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Succession Planning for Family Office Management
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As the baby boomers retire, many family office and multi-family office executives in key roles who have served the same clients for years will be leaving their roles. This change has significant implications for family members who lean on these leaders for insight and comprehensive knowledge of the family’s interests, advisors who look to them to coordinate services and the staff who rely on their leadership. In this 2012 FOX Fall Forum session, Jill Barber of CYMI, Ltd.

Generational Shift: Servicing the Millennials
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As family leadership transitions from one generation to the next, it’s not unusual for servicing needs to change to support the younger clients. Understanding the service requirements of different client life stages allows advisors and family office managers to adapt their service model to the needs of different generations, and reduce the risk of such shifts.

Tax and Estate Planning Update
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The two-year window is closing on opportunities for families to capitalize on gift, estate, and generation-skipping tax provisions of the 2010 Tax Act. In this 2012 Financial Executives Forum session, Susan von Herrmann, a partner in Schiff Hardin’s private clients and trusts and estates group, looked at gifting strategies in light of the Act's impending expiration.

Good-Bye Tax Shangri-La?
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In this election year competing visions of tax reform is center stage front page news. Mark Blumenthal, partner and chairman of the Family Office Service Group at Blackman Kallick Plante Moran discussed at this 2012 Financial Executives Forum session why this year may be a once-in-a-lifetime tax planning opportunity for both businesses and wealthy investors and provided insights into the tax implications for investments, gifting opportunities, and business structures in light of next year’s scheduled changes in the tax laws.

Business Continuity in the World of Technology
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In this 2012 Financial Executives Forum presentation, Jeremy Kahn, AVP of IT at Hartz Mountain Industries, Inc., provided an overview of cloud computing and their benefits to family offices. He defined cloud computing as “a model for enabling on-demand access to a pool of computing resources that can be provisioned and released with minimal effort.”

Going Beyond the Traditional Quarterly Financial Report
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In this 2012 Financial Executive Forum session, a panel of Heather Asher, Family Office Exchange; W. Jackson Parham, Jr., Chief Investment Officer, Eton Advisors, LP; and Michael Madigan, Director, Product Management, Advent Software, Inc.; discussed approaches to reporting that promote readership, prompt broader family involvement and engagement, and ultimately help family members remain focused on their long-term goals.

Human Resource Challenges
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In this 2012 Financial Executive Forum panel discussion, Bonnie Gauger of Johnson Keland Management and Shannon Zur from Vogel Consulting provided the contrasting human resources perspectives of a single family office and of a department in a multi-family office.

Macroeconomics at the Intersection of Investment Strategy
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In the wake of the financial crisis and an uncertain economic outlook, it is timely to think afresh and evaluate new approaches to investing. Dr. Sam Thomas, professor of banking and finance at the Weatherhead School of Management, Case Western Reserve University, discusses what the changing ‘architecture of global commerce’ means for asset allocation and how families need to be thinking about portfolio risk at the 2012 Global Investment Forum.

The Global Investment Landscape: Navigating the Right Side of Change
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In spite of government intervention, economic recovery in most developed economies remains anaemic and equity markets volatile. At the same time, the emerging markets continue to surge. This keynote address given at the 2012 Global Investment Forum by a respected investment strategist examined the structural forces that are reshaping the investment landscape and addressed the optimal investment strategy for families in the short and long-term. Key areas of focus:

What Emerging Markets Strategy Should Families Adopt?
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The emerging markets have increasingly become a motor of global economic growth as western economies languish. This 2012 Global Investment Forum session examined several key questions. How should families evaluate the relative attractiveness of the emerging markets (BRICs, Next-11)? What portion – or a lower and upper range - of an overall portfolio may families wish to allocate to the emerging markets? Which asset classes afford the best risk-adjusted returns (public vs. private equity funds, direct, fixed income, distressed assets, commodities, etc.)?