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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.

When you think of Martha Stewart, you think of insider trading. When you think of Rod Blagojevich, you think of his auction for Obama's senate seat. These are two examples of reputations can be tarnished overnight. What can be done to lessen the severity of reputation risk during a crisis? What is involved in effective, day-to-day management of family reputation? What role does the internet and privacy play and how can we influence a positive outcome?

The cost of the family office is an important aspect in the long term sustainability of wealth, although it’s not always well understood by family members. This webinar makes a compelling case for more effective communication about costs and provides office executives and family members with data and case studies to support conversations about value and efficiency. What impacts cost and how can you raise awareness? Listen in as our speakers reveal the complexity of cost, cost drivers and highlight 2010 office cost data.