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The vast majority of the wealthy actually come from middle-class or working-class backgrounds. When they find themselves in the wonderful but unfamiliar world of wealth like immigrants to a new land, the adjustment can be harder than expected. Plus, they must figure out how to raise children and grandchildren successfully in the family’s new circumstances. In this webinar, wealth psychologist Jim Grubman will discuss the concepts outlined in his groundbreaking book, Strangers in Paradise, including the parenting challenges facing wealth’s immigrants and natives.

In today’s post-ATRA world, planners are seeking insight on challenges and opportunities in this new environment. Tom Abendroth and Jim Steffel will guide FOX participants through the most significant legislative, regulatory and case law developments of 2013, as those developments were reviewed earlier this month at the 48th Annual Heckerling Institute and Estate Planning.

In 2013, U.S. Trust partnered with The Philanthropic Initiative to conduct research on philanthropy discussions between professional advisors and their high net worth clients. The findings show significant disconnects between advisor approach and client expectations. Are ultra high net worth families and their advisors aligned or are their conversations falling short of their potential? What lessons can be learned?

Within today’s volatile marketplace investors are continually aware of the abundance of risks: geopolitical tensions, uncertainty surrounding change in Federal Reserve leadership, the direction of interest rates, political dysfunction in Washington and other pressing domestic and global issues that can…or will…impact the investment decision making process.

While every family is critically concerned about the well-being of their financial assets; the well being of their human capital—the future of their children and the health of the family--is uppermost in mind.Click here to access the article referenced during the webinar: Pound Foolish, Financial Education, and Success.

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.

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?