It’s no secret the UHNW world is facing a myriad of talent challenges, from increased outsourcing to designing competitive incentive and compensation programs, to convincing the family that the office needs more staff. Join a panel of trusted family office advisors with deep family office HR experience as they address these often-nuanced situations.
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Get up to speed on the latest results from FOX’s compensation and benefit survey. Glen W. Johnson, President of Membership, FOX Hilary Leav, Director, Insights & Research, FOX
Don’t miss this in-depth tax, trust, and estate planning update. Recent trust and estate litigation cases will be examined, as well as trust and fiduciary state laws. Current UHNW tax audit practices will be addressed in addition to a discussion on how to manage the tax challenges that come along with states trying to tax beneficiaries who live in different locations than their trusts. Discover what to watch out for and what you should consider doing to protect the clients you serve.
From potential family office regulations to the Corporate Transparency Act, it seems new proposed legislation impacting family offices will continue to emerge. This panel examines the legislative shift that is placing the burden on family offices as well as what the implications are to existing and future family office structures, compliance, privacy, and reporting. Panelists also discuss what is being done in Washington to bring an industry voice and balanced perspective.
Managing Rising P&C Premiums in an Evolving Insurance Landscape | 2022 FOX Family Office Forum
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This session will help attendees understand how to manage the challenging insurance market including steeply rising insurance P&C premiums and canceled policies. Speakers will discuss how to keep premiums down as much as possible and how to work with brokers to ensure you’re considering the best strategies for dealing with this challenging insurance environment.
Welcome to the Forum | 2022 FOX Family Office Forum
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Welcome to the 2022 FOX Family Office Forum. Peter Moustakerski, CEO, FOX Glen W. Johnson, President of Membership, FOX
Cyber Threats: Key Takeaways from a Global Financial Firm | 2022 FOX Technology Showcase
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Cybersecurity is by no means novel, but in an evolving landscape affected by new technologies, geopolitical tensions, and a larger-than-ever digital footprint, the importance of your family office’s cyber strategy cannot be overemphasized. Join us to learn how SEI’s experience as a regulated financial firm translates to a hyper awareness of existing threats, so that you can ensure your family office is truly doing enough to protect and secure your private client data. Dave Detweiler, Managing Director of Sales, SEI
Technology Showcase Snapshot: Deviate Consulting Erin Hulse, Owner, Deviate Consulting
Addepar’s Head of Research Ashby Monk and Head of Research Analytics Dan Golosovker are part of a larger team at Addepar dedicated to improving client investment and financial decision-making through data, analytics and technology. In this session, you’ll learn how family offices increasingly rely on our technology and data today to proactively manage their portfolios and risk. We’re also helping family offices model and analyze future portfolio outcomes under various market conditions with our Navigator tool.
This fireside chat will focus on the challenges that family offices are facing today and how to maximize insight into financials. We will identify solutions that Sage Intacct can offer to help streamline your multi-entity management, data security, and transaction automation with artificial intelligence and machine learning technology. Karen M. Hays, Principal Marketing Manager, Financial Services, Sage Kelly Gonyea, Principal Consultant, Financial Services, Sage