View this webinar for a first-hand introduction to the FOX Wealth Center website, and learn how to navigate the site to ensure you receive the maximum benefit from all the knowledge neatly packed within the shiny new platform. You will save time with the hints and tricks that we show you.
Creating a Private Family Trust Company (PFTC) may be the perfect solution for a family who values flexibility and control or family office looking to comply with the SEC regulations. View this webinar replay to gain practical insights from industry experts on how to form and structure a PFTC, how they operate and the benefit to families. Many people think this option is too expensive, listen in to find out actual start up costs and the cost of ongoing operations. The second part of the program focuses on another unique planning technique called the Family Bank Dynasty trust.
With escalating family office costs, increasing complexity of the investment markets, and SEC regulatory changes, families are taking a more thoughtful approach to their investment function and considering changes that reflect the long term vision of the family. Join us for this webinar as we explore the investment consultant landscape as an option for family offices. What are common characteristics of investment consulting firms and how do they differentiate themselves? What are the current trends in the investment consulting arena?
A strong governing board is part of the “glue” that helps marry and implement the family vision and legacy with strategic plans and results. One of the most effective programs that can be implemented in the family enterprise is to establish and strengthen the impact and effectiveness of the family governing board.
Compensation cost is a significant expense for family offices, accounting for approximately 60% of a family office budget. It is critical to the success of a family office to not only hire the right people but also to ensure it's compensation program is aligned with the family’s values and long-term objectives and is appropriate for the life stage of the family office.
On February 9, 2012, the Commodity Futures Trading Commission (“CFTC”) issued final rules eliminating a number of exclusions and exemptions relied on by commodity pool operators and commodity trading advisers and the final rules increase the reporting requirements for these groups. In making these changes, the CFTC declined to provide specific exemptions for family offices. And therefore many family offices will be impacted. This teleconference focuses on examining changes to the rule and helping you comprehend how it impacts the family office community.
Participate in this year’s estate planning update. This webinar is one of the most highly attended programs every year. Our speaker will share insights on recent legislative and regulatory developments that will impact estate planning in 2012 and beyond. This program will offer analysis and planning techniques on GST tax, death tax, gifts and estates. How will wealth-owning families be impacted in the short and long term? How should families plan for the future? Are there other legislative changes coming our way? Listen in to find out!
The key to effective continuity planning is, first and foremost, the family's understanding and commitment to the process and secondly, the integrity and design of family governance structures which will allow for the seamless execution of the plan. Does your family or family office have a continuity plan? Join us on this webinar to explore the technical and emotional considerations of continuity planning including challenges and common obstacles.
Providing wealth management services via a single family office takes on many forms from investment oversight to educating the next generation. On this webinar, FOX consultants discuss evaluating client needs to determine scope of service options, service delivery methods and elements of a client service agreement. What services do families of wealth need? What services should be offered in-house vs. outsourced? How will oversight be provided and how will services be integrated?
Two family office executives. Similar mindsets. Different demographics. Different circumstances. Join this webinar to hear two family office executives articulate how they run the family office like a business. We will explore internal office processes as well as client facing activities while focusing on risk management and best practices. Finally, there will be an examination of being a regulated vs. unregulated entity and the impact of regulation on family office operations.