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.
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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.
Enterprising families have obviously been successful at building wealth, but they often falter when it comes to building human, social and intellectual capital. Join us for this program to learn about how a family evolves and the four dimensions of family sustainability. What do you need to do if you truly want to sustain wealth across generations? It’s beyond preservation or stewardship of wealth. Our expert speaker will share ways in which families can assess where they are on the journey and develop a road map to move them closer to achieving sustainability.
There are incredible wealth transfer opportunities for business owners, given the unprecedented high exemptions, low tax rates, and low interest rates that are in effect today. Listen in to this program as our speakers explore wealth transfer strategies that work best for family business owners to transfer wealth to the next generation and beyond. Learn about some planning techniques that can be applied to leverage the opportunity to transfer wealth and the business including Dynasty Trusts, GRATs, and sale to a Grantor Trust.
There is a wide range of emergencies—beyond natural disasters—that require thorough emergency planning. What types of emergencies can potentially impact a family and their assets? Listen in to learn about special circumstances related to high net worth families and the emergency planning process. Our expert speakers will explore elements of an effective emergency plan, life events that should trigger conversations, and vendor-driven security solutions vs. home security and family safety planning.
You may wonder why family offices and advisors need to know about social media. This online seminar will explain why it is critical for creating personal brands, attracting prospects for advisors, and staying on the right side of compliance issues.
Contemplating or deciding to sell the family business creates a challenging transition for families. How do you prepare your family or your clients? What happens when legal and financial structures change? What is the reinvestment plan? How will the family reinvent themselves? Listen in as GenSpring Chief Fiduciary Officer, Steve Salley explores the benefits, principles and considerations to take when creating a reinvention plan. What are the components? Where do you begin?
Investors are highly concerned about inflation and deflation and other critical macro-economic issues. What does the future hold? Taking into account recent U.S. and global economic developments and the status of various financial markets can help answer questions on the minds of investors. Sam DeRosa-Farag of Morgan Creek, will provide a macro view of global and US economies, providing market analysis, real-time implications and thoughtful ideas for sophisticated investors to consider.
The question isn’t: Will your family office have to restructure to comply with the Investment Advisers Act by July 21, 2011 (or after a short extension)? The question is: How extensively will your family office and entire family enterprise have to restructure?