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As 2017 draws to a close, Congress is in a heated race to overhaul the tax code by year-end. While many see tax reform as a boon to U.S. economic growth, fears remain on what the implications of such reform will have on family businesses, wealth owners, and family offices. In this Hot Topic webinar, two tax experts and FOX members, guided us through the changes in the tax code and the ramifications for our industry. In what could be the biggest tax overhaul in 30 years, don’t miss this must-watch session for the insights you need to keep your office and clients informed and prepared.

In this session, we'll discuss the overall landscape of where we are in the credit cycle (public and private), areas of dislocation across the credit markets, and where opportunities may exist in private credit in the relatively more liquid side of private credit.

The Beneficiaries Relations Committee (BRC) is the “it” name for the committee person or persons determining trust distributions to the beneficiaries. The BRC, however, is not just making trust distributions; there's more to it. The BRC is forging relationships through developing a robust distribution process that can lead to creating great beneficiaries.

You’ve taken great efforts to enhance the technology security at your organization. Unfortunately, security concerns don’t end with a firewall and anti-virus software. Hackers are employing Social Engineering, where your people – not your systems – are the targets. It’s a powerful tool that involves disguise and exploits our natural human desire to be helpful and forthcoming. Learn the signs and what you can do to protect yourself. Attendees of this webinar:

Wealth management advisors have long recognized the value of tax loss harvesting. In this session, Paul Bouchey, the chief investment officer at Parametric, debunked some of the myths surrounding tax loss harvesting and provides a more realistic picture of what to expect from tax management strategies in the context of an equity portfolio.Myths:

Demonstrating the value of a family office is no small task. The pressing priorities of an office often leave little room to fully comprehend the impact of all moving parts. The 2017 FOX Family Office Study explored several key components of family office operations such as cost, governance structure, education and client experience. Join FOX’s Director of Research, Monica Staco, who shared the perspective of 103 family office executives on the elements driving success in a family office. She also shed light on best practices to assess and demonstrate the value of a family office.