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Critical to a multi-faceted investment strategy is benchmarking, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders. During the First Quarter of 2014, Family Office Exchange collected data to better understand asset allocation and performance and to delve into areas such as alternative investments, the investment decision-making process, and the use of consultants.

Given the statistical likelihood that many FOX participants are related to or work with someone with a behavioral health issue, this webinar broaches a difficult but real topic that is encountered by many in the FOX community: Addiction and chronic behavioral health issues. It will bring to light the connection between money and addiction, signs and symptoms indicating there may be a problem and the sensitive matter of how to raise concerns about behavioral health issues with individuals and in family meetings.

Recruiting the right talent in a family office is widely known to be one of the most challenging and important initiatives a family can face. However, retaining that talent once an individual is hired is even more critical for successful operations. Studies have shown that 30-50% of newly-hired executives fail and leave an organization within 18 months of joining (Source: Mercer Delta). Renee Neri and Michelle Nasir of Heidrick & Struggles will be discussing the importance of developing and implementing a robust onboarding and integration program.

Given the increasing trend towards global mobility, many international families have members who in the United States or are United States citizens by virtue of birth in the United States. There can be significant estate planning and tax risks at stake if the subtle (and not so subtle) implications of residency are not clearly understood. This webinar will address Residency - facts and circumstances test for U.S. Estate and Gift Tax reporting purposesWorldwide income tax for US Citizens and residents vs.

Even the most sophisticated families and family offices find themselves challenged at one point or another by discerning what constitutes high quality advice, staying on top of best practices, and understanding when and how State of the Art providers deliver superior value. At the 2013 FOX Thought Leaders Council Summit, industry leading advisors and sophisticated family office executives identified hallmarks of State of the Art advice that cut across the various disciplines of family wealth management.

Now that the final regulations are out on the Affordable Care Act’s employer responsibility requirement, employers have a lot of decisions to make about how to implement these requirements. The Affordable Care Act experts—April Goff, Tony Kolenic and Norbert Kugele with Warner Norcross & Judd LLP —will help you understand the requirements and how they will impact your organization. The webinar will include discussions of the following issues:

Join us for a look at the keys to successfully administering a private trust company (PTC). Chuck Schultz, national partner of McGladrey’s Estate and Gift Practice, will offer insights regarding what to do, and maybe more importantly, what NOT to do in order to run a long-term successful PTC enterprise. Topics include:

The webinar will examine the private equity secondary market, a private market where specialist managers purchase interests in existing private equity funds. Join the session at a time when many investors are becoming aware of secondaries as a portfolio construction tool. The session will examine many features of the secondary market such as the following: How big is the secondary market? What factors are driving its rapid growth? Who sells private equity commitments in the secondary market, why and how?

Family offices and wealth advisors have a greater need for integrated CRM solutions enabling them to:deliver consistently exceptional and highly personalized serviceseamlessly coordinate cross-functional activitiesmanage multifaceted relationships among the families they serve and their trusted advisorsIn this webinar, Chris Martinez, CFP® of Oakbrook Solutions will focus on key considerations for:assessing needs, readiness, and selecting a CRM solutionintegration and interoperability of existing CRM systems within the

Have you considered what it will take to recruit the next generation of leadership to lead your family office to success over the next 15-20 years?Successful recruitment and retention of your office’s most critical roles takes forward thinking, a considered approach, long-term planning, and a methodical process that is structured to identify the best talent. Linda Mack, Founder and President, and Lisa Ryan, Managing Director, of Mack International, LLC will lead a dialogue on best practices and proactive planning for recruitment of key talent.