We are entering the third consecutive year in which estate and gift tax laws are in a state of significant flux. In addition, a new tax on investment income will go into effect as well as other significant tax changes. Listen to this webinar and hear two of the nation’s foremost estate planning experts share their insights, offer analysis and implications. Find out what these changes mean for wealth owning families in the short and long term. How should families plan for the future? Are there other legislative changes coming our way?
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Many of you know, the American Taxpayer Relief Act of 2012 was quickly passed by Congress and signed into law by President Obama. What you may not know are the implications of those changes and what you can expect in the future. Listen in to this teleconference to hear Lisa Whitcomb from Glenmede explain the personal income tax and business tax changes that impact families and family offices. This discussion will include income tax rates, investment income rates, rates for trusts and itemized deductions, S Corp recognition period, to name a few. Jeff Cook-McCormac fr
While art can imbue an otherworldly experience, there are real world issues to be addressed when collecting art to ensure its protection and survival for future generations. Join this webinar to hear specific security, risk management and financial considerations required to protect fine art and other valuable articles.
As competition increases, it’s even more important to differentiate, stay informed of industry trends and better understand where your firm measures up in relation to the industry. FOX recently launched a benchmarking initiative for MFO’s and advisors to provide the industry with high-quality data that would enable management teams to make better decisions and communicate more effectively with stakeholders. Join this webinar to hear the results that matter most to industry managers; profitability and growth, pricing strategies, teams and compensation.
This is a brief tour of the Family Office Exchange website.
Evaluating the cost and value of the family office is one of the family office board’s most important responsibilities. Making this happen each year is a challenge. FOX Family Office Benchmarking provides office executives and board members with a means of summarizing the work of the office and putting its value in perspective relative to family office peers.
One of the most important roles of a family office is that of family risk manager. There are many risks facing wealthy families and family offices should establish and maintain an effective risk management and internal control processes. View this program to learn why internal controls are important and what should be included in a risk management and internal control program. What are some common deficiencies uncovered during internal control assessments? How can you ensure effective organizational performance management and accountability?
The benefits of personal wealth come with complexity and heightened responsibility for the family and next generations.
Selecting a wealth advisor may feel like an overwhelming and intimidating task and some families will postpone taking action or make a hasty and uninformed decision. Where do you begin? What should you be concerned about? In this program, you will gain an understanding of best practices in the wealth advisor selection process, questions to ask and things to consider while performing due diligence. Members of the FOX consulting team, Karen Neal and Charlie Grace, will examine how to choose the most applicable business and service model, negotiate terms and fees and explore six areas for evaluating firms. Real case examples and stories will be highlighted to illustrate best practices pertaining to selecting a wealth advisor, with an overview of the new FOX Directory of Leading Wealth Advisors
Effective financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make knowledgeable decisions about their future. View this webinar to examine recent FOX research on the current state of financial reporting in the family office industry.