Gain insight about the latest trends on cloud computing and learn about the evolution of cloud technology with one of the entrepreneurial pioneers of the cloud platform, David Matalon of External IT. Learn from Fidelity technology experts about the risks of expanding into a hosted solution. Gain a better understanding conducting effective due diligence when selecting a vendor and how cloud technology is specifically applied in the financial services industry and the family office market.
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For family-owned businesses where personal relationships are entwined with the success of the business, successful transitions require careful planning. Whether you are contemplating selling the business to a third-party buyer or moving the business down to the next generation, there are several important family business best practices that family business owners should plan for and consider institutionalizing well in advanceof the transition.
Recruiting and retaining talent is critical to the overall success of your Family Office and Family Enterprise. How does your compensation and benefits plan stack up against your peers? Tune in to this webinar to find out what 122 of your family office peers are doing to attract and retain their most valuable human capital assets. From HR Practices to benefits and perqs, the results of the latest FOX Benchmarking Survey will help you prepare for year-end employee reviews and evaluate your current plan.
Aligning investment strategies and anticipated investment returns with trust distribution policies is both an art and a science. The science is regulated by laws and fiduciary responsibilities and the art is all about weathering the current market environment, anticipating governmental and tax law changes and aligning asset allocation to meet the demands of the anticipated distributions.
As advisors, it is second nature to ensure that families have a transition plan in place for the future. So, why don’t more firms apply the best practices they advise for families into the development of the next generation of family office and multi-family office leadership and talent?
Wealth brings vast opportunities to families, but also vast challenges. Families wish to motivate children with wealth and to foster independence vs. dependence, but often families are faced with children who feel privileged. The goal is to transfer values and purpose not just assets. Join us on this webinar as Tom Rogerson outlines his five step process to healthy family governance. With an integrated family governance plan, the family is prepared to operate more efficiently and harmoniously over multiple generations.
Earlier this month the U.S. Treasury Department issued a surprise announcement extending a one-year “enforcement delay” for mandate-related employer coverage penalty and reporting requirements. Although generally welcome news, plan sponsors should carefully note that many aspects of health care reform are still pressing forward next year, in spite of sometimes misleading media reports.
Just as every family office is as unique as the family it serves, the office’s technology is driven by the priorities and needs of its clients. There is no one right answer when it comes to technology. Every office does the best it can with what it has to ensure the most integrated, efficient and secure environment possible and to provide its clients with the information they need when they need it.
Have you ever wondered whether an Advisory Board is right for your family owned company? Join us for this webinar as we explore the reasons an Advisory Board can be a valuable addition to your business' governing board. We'll discuss the key aspects of an advisory board, how it differs from a governing board, and the impact it will have on your company. Janelle Brittain, of the Dynamic Performance Institute, will identify the important factors in establishing and running an Advisory Board and how to determine its success on your business.
Every family faces a time when for one reason or another individual family members have to learn how to live off a finite level of wealth. Whether that necessity is prompted by the termination of a trust or the sale of a business, living off a portfolio requires a new mindset and new responsibilities for family members who are accustomed to ongoing distributions. What are the key things to plan out, monitor and prepare for to ensure your portfolio enables you to meet your long and short term financial goals?