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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.

Join us for an inside look at ultra-high-net worth global investors and the processes they employ to make investment decisions and oversee their portfolios. This timely information has been culled from several FOX sources including our most recent annual investment benchmarking results. Accompanying this data, we will share the FOX perspective, investor insights and stories to highlight key points. We will take a forward looking approach on views by investors on economic sentiment, opportunities and risks, and alternative investments among others.

One of the largest areas of complexity and one that creates a great challenge for family offices is timely and accurate reporting. External providers, like custodians, investment managers, and tax advisors provide financial information to family offices to download into the best consolidating reporting option they have available. But what are the latest technology reporting options available to family offices? What are the challenges of integrating new systems?

To be successful, the family office and the family itself must be aligned in their objectives with clear definition of roles for each. Join us for this webinar as we define roles and responsibilities of family offices and families and how to set corresponding goals. We will emphasize a family office at its best, including an office that identifies opportunities, challenges and helps establish and preserve the family enterprise.

Custody of assets is a serious issue for investors and raises many considerations besides the safekeeping of assets. Listen into this webinar to hear the current landscape affecting custodians and family offices. Learn the differences among custody services and providers including pricing, borrowing against assets, reporting, and other issues. What should a family office look for in a custodian, including a global custodian? What are the components of a custodian agreement? What should you look out for when negotiating an agreement?

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?

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.