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Money conversations can be difficult, and yet they are necessary. FOX Chief Learning Officer Mindy Kalinowski Earley is joined by Amy Zehnder and Cindy Coe as they discuss financial education using an engaging, gamified approach. Using the FOX Family Learning Handbook, and Amy and Cindy’s new book Courageous Money, Your Adventure Through Money National Park as a guide, we’ll discuss money relationships, financial planning and the implications of growing up with wealth and how that influences many of our adult behaviors.

FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 56th Annual Heckerling Institute on Estate Planning. Key legislative, regulatory, and case law updates impacting ultra-high net worth families and their family offices will be covered. Carl C. Fiore, Managing Director, Andersen US National Tax Office Kristin Yokomoto, Partner, BakerHostetler Scott Winget, Enterprise Market Leader, FOX

Our annual cybersecurity update will discuss one of the leading cybersecurity risks to your firm and your clients—ransomware. With the instances of ransomware attacks rising every day, wealthy family offices are particularly attractive targets to cybercriminals. In this webinar, Baker Tilly Cybersecurity Principal Joe Shusko provides insights on managing your family office’s risk against a ransomware attack. He will discuss the impacts and trends of ransomware attacks, how ransomware attacks are executed and leading practices to minimize your ransomware risk.

Family offices are getting more and more sophisticated, with complex structures and investment platforms similar to that of institutions. Attracting the talent to deliver and manage those models and platforms demands a compensation package that is competitive with other professional firms. Eric and Ken will discuss how the industry has changed and how compensation packages at family offices have evolved to meet those needs.

Join FOX for a 2022 global economic update from Charles Schwab’s Chief Global Investment Strategist, Jeffrey Kleintop. Jeffrey will highlight important issues in the current economic cycle such as central bank policies, global interest rates, and inflation. He will provide commentary on the latest trends and events impacting international markets, and attendees will walk away with actionable insights to guide capital allocation.

Family Businesses in the United States fuel the country’s economic engine. Research shows Family Businesses employ 59% of all US workers and generate 54% of GDP, (“2021 Contribution of Family Businesses to the US Economy”; Piper and Astrachan provided by FEUSA), yet they face challenges from Congress each day.

The new year brings unique opportunities for families and their offices, but it can also create new obstacles to navigate. FOX has identified three dominant themes that will drive disruption and opportunity for families of wealth, their family offices, and their professional advisors.

As the largest intergenerational wealth transfer in history unfolds during a time of rapid technological, climate, and social change, some families view philanthropy as a way to build family cohesion and teach younger members a sense of responsibility. Philanthropy can be a unifying force – but it can also lead to conflict as families work to balance legacy, change, and personal relationships.

The events of the last two years have been a catalyst for families to assess past and future philanthropy goals and strategies. Key elements currently impacting philanthropy approaches are potential tax changes, alignment with the rising gen on shared giving goals, changes in philanthropy practices, like collaborative giving, the increased pace of capital spending and pre- and post-liquidity philanthropy planning. During this webcast, panelists discussed the elements above and provided advice on how to develop an intentional and well-rounded philanthropic plan for the future.

40% of families now gift their assets through trusts compared to 12.5% in 1995. Directed trusts, special purpose entities, trust protector companies, and regulated and unregulated private trust companies have all played integral roles in the growing popularity of trusts. This session focused on the important reasons families are choosing these popular trust administration options and will provided a comparison of each option, including the advantages and disadvantages of each. By the end of this webcast, attendees will be able to: