2013 FOX 100
Family Office Exchange (FOX) is pleased to present this year’s selection of articles, reports and white papers devoted to the issues of most concern to wealth owners and family office executives globally.
To assist in locating information of particular interest, Resource Center material once again is grouped by subject area.
Family Matters
Achieving Sustainability: The Challenges, Opportunities and Complexities of Enterprising Families
Relative Solutions
A Look at Private Company Governance
Ernst & Young
Building a Transgenerational Legacy
Fidelity Family Office Services
Business Dealings with the Four Ds: Death, Divorce, Disability and Drug Dependency
Hemenway & Barnes
Family Business Transition Planning
Harvest Capital Management
Family Compounds: Legacy of Joy or Intergenerational Prison?
Ballentine Partners
Fueling the Family Enterprise: What Family Businesses Gain by Embracing Diversification
Hemenway & Barnes
Fundamentals of Values Based Parenting
Ascent Private Capital Management
Leaving the Family Nest: A Guide for Young Adults
Ascent Private Capital Management
Legacy Planning: It's Not Just About the Money
Atlantic Trust Private Wealth Management
Leverage First: Using Family Resources as a Positive Influence for Recovery
Aureus Inc.
Managing Your Wealth: Guide to Tax and Wealth Management
PwC Private Company Services
Playing Their Hand: U.S. Family Businesses Make Their Bid for the Future
PwC Private Company Services
Prenuptial Agreements and the Elephant in the Room
Warner Norcross & Judd
Pre-Transaction Wealth Planning for Business Owners
Gresham Partners
Raising Balanced Children: A Resource List for Parents and Grandparents
Altair Advisers
The 20-Somethings: A Decade of Teachable Moments
Atlantic Trust Private Wealth Management
The Art and Collectibles Market: Who Is on Your Side?
ARIS Title Insurance Corporation
The Distribution of Family Belongings: Keeping the Peace
Glenmede
The Home Team Advantage: Successfully Preparing Your Family for the Future
Wilmington Trust
To Reveal or Conceal: The Transparency Myth in Families of Wealth and Family Businesses
Inheriting Wisdom
Transferring Real Estate Ownership to Multiple Recipients
The Northern Trust Company
Turn Your Passion for Collectibles into an Asset
Wilmington Trust
Unlocking a Concentrated Holding
Atlantic Trust Private Wealth Management
Wealth: Burden or Opportunity?
GenSpring Family Offices
White Paper No. 56: Being Rich
Greycourt & Company
Family Office Issues
2013 U.S. Trust Insights on Wealth and Worth
U.S. Trust, Bank of America Private Wealth Management
Businesses Adapting to an Aging Workforce
Warner Norcross & Judd
Cloud Computing: What It Is and How It Works
Advent Software
Data Aggregation, Reconciliation and Transaction Cleansing: The Argument for a "Clean Data Hub"
Oakbrook Solutions
Growing Your Wealth Management Business
Advent Software
It's Noisy Out There: How Families May Uncover the True Essence of a Wealth Advisor
Ascent Private Capital Management
Lessons Learned After 25 Years of Family Office Management
GenSpring Family Offices
SEC Exam Survival Guide: Prepare in 12 Steps
Advent Software
Social Media in Investment Management: Think Before You Tweet
Advent Software
Take Another Look at Wellness Programs
Warner Norcross & Judd
The Value of Traditional Banks in the Modern World
TriState Capital Bank
Investments
2013 Mid-Year Review: Still Floating
Gresham Partners
Adopting ESG Factors to Improve Returns and Reduce Risk
Federal Street Advisors
Addressing the Challenges of Currency Exposure in Internationally Invested Portfolios
Millennium Global Investments
Defining Normal
Glenmede
Demystifying Emerging Markets
Rockefeller & Co.
Distressed Debt Investing
Denning & Company
From Headlines to Trendlines
Ascent Private Capital Management
Going Up? Where to Find Returns if Rates Begin to Rise
Welton Investment Corporation
Heading Overseas
The Northern Trust Company
I-Harmony: Marrying Your Investment Portfolio with Your Financial Goals
Eton Advisors
Investing in Volatile Times: A Dynamic Approach to Asset Allocation
NEPC
Investing with Style: The Case for Style Investing
AQR Capital Management
Is Your Asset Allocation Adding Value?
