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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?

The SEC issued its final rule that defines family offices. The rule defines the requirements for a family office to be excluded from registration under the Investment Advisers Act of 1940. This rule stems from the Dodd-Frank Wall Street Reform and Consumers Protection Act. See the official SEC ruling.

Like any industry, the family office market continuously evolves in response to external environmental factors and the changing needs and demands of clients. In this webinar, listen to the FOX research team as they look at the key issues shaping the family office industry today and provide commentary and views on select trends currently affecting family offices and, more generally, the wealth management industry.

Thanks to the Tax Relief Act of 2011, the gift tax exemption amount has increased from $1 million to $5 million. Participate in this webinar and learn about several legal and insurance planning techniques that can be applied to leverage the unprecedented two year gift tax window. Among the various options that will be discussed, the program will focus on contemporary enhancements available for three time tested planning techniques: existing split dollar arrangements, private loan strategies, and sales to a defective grantor trust.