Family Office

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Rebuilding Economies
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What will it take to rebuild our global economies? And how will we generate the stimulus needed for growth? We’ll discuss the macro-economic factors shaping the challenges ahead – including the current geopolitical environment and major disruptions changing industry opportunities. And with the U.S. presidential election a week away, we’ll engage in a timely discussion about America’s place in the world and how its economic bedrock of stability may slip in the decade ahead.

Key Takeaways from the FOX Rising Gen Forum
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The rising generation is curious, intelligent, and preparing to step into family governance and business roles. They are your family’s future leaders.

Remote Work is Chance for Family Offices to Upgrade Technology Systems
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The COVID-19 pandemic has prompted all types of businesses to run a magnifying glass over their processes and infrastructure to ensure continuity and viability. For family offices, it is an opportunity for them to upgrade technological systems by adopting outsourcing and automation. Such advancements improve operational efficiencies, security, and long-term likelihood the family offices achieve its business and familial objectives across generations.

Tax Strategies for Family Offices with Distressed Assets
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As family offices evaluate their assets during the economic downturn, examining deductions and estate and trust planning can help form better strategies and objectives. In this Q&A discussion, learn how the valuation of distressed assets and investments can maximize your tax deductions through these challenging times.

The Emergence of the Virtual Family Office
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COVID-19 has forced organizations of all kinds to consider what the future of their operations would look like in a post COVID-19 world. Family offices were no exception. Rapidly fading are the days when a family office would provide a space where their staff can work. Most of these physical offices now stand empty as working from home has become the new normal. For many family offices, the answer is to become a virtual family office.

Surveying the Risk and Threat Landscape to Family Offices: Insights and Recommendations
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The key to success of any risk management plan is the development of an “all risk” approach that takes the entire family enterprise into account. Through a survey of more than 200 family office executives at single and multi-family offices, an uncovering of some worrying approaches has surfaced around the risks that family offices face, particularly cyber risk, family-related risk, investment risk, and employment-related/insider risks.