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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?

Life Insurance is a valuable planning tool for families that is too often comprised of a patchwork of policies purchased from an assortment of agents and owned by an ensemble of entities. Changing family needs and deteriorating policy performance contribute to the confusion which threatens the effective use of this tool. This risk is addressed by the Life Insurance Steward, a new industry role dedicated to the coherent, holistic evaluation and management of life insurance assets.

One of the most highly valued services provided by FOX is our annual family office benchmarking study and associated reports that we provide to family offices. In this program you will learn why we conduct this study each year and the evolution of this initiative. One of the most valuable take aways we are sharing with you today are the six dimensions of family office performance and the family office report card.

With all of the news about foreign state intrusions into U.S. systems, it’s easy to forget that there are other risks. Family offices and wealth advisors are more likely to be targeted by commercial hackers, disgruntled insiders and cyber attackers. Is your Family Office doing the right thing to protect you and your family’s confidential and sensitive information? Are you and your family putting yourselves at risk?

You may have heard the phrase "succession is a process, not an event," but what does this really mean in practice? Listen to our February 6 presentation as we explore leadership succession in the family enterprises as experienced by the Houghton family. Karen Neal, Managing Director at Family Office Exchange will moderate a panel including James Houghton, sixth generation family leader and Marianne Young, CEO of Market Street Trust Company, the Houghton's family office.