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A Mid-Year Investment & Political Outlook
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With the U.S. election just months away, many are curious what the future holds for the economy and how new political leadership will impact their portfolios. Adding to the uncertainty is the fallout from Brexit and the looming changes that are sure to impact the European Union and beyond. In his mid-year economic forecast, FOX member and Atlantic Trust’s David Donabedian shared his projections on the critical drivers affecting investments and the ramifications expected from changes in the political landscape, both in the U.S. and abroad.

Technology Demonstrations
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Choose among multiple technology solution providers for 3 different showcase sessions. Technology providers will demonstrate the features and benefits of their technology with emphasis on how their products uniquely serve the needs of the family office.

Communicating Across Generations in the Workplace
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For the first time in modern history, four generations are represented in the workforce. Each group has its own distinct characteristics, values and attitudes toward work. These differences can lead to misunderstandings and increased conflict, posing challenges for human resources. In this webinar, we looked at how to tailor communication and training, provide constructive feedback, and find ways to celebrate the unique qualities each generation has to offer.

Technology Disruptors and the Internet of Things
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How will the Internet of Things (IoT) change the family office industry and how we serve our clients? This session will identify key triggers for change in terms of client engagement, delivery of services and advice, communications, integration, and access to a variety of products. The goal is a thought provoking discussion of how the world is changing, and how family offices must prepare to change over the next decade.

Breakout Session 1A: Securing Client Communications: Trends and New Technology
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Family offices are looking for a secure way to interact with their families with increased flexibility, improved levels of communication and tight process integration across their business. What developments should you be aware of? Steven Draper will update us on the state of play in this area and focus on solutions and strategies that provide increased security and functionality.

Breakout Session 1C: Family Office Portal
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A family office portal is a secure electronic gateway to the information that you want to share with your family—files, photos, services, and information—accessible over the Internet through a web browser. It can be a powerful means of connection for the family. Come to this session to learn about one family's experience creating their family office portal.

2016 Tax and Estate Update
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In what is frequently our most popular Forum session, experts will share the latest updates in estate laws and taxes that family office executives need to watch for in 2016 and beyond.

Breakout Session 2B: Estate Settlement Readiness
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We invest a lot of time and energy figuring out the best way to pass wealth from one generation to the next. But how can anyone truly prepare for the practical realities of settling a family member’s estate while grieving and managing the impact of this loss on the family? This session will outline some of the things you can be thinking about now to be prepared for a death in the family.