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Real estate plays a large role in the accumulation of wealth. Often opportunities in the marketplace can be missed when the thought of large capital gains and recapture taxes loom.

Effective communication and cohesion are critical to long-term family success. Family meetings are most successful when they are part of a larger communication strategy. The annual family meeting provides an opportunity to educate and inform family members/shareholders as well as foster greater unity. Poor communication and education and a lack of cohesion among family members can create immeasurable risk to the long-term survival of the family and the business.

What’s the key to ensuring a high-functioning organization? Getting the right people engaged in the right activities to have the most impact on your business and the families you serve. Kelley and Barbara joined us and participated in this interactive session on how performance management—and the dreaded performance review process—can be a manageable, meaningful dialog that improves performance and employee engagement through five conversations and competency mapping. Features key insights from a family office that has reinvented the performance review.

Benchmarking is critical to a multi-faceted investment strategy, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders. During the First Quarter of 2015, Family Office Exchange collected data to better understand asset allocation and performance and to delve into areas such as alternative investments, the investment decision-making process, and the use of consultants.

While no one really knows what the future will bring, global research data can provide a perspective on what may become reality. Kirby Rosplock, Ph.D., author of The Complete Family Office Handbook, guided participants through statistical evidence indicating trends that may impact the family office of tomorrow. Kirby addressed the global demand for family office services as well as the increased need for expert, trusted advisory service that is cost effective, customizable and global as well as the perceived impact on the day to day functions of the family office of tomorrow.

Tom Abendroth and Jim Steffel joined us to review 2015 estate planning. They guided FOX participants through the most significant legislative, regulatory and case law developments that were covered earlier this month at the 49th Annual Heckerling Institute on Estate Planning.

It has often been said that one of the keys to success is surrounding yourself with smart, talented people who have your best interests in mind. But, how do you find those people and how do you determine if they are right for you? Building upon his global consulting experience in the area of wealth advisor searches, Charles Grace, Managing Director, Family Office Exchange led the FOX learning community on an in depth exploration of Wealth Advisor Selection.

When most people are asked why they work, the quick response is often, “For the money, of course!” While the natural inclination is to place emphasis on financial remuneration, the cash component of a compensation package can mean different things to different people as well as to the employer.

There is a great deal of focus on preparing the next generation, however often misguided on how to do this. In this webinar, attendees will learn:The important questions that must be answered first in order to effectively prepare the next or rising generationThe important distinction between developing Life IQ versus Financial IQThe principles and practices needed by both the "parent" and "next" generation in the preparation process

In this webinar, attendees will learn:What is a captive insurance company and why a client might form oneThe taxation and legal aspects of a captive -- including IRS safe harbors, revenue rulings and case law historyProfiles of clients that have structured captive insurance companiesPotential pitfalls of the captive insurance strategy and what to avoid