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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.

Fostering effective communication and gaining consensus in the family governance and estate planning/execution is never an easy task. Whenever the complexities of a blended family are introduced into the dynamics, whether the family is blended by adding in-laws to the governance system or through re-marriage, the scene is ripe for conflict if not proactively managed.

The strong performance in developed markets equities over the past few years has created a number of divergences between markets (Alligator Jaws) which history tells us will eventually revert to the mean and close the disparities.