Many individuals are wondering whether the IRS intends to use its new audit unit to develop tax enforcement cases. A former high-ranking executive with the IRS provides answers in this 2011 FOX Financial Executives Forum presentation.
In this 2011 FOX Financial Executives Forum session, two family offices report on what they learned from their analysis of the costs they incur in meeting the needs of the families they serve.
In this 2011 FOX Financial Executives Forum session, personal product line experts from the underwriting and brokerage markets address changes in the insurance industry, personal insurance considerations, a risk management approach to insurance, and family office liability and solutions.
Get a glimpse of the family office of the future and the technology employed in securing, managing and distributing data. This 2011 FOX Financial Executives Forum session also looks at how to make the most of existing technology. Conduct periodic assessments of your technology to ensure it aligns with your business goals. Even incremental changes can yield big benefits. Focus on timely, integrated information delivery to the end user as well as operational and client service tools. Spreadsheets are here to stay.
At the the 2011 FOX Financial Executives Forum, the president of the Private Investor Coalition describes how this group of 65 single family offices has worked with Congress and the SEC to secure a broad definition of family offices under terms of the Dodd-Frank Act.
Wealth owners have an 18-month window of opportunity to capitalize on gift, estate, and generation-skipping tax provisions of the 2010 Tax Act. In this session at the 2011 FOX Financial Executives Forum, a noted trusts and estates attorney recommends what to do now.
The complex needs of families stretch sales timelines and require a high degree of customization and cost. During the presentation given at the 2011 Wealth Advisor Forum, two FOX executives examined the business development and sales practices that meet these challenges and help turn prospects into long-term clients.
At the 2011 FOX Wealth Advisor Forum, a FOX executive reviewed the top trends contained in the current FOX Wealth Trends™ and discussed the findings with two leading wealth advisors who explained how they see the trends manifesting themselves in their practices.
This presentation given at the workshop, "The Evolution of the Small Family Office: Models for Sustainability," covers popular trust structures that promote family involvement, education and succession, and important family considerations and provisions relating to trusts. It also reviews ways to preserve investment management flexibility for a family office within a trust, and key non-tax advantages of trusts.
Affluent individuals and families are increasingly becoming targets of criminal activity, such as stalking, kidnapping, theft, harm and vandalism. Does your family use any wireless communication devices? Do you regularly check for spyware on your computers? How do you dispose of sensitive information? These are just some of the potential vulnerabilities that exist. Unfortunately, these circumstances are real, and you need to be prepared for the unexpected.