Ethelyn McDaniel, Director of the Tax Controversy and Regulatory Services group of PWC will share what she is seeing as hot topics that the IRS is pursuing with high net worth families.
FOX Event Replay
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Steven Draper will set out for discussion the idea of using Office 365 as the core platform in a family office and synthesize some of latest developments around this platform. This will be followed by an open Q&A.
Structuring the family office to maximize cost‐effectiveness and expense deductibility is top of mind for many FOX members. In this session, you will learn about various ownership structures, including the profits interest structure. You’ll hear from a seasoned expert who works with family offices to evaluate various structures and from family office executives who have used the profits interest structure with success.
2016 FOX Financial Executives Forum - Digital Binder
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FOX Autumn Global Investment Forum Brochure
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Family office activities are complex, and families can unintentionally put themselves at risk if they don’t proactively identify and address the potential impact of external factors. One solution: conduct a full diagnostic risk assessment and review of your internal controls to ensure that potential problems have been identified and proper mitigation strategies have been implemented.
Top 10 Security Risks to Family Offices and Family Business and Best Practices for Mitigation
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Family offices and family-operated companies face a variety of security risks, including: cyber, physical, reputational, and financial. In many cases, their interconnectedness to family residences complicates matters further. David London of The Chertoff Group and FOX senior technology consultant Steven Draper will explain how to improve a family’s risk profile by identifying specific risks and implementing proven best practices for mitigating them.
Office of the Beneficiary
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As families prepare for an unprecedented $30 trillion transition of generational wealth, the focus is turning from “WHAT” needs to be done to the all-important “HOW” this will occur?
2016 FOX Wealth Advisor Forum - Digital Binder
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Jay Hughes The Trust As Meteor
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SPECIAL ONLINE DISCUSSION GROUP EVENTOn Monday, June 27 during business hours we will host a facilitated online discussion focused on how the Office of the Beneficiary meets the beneficiary’s needs.Subject Matter Experts: