As we head into the second half of the year, questions surrounding the global economy and financial markets remain. Is the U.S. headed for a recession? Will there be secondary effects from divergent Global Central Bank policies? Does the 2024 political cycle matter? And importantly, how should family offices invest capital given the current and future global market dynamics? Join Fiducient Advisors’ Brad Long, CFA, Chief Investment Officer and Adam Newell, CFA, CFP, Director of Family Office Consulting, for their mid-year market updates and valuable investment insights.
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Join our FOX Chief Technology Officer and a panel of Partner experts for a discussion on new software, future paths of technology, A.I., and technology services for advisors and family office. Use this opportunity to ask your own questions to a group of experts in the family office technology space. Jeff Coyle, Founder & CEO, Libretto Nicole Eberhardt, CEO, Ledgex Murali Nadarajah, CIO, Eton Solutions Kent Lawson, Chief Technology Officer, FOX
Cultivating Qualitative Skills for the Family Advisor of the Future | 2023 FOX Family Office and Wealth Advisor Forum
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Family advisors often have a strong technical or financial background, but the importance of cultivating communication style, emotional intelligence, coaching skills, trust-building, and similar qualitative skills to serve clients cannot be overstated. Join a panel of peers who will share how they meaningfully engage with family clients and discuss the invaluable impact of continuous qualitative skill development in today's ever-changing family-advisory environment.
AI is revolutionizing family office services by automating administrative tasks, improving decision-making, and enhancing security. Through automation, AI streamlines back-office operations, freeing up time for strategic endeavors. It enables personalized services by analyzing client data and delivering tailored advice. AI tools strengthen data privacy and cybersecurity measures. While AI brings efficiency and accuracy, its implementation should be mindful, preserving the personal touch that is integral to family office services.
What Family Offices Need to Know about New U.S. Tax Rulings and Other Long-Standing Tax Issues
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There have been a number of significant rulings in the U.S. Tax Court and the U.S. Supreme Court this year regarding charitable contributions, the Report of Foreign Bank and Financial Accounts (“FBAR”) as well as Form 5471 – Information Return of the U.S. Persons with Respect to Certain Foreign Corporations.
Finding the right single family office (SFO) talent takes time and preparation. With the right approach and a strong network of supporting expertise, it is possible to find the right leader who captures that rare trifecta of SFO talent needs: (1) technical acumen in investments, legal structures, and accounting; (2) strong interpersonal skills including leadership, empathy, collaboration and respect; and (3) a personality that’s a good fit with multiple family members across generations.
Why the Modern Family Office Matters
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Wealthy families have a significant positive socio-economic impact around the world, but lasting impact depends on those families prospering for generations. This is not guaranteed, however, and more intergenerational wealth transfers succeed if families adopt a modern Family Office model that suits their needs and goes beyond managing and growing the family’s financial capital over the long-term.
Focusing on how companies are implementing enhanced security as the attacker-defender struggle continues, this Report dives into the 9 key takeaways along with other cutting-edge topics related to the data life cycle. While ransomware attacks decreased dramatically during 2022, they were again on the rise at the end of 2022 into 2023. Business email compromise incidents were way up, while fraudulent wire transfers were down. Going further with an in-depth view, full sections are included on:
The inflationary vortex has been the result of several forces—some unforeseen or unforeseeable—spiraling upward. In this forecast, the focus is on the three catalysts that are expected to impact tomorrow’s inflation outlook: the U.S. labor market, China’s economic and demographic evolution, and the role of the green energy. Between these themes, there are important linkages and investment portfolio positioning to consider.
Retaining and recruiting top talent has been a challenge for employers over the last few years, with companies struggling with how to best hold onto and reward employees. Even though there have been some layoffs, many employees are finding new positions quickly and negotiating their compensation and benefits. With a broad range of compensation vehicles available, companies can weigh their options to determine which one will work best for them and ensure they are staying competitive to recruit, retain, and reward desirable employees.