Tuesday, July 12, 2022

All times listed are in U.S. Central time.

Welcome to the Forum

Peter Moustakerski, CEO, FOX
Glen W. Johnson, President of Membership, FOX

2022 Trust, Tax, and Estate Planning Update
Don’t miss this in-depth tax, trust, and estate planning update. Recent trust and estate litigation cases will be examined, as well as trust and fiduciary state laws. Current UHNW tax audit practices will be addressed in addition to a discussion on how to manage the tax challenges that come along with states trying to tax beneficiaries who live in different locations than their trusts. Discover what to watch out for and what you should consider doing to protect the clients you serve. 

Jeremy Mertens, Tax Managing Director, BDO
Adam K. Sherman, Partner, McDermott Will & Emery LLP
Mandy Chardoul, Partner, MST, CPA, CFP^®, Plante Moran

Moderated by Scott Winget, Market Leader, Enterprise Families, FOX 

1.50 CPE | Taxes

CONCURRENT BREAKOUT SESSIONS (please select one)

• Exploring the Family Office Regulatory Landscape
  From potential family office regulations to the Corporate Transparency Act, it seems new proposed legislation impacting family offices will continue to emerge. This panel will examine the legislative shift that is placing the burden on family offices as well as what the implications are to existing and future family office structures, compliance, privacy, and reporting. Panelists will also discuss what is being done in Washington to bring an industry voice and balanced perspective.

Valerie Dahiya, Partner, Firmwide Chair, Securities Trading and Markets Practice; Washington, D.C. Office Managing Partner, Perkins Coie
David M. Allen, Partner, Katten Muchin Rosenman LLP

Moderated by Glen W. Johnson, President of Membership, FOX

1.0 CPE | Specialized Knowledge 

-OR-

• Technology Roundtable
  Have you ever wanted to talk with others who are facing the same kind of issues you are finding around technology solutions? Are you interested in hearing questions and issues about different technology solutions that affect family office industry products? Now you have that opportunity. The Technology Roundtable allows you to hear from and share with others in the same situation looking for solutions and products being considered for their offices.
  
  Moderated by Kent Lawson, Director of Technology Integration Services, FOX

CPE is not offered for this session. 

Family Office Peer Dialogues - Open to Families and Single-Family Office Executives

• Small Family Offices (1-6 employees)
  • Stephanie Simmons, Relationship Manager, FOX
  • Kent Lawson, Director, Technology Integration Services, FOX
• Medium Family Offices (7-14 employees)
  • Heather Abramson, Director, Relationship Manager, FOX
  • Chris Herbert, Relationship Manager, FOX
• Large Family Offices (15+ Employees)
  • Scott Winget, Market Leader, Enterprise Families, FOX 
  • Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX

Advisor Peer Dialogue - Open to Advisors and Multi-Family Offices 

• Glen W. Johnson, President of Membership, FOX 

CPE is not offered for peer dialogues. 

Managing Rising P&C Premiums in an Evolving Insurance Landscape
This session will help attendees understand how to manage the challenging insurance market including steeply rising insurance P&C premiums and canceled policies. Speakers will discuss how to keep premiums down as much as possible and how to work with brokers to ensure you’re considering the best strategies for dealing with this challenging insurance environment. 

Kimberlee Connell, Managing Director, West Zone, Marsh McLennan
Robb Lanham, Personal Insurance, Hub International
Stephen Poux, Risk Management Services and Loss Prevention, AIG Private Client Group

Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX

1.0 CPE | Specialized Knowledge 

Forum Reception and FOX Specialist Advisor Showcase 
This pilot program showcasing FOX Specialist Advisors is an opportunity for Family Office Forum attendees to experience a unique perspective and access advisors with specialties focused on the family office industry but not profiled at larger forums or events. Each specialist advisor will be available for attendees to access while mingling with cocktails and appetizers. In this relaxed format, discussions with specialist advisors can lead to informative conversations and invaluable knowledge sharing on unique segments within the family office market.

Wednesday, July 13

All times listed are in U.S. Central time.

Discuss important topics within the family office industry over breakfast with peers. The following table topics will be available for attendees to choose from: 

• Private Trust Companies 
• The Rising Gen
• Legal Counsel 
• Technology and Cybersecurity
• Talent
• Advisor Networking 

Welcome to Day 2

Scott Muench, Market Leader, Financial Families, FOX

A Guiding Light: Developing an Impactful Strategic Plan 
When a strategic plan is developed with the family's values and mission in mind, they can serve as a family-endorsed roadmap for family offices. Join this session to hear about FOX's own work with developing a vision and mission statement, and from a seasoned family governance expert who has worked with families and family offices to create proven strategic plans that are driven by the core values and mission of the family itself.

Carolann Grieve, CTFA, Senior Vice President and Managing Director of Family Governance, Truist Wealth Center for Family Legacy    

Moderated by Peter Moustakerski, CEO, FOX

1.0 CPE | Specialized Knowledge 

CONCURRENT BREAKOUT SESSIONS (please select one)

• Developing an Effective Total Compensation Program 
  As Family Offices evolve and become more complex, attracting the right talent to deliver and manage services requires compensation that is competitive with other professional firms. Join this session to discover how family offices can create a compensation program that attracts unrivaled talent to serve the family.

Eric Gonzaga, Principal, Human Capital Services, Grant Thornton
Ken Cameron, Director, Human Capital Services, Grant Thornton

Moderated by Peter Leo, Director, Human Capital, FOX

1.0 CPE | Specialized Knowledge 

-OR-

• Managing Outsourced Services for Family Offices 
  Many family offices choose to outsource services for a variety of reasons including their inability to hire in-house staff for all areas of service. This session will feature panelists with family office outsourcing experience in functions like tax compliance, payroll, human resources, bill pay, and more.

Scott Metsch, Pulver Metsch, LLC
Amjed Saffarini, CEO, Maestro

Moderated by Peter Moustakerski, CEO, FOX

1.0 CPE | Specialized Knowledge 

Cracking the Family Office Talent Code 
It’s no secret the UHNW world is facing a myriad of talent challenges, from increased outsourcing to designing competitive incentive and compensation programs, to convincing the family that the office needs more staff. Join a panel of trusted family office advisors with deep family office HR experience as they address these often-nuanced situations.

Deon Hornsby, AVP, Regional Underwriting Manager, AIG, Private Client Group
Jack Kristan, CPA, CIA, Partner, Plante Moran
Michelle Javier, Talent and Organizational Development Consulting Manager, Plante Moran
    
Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX 

1.0 CPE | Specialized Knowledge 

2022 Compensation and Benefits Survey: Emerging Themes
Get up to speed on the latest results from FOX’s compensation and benefit survey. 

Glen W. Johnson, President of Membership, FOX
Hilary Leav, Director, Insights & Research, FOX

CPE is not offered for this session.