In a discussion at the 2009 Fall Forum, Kelin Gersick, Ph.D., comments on the benefits of teaching succeeding generations to be engaged owners and not just stewards of the family legacy.
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Creating a risk culture for your family is probably one of the most important endeavors for preserving family legacy and ensuring long-term wealth sustainability. This 2009 FOX Fall Forum session focuses on the importance of positive, calculated risk-taking within the family and review strategies that promote the family’s ability to evaluate and capture opportunities. Participants will be asked to share their own risk-taking experiences and the lessons they learned.
In this 2009 FOX Fall Forum presentation, two leading advisors in the investment management field bring a fresh perspective and new ideas on how to effectively handle due diligence in the new economic environment. Walk away with a better understanding of why investment planning is so critical in today’s financial world and examine how families can balance being opportunistic with being disciplined.
In this 2009 FOX Fall Forum presentation, Ellen Perry outlines four ways in which families of significant wealth can enhance their human capital, developing the skills and talents of the younger generation, strengthening family ties and enabling individual members and families as a whole to flourish for multiple generations.
In a clip from the 2009 Fall Forum Peter Karoff comments about using wealth to influence social issues.
Find out what new products are available to family office executives to better respond to the needs of increasingly complex offices. in this 2009 Financial Executives Forum presentation, discover ways to more effectively utilize existing technology to improve business processes needed to fulfill the functions of a family office.
Have we felt the impact of the economic crisis on the professional liability market? In this 2009 Financial Executives Forum, hear from Jim Kane, President, HUB Personal Insurance, and Tom Handler, Partner of Handler Thayer, LLP on trends, errors and omissions in professional liability coverage for directors, officers and trustees.
In this 2009 Financial Executives Forum presentation, Paul Viollis, CEO of Risk Control Strategies, leads a discussion of new and old threats to our personal safety. From terrorism to cyber security, Dr. Viollis weaves actual experiences into best practices for keeping you and your family secure.
Avoid the pitfalls presented by employing domestic staff with practical advice from Teresa Leigh, founder of Teresa Leigh Household and Property Management in this 2009 FOX Financial Executives Forum session.
In reaction to the volatility in the current financial markets and economic recession, FOX is exploring ways in which ultra-wealthy individuals and their advisors are adjusting their financial strategies and re-evaluating known and emerging risks. This 2009 FOX Financial Executives Forum presentation examines how investor thinking has changed and what it means for the advisor-client relationship.