Vogel Consulting
Outlook
The Northern Trust Company
Playing the Dogleg
Hawthorn, PNC Family Wealth
Preserving the Deal: Building Protections for Investments in Real Estate Development
Hemenway & Barnes
Rewards of an Infrastructure Toll Taker
Hawthorn, PNC Family Wealth
Structuring Foreign Investment in United States Real Property
Cantor & Webb
Taming the Inflation Tiger
Atlantic Trust Private Wealth Management
The Economics of Water
Abbott Downing
The Federal Reserve and Money Printing: Lessons of the 1930s and 1940s
Glenmede
The Great American Energy Boom
Ballentine Partners
The Wealth of Nations
Abbott Downing
Understanding Reinsurance
AQR Capital Management
When Bonds Fall: How Risky Are Bonds if Interest Rates Rise?
Welton Investment Corporation
White Paper No. 57: Actively Passive
Greycourt & Company
Philanthropy
5 Reasons 2013 Is a Great Year to Give
Schwab Charitable Fund
From Best Practices to Next Practices: In Search of Long-Term and Sustained Philanthropic Impact
U.S. Trust, Bank of America Private Wealth Management
Philanthropic Strategies for Entrepreneurs and Business Owners
U.S. Trust, Bank of America Private Wealth Management
Reinstatement of the Charitable IRA Rollover
Hemenway & Barnes
Structured Philanthropy: Private Foundations and Selected Alternatives
Hawthorn, PNC Family Wealth
The Endowment Challenge
U.S. Trust, Bank of America Private Wealth Management
The New Benchmark: Fulfilling Your Mission
U.S. Trust, Bank of America Private Wealth Management
Why It Might Make Sense to Donate Your Best Investments Instead of Cash
Schwab Charitable Fund
Risk Management
Help Prevent Cyber Fraud
Fidelity Family Office Services
Institutionalize Your Life Insurance Portfolio
Nease, Lagana, Eden & Culley Inc.
Is Your LLC or Trust Properly Insured?
Willis North America
Passport to Safe Travels: Practical Advice for Affluent Travelers
HUB International Personal Insurance
Preparing for the Unexpected: Disaster Management Planning for Businesses
HUB International Personal Insurance
Privacy Matters: Social Media, Risk and Reward
HUB International Personal Insurance
Sandy Takes Art Collections by Storm: Lessons Learned from Superstorm Sandy
Willis North America
Technical Summary of the Art Market Title Risk Challenges Facing the U.S. Nonprofit Museum Community
ARIS Title Insurance Corporation
What Do Horse Owners Need to Know When It Comes to Insurance?
AIG Private Client Group
Tax and Estate Planning
Art and Collectibles: The Perils of 1031 Exchanges
ARIS Title Insurance Corporation
Attention All Nonresident Aliens: This Is a Roadmap for Making Gifts of Money to Your U.S. Child
Cantor & Webb
Estate Planning After ATRA: A Summary of the Heckerling Institute on Estate Planning
Hawthorn, PNC Family Wealth
Estate Tax Reduction Strategies for Private Equity Owners
Plante Moran
Gifting in a Changing Tax Landscape: Do Taxable Gifts Still Make Financial Sense?
Abbott Downing
Low Interest Rates Still Present Attractive Planning Opportunities
Wilmington Trust
New Hampshire's Attractive Landscape for Trusts and Trust Companies
Perspecta Trust
Planning with Retirement Assets
Atlantic Trust Private Wealth Management
Portability of the Unused Spousal Exclusion
Abbott Downing
Powerful Trust Planning Opportunities in 2013
South Dakota Trust Company
South Dakota Directed Trusts, Trust Protectors and Special Purpose Entities
South Dakota Trust Company
Straying from Home: The Search for Situs
Ascent Private Capital Management
Tax Consequences of the EB-5 Immigrant Investor Visa
Cantor & Webb
The Answer to Family Office Regulatory Reform: The Private Family Trust Company
South Dakota Trust Company
The Eroding Protection of Trusts in Divorce
Schiff Hardin
The Family Opportunity Trust: Leveraging the Trust
Hawthorn, PNC Family Wealth
The Meaning of the Terms Principal and Income When Used in Trust Agreements
Warner Norcross & Judd
What Advantages Do Directed Trusts Offer?
Altair Advisers
Why Do I Owe Tax on Art I Don't Own
ARIS Title Insurance Corporation
With So Many Programs and So Little Time, What Is a Noncompliant U.S. Taxpayer to Do?
Cantor & Webb