of consulting for FOX.  "The world has changed.  Private investors face new challenges managing risk and are often forced to make important decisions with minimal information.  This workshop is meant to teach investors how to work more effectively with their advisors."

"The workshop is designed for a wide range of investors, regardless of their interest in starting a family office," says Charlie Grace, senior consultant at FOX. "These include entrepreneurs, business owners and families in the process of determining how they will manage their liquid wealth or looking to adjust the way they are managing their wealth."

Membership in FOX is not required for participation in this event.  For more information about this and other workshops, visit www.familyoffice.com/workshops or email [email protected].

About Family Office Exchange
Family Office Exchange is a global community of private investors and wealthy families who are pursuing best practices for optimal management of their families' wealth and legacy. The community includes over 6,000 people from 650 organizations in 20 countries who utilize FOX's resources for advice, networking, education, and comparative metrics each year.

FOX provides strategic advisory services as well as a variety of membership options supporting families of differing experience levels – from private investors with virtual offices , those just setting up their family office, as well as multi-generational families with sophisticated, well-established offices.

Also, FOX supports an extended network of public members who can access FOX directories and FOX's Knowledge Center featuring content on integrated wealth management, family office best practices, and family governance and legacy. Public members can purchase studies, participate in surveys, and attend open educational events.

FOX is headquartered in Chicago and London, with offices in New York and Boston. For more information about FOX, call 1.312.327.1200 (The Americas) or 44.(0)20.7520.9443 (Europe, Africa, Asia/Pacific) or visit www.familyoffice.com.

SOURCE Family Office Exchange