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842 results found
Managing Risk Inherent in Direct Investments
Publish Date:
Sep 13 2017

When families and family offices become involved in direct investments, whether as lead or coinvestors, they take significant additional risks that need to be appropriately managed. Such risks include regulatory exposure and potential lawsuits from coinvestors, employees and other stakeholders in the investee companies, and sellers and potential bu...

Navigating the Healthcare Marketplace
Publish Date:
Jul 27 2017

Originally presented at the July, 2017 FOX Regional Member Briefing in Philadelphia, PA.Presenter:Meg Bricker, Principal, Mercer

BREAKOUT D: Matters of Security: A Family Case Study
Publish Date:
Jul 19 2017

In today’s ever-connected world, security threats continue to evolve while the sources of threats remain elusive and sophisticated. In this session, our security expert, John Lugiano, will share designs on systems and processes he has successfully implemented to analyze and mitigate personal, physical, and cyber-related security threats. Thro...

Assessing the Threat: Cyber Incidents and Identity Theft
Publish Date:
Jun 14 2017

As more and more of our daily tasks are accomplished in the digital realm, the possibility of a cyber incident and subsequent identity theft continues to increase. Understanding the potential impact such incidents can have on a family office or business is critical when determining how to deter such threats and mitigate identity theft. Watch t...

Securing Family Offices with a 360° Risk Profile
Publish Date:
Mar 22 2017

This webinar discussed how high net worth families and their respective offices, as well as family-owned and operated businesses, are facing increasingly complex security risks in both the physical and cyber domains. Family offices are particularly attractive cyber targets not only because they manage significant financial assets, but also based on...

Understanding Dynamic Geopolitical Events and Risks
Publish Date:
Oct 27 2016

In order to effectively reduce their risk profiles, families of wealth must understand how they may be impacted by geopolitical events. General Hayden is uniquely positioned to bring the level of sophisticated insights families and their advisors need to build a comprehensive view of global risk. In this session, General Hayden will explore the tec...

Internal Controls: Assessing Risks and Implementing Solutions
Publish Date:
Jun 29 2016

Family office activities are complex, and families can unintentionally put themselves at risk if they don’t proactively identify and address the potential impact of external factors. One solution: conduct a full diagnostic risk assessment and review of your internal controls to ensure that potential problems have been identified and proper mitigati...

Top 10 Security Risks to Family Offices and Family Business and Best Practices for Mitigation
Publish Date:
Jun 15 2016

Family offices and family-operated companies face a variety of security risks, including: cyber, physical, reputational, and financial. In many cases, their interconnectedness to family residences complicates matters further. David London of The Chertoff Group and FOX senior technology consultant Steven Draper will explain how to improve a family&r...

Track 2 - THE RISING GENERATION - Social Media…How Do You Protect Yourself and Your Family?
Publish Date:
Oct 22 2015

More than 58 million Americans use social networking sites several times per day. Social media has created a new sense of reality—a reality that its benefits have outweighed the risks. Liability risks involved with the use of social media include defamation, invasion of privacy and negligence. This session provides awareness into the risks as...

Data Security and Privacy Issues – Staying on Top of the Game
Publish Date:
Oct 23 2014

As an expert in information secrets, cyber attacks and corporate espionage, Dr Cédric Jeannot utilizes his experience in the field of cryptography, authentication, key management and forensics in various high-profile security projects. An author and frequent international speaker on the topic of information security and privacy, he is currently inv...

Insurance Planning
Publish Date:
Aug 20 2015

Your fellow FOX members have contributed these insurance planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. If you have developed sample planning tools, templates, or practices that you think will be of interest to ot...

Document Management
Publish Date:
Feb 18 2014

Your fellow FOX members have contributed these document management tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, please submit...