Webinar Replay:
Oversight and Measuring Performance of the Family Office

Originally broadcast May 9, 2019

Having a clear strategy and making sure there is alignment between the family and the family office as part of the execution of that strategy is critical. To make that happen, oversight of the family office must be well articulated and undertaken by the family or the office board. Oversight and measurement of performance cannot be successfully left to management alone.

View this webinar to better understand what oversight and measuring performance encompasses, including: review of talent, costs, service delivery, and other less obvious criteria. We will also share insights on the topic from select Family Office Exchange benchmarking survey data.

This webinar is not eligible for CPE credit.
Charles B. Grace, III
Managing Director
Family Office Exchange

Charles B. Grace, III is a managing director at Family Office Exchange (FOX). In his role, he works on Advisory and Educational Services projects for families and family offices as well as advisor clients. Assignments have included projects focused on strategic planning, family office and family enterprise design, family governance, selection of investment or wealth advisors, best practices, and benchmarking, among others. On the membership side of the FOX business, Charlie works on select relationships and develops and delivers content using deep subject matter expertise.

Charlie has been active for 20 years in the family office community advising ultra-wealthy families and serving as a resource to multigenerational families and family offices.

View the Recording:

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