Upon the sale of the Knell family’s operating business, Harvey was confronted with a new set of challenges. How could he work to “let go early” like his father did so effectively, how he would support the transition of his family wealth, and most importantly to Harvey, how would he ensure critical skills were developed within his family to manage the enterprise. Allowing for the independence his sons desired and establishing accountability were top of mind as his family worked together to establish a successful family enterprise.
FOX Event Replay
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After decades of anticipation, the tectonic shift of demographics that would lead to the enormous transfer of wealth, monetization of private businesses and the ushering in of a new workforce are here. Based on FOX’s most recent research and insights, Karen Rush, Managing Director of Membership, and David Toth, Managing Director of Wealth Advisors, shared their perspectives on what ways ultra-wealth advisors are seeing their business transform.
The FOX Spring Global Investment ForumTM was held in San Francisco on March 13th. The Forum brought together many of the most sophisticated investors of private capital across the FOX community. The Forum addressed many of the increasing challenges that investors have when investing long-term capital in this time of significant disruption.
2018 FOX Global Investment Survey Highlights
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One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler joined us as she provides highlights of what we learned in the 2018 Global Investment Survey. She shared information on family offices' allocations and 2017 performance, took a deep dive as to how families are reconsidering traditional approaches to portfolio construction, discuss active versus passive investing for long-only strategies, and gave information as to how families are investing directly in operating businesses.
2018 FOX Private Family Trust Company WorkshopFebruary 21-22, 2018Fort Lauderdale, FLVideo #1: The Highest and Best Use of the Private Trust CompanyPresenter:Sara Hamilton, Founder and CEO, Family Office Exchange
2018 FOX Private Family Trust Company WorkshopFebruary 21-22, 2018Fort Lauderdale, FLVideo #2:Transformative PFTC Governance StructuresPresenters:Sara Hamilton, Founder and CEO, Family Office ExchangeRyan M. Harding, President, Garden Trust Company
2018 PFTC Workshop Video #3: PFTCs in Action - Panel
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2018 FOX Private Family Trust Company WorkshopFebruary 21-22, 2018Fort Lauderdale, FLVideo #3:PFTCs in Action - PanelPanelists:Bruce Betters, CEO and Chief Investment Officer, Marshall Street CapitalRyan M. Harding, President, Garden Trust CompanyKim Kusilek, Chief Operating Officer, HRK Group, Inc. Moderator:Mariann Mihailidis, Managing Director, Councils, Family Office Exchange
2018 FOX Private Family Trust Company WorkshopFebruary 21-22, 2018Fort Lauderdale, FLVideo #4:Making it Work: The Distribution ProcessModerator:Ruth Easterling, Managing Director, Member Services, Family Office Exchange
Considerations for Structuring Family Office Investment Companies and Operating Companies
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This program is designed to enable FOX members to better understand if the businesses they work with should consider converting to or electing C corporation status in light of the Tax Cuts and Jobs Act, lowering the federal corporate tax rate to 21%. In this session, we explored:
10 Common Mistakes Managers Make
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Managing individuals is tough, especially if they are family members or from a different generation. Managers are bound to run into situations that they feel ill-equipped to handle, which leads to mistakes that can cost the organization in time, talent, money, and reputation. In this session, we’ll explore the typical situations where managers can err as well as strategies to help stay compliant in potentially hazardous areas such as company communications, talent recruitment and management, and performance management.