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Family wealth executives often struggle with determining how to allocate fairly the collective expenses of managing shared family wealth. Drawing on 2008 FOX research, this 2009 FOX Fall Forum presentation examines pricing methodologies and practices used by both single and multi-family offices, with an emphasis on innovative strategies and a comparison of the most typical models. The presentation features:

How do you know you are selecting the trustee that is best for your individual needs? What responsibilities does the beneficiary have? This 2009 FOX Fall Forum presentation outlines what it means to be an effective trustee and beneficiary, decision criteria for trustee selection, and the process and framework trustees and beneficiaries can employ to manage trust and fiduciary decisions at both the macro and micro level.

In today’s economic environment, having a strategic plan for business-owning families is essential to identify the multiple risks of the family enterprise. This 2009 FOX Fall Forum session offers new strategies to be considered for the family enterprise, including the operating business, family office and the family foundations.

You don’t want to miss this 2009 FOX Fall Forum session to learn how a private trust company structure can significantly increase the odds of a family implementing its transitional strategic plan through effective governance. The session will deliver valuable information on U.S. private trust company structures and cross-border private trust structures. You also will receive the latest updates on private trust company laws and state jurisdictions.

Without question, Jay Hughes has changed the thinking of most families and wealth advisors regarding how family assets are defined. Over the past 20 years, Jay and Sara Hamilton have discussed the many critical challenges that families face and the transitions that occur as they cross the generational bridges. In this 2009 FOX Fall Forum presentation, Jay and Sara have share for the first time their insights from these client experiences, and the important concepts that Jay has developed are brought to life as they reflect on the lessons learned from the exceptional families they have served.

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.

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.