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Breakout Session 2C: Family Office Structures: Pros, Cons and Considerations
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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.

Internal Controls: Assessing Risks and Implementing Solutions
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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?

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:

2016 FOX Global Investment Survey Highlights
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For anyone who’s been asked, “So, how did we do last year?”, this webinar gives you a benchmark unlike any other in the form of peer perspective. FOX investment expert, Charlie Grace joined us and told us what we learned in the 2016 Global Investment Survey of 80 family offices from around the world.

What is Purposeful Innovation and What Trends are Driving Need?
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Innovation is the cornerstone of enterprise today as businesses compete in their ability to provide unique service offerings and value to the clients they serve. Yet, innovation without purposeful planning, strategic dialogue and targeted implementation is costly, non-effective and disruptive. Alexandre will highlight the concept of purposeful innovation and link the strategic and tactical dialogue to the unique trends and needs that are facing wealth advisors today and will continue into the future.