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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.

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.