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Critical to the success of any design-build project is creating and managing a highly-functional, cooperative and collaborative team of internal and external resources to meet the needs of the family. Building such a work team necessitates thoughtful and preemptive conflict resolution processes as well as effective communication strategies. Ben Dat...

Members of the US Executive Council will lead a session that describes how a group of 30 leading family office executives worked together to develop and later to refine a Family Office Communications Plan at their two meetings this year. The plan provides a compilation of the best thinking of the Peer Council members, using the 20+ years of experie...

Julio Cazorla will share some of the leading practices implemented by the family, including the Critical Controls Checklist that his management team uses to manage key projects in the family office.We will review their Human Resources process for Performance Management and Performance Measurement and Julio will discuss how firm-wide metrics are dev...

Please join FOX senior managers Jane Flanagan and Mariann Mihailidis to learn about the key findings from the 2014 FOX Benchmarking Study with highlights from the following best practice areas: Oversight and Governance, Complexity and Cost, Wealth Sustainability, Owner Engagement and Education, Client and Staff Satisfaction. FOX has conducted a pee...

PFTCs provide significant flexibility with respect to investment management. The governance models afforded under PFTCs allow families to carefully craft the role of investment management, from the what, to the who, to the how. Modern trust laws in select states will allow you to create this flexibility through PFTCs, or for those less ...

Regulated PFTC’s are licensed and supervised by state banking regulators. In exchange, families are given the only non-federal, permanent corporate/LLC charter allowing them to provide trust services and, without registration with the SEC, act as an investment adviser. The main price they pay is the burden of state regulations and...

Poor trust risk management and family disunity remain major if not the major threats to families seeking to remain together from generation to generation. Often embraced hesitantly by families, the most important risk management actions are basic and logical, only requiring families to understand and commit to them. Communication is often the...

For those considering a PFTC or in the early stages of developing one, this session provides the core information needed to get started, including identifying the right state and right structure for your family, chartering or licensing, and insight on the day to day realities of operating a PFTC.Attendees will learn:The chartering/licensing p...

The PFTC represents an elegant evolution of the family office by solidifying the role of the family in managing all of the family assets (more than just trust assets) and implementing its strategic plan. In this session, expert advisors and a family office executive share how to successfully integrate the PFTC with the family enterprise.Attendees w...

A founder of the modern private trust company industry will provide a brief history of the industry and where it is at today: its strengths, growing maturity, challenges and how it must evolve going forward. Attendees will learn:A top-down overview of today’s state-of-art private trust company, both inside and outSome key recent st...

Private Trust Companies were created and constantly evolve to meet the needs of wealthy families for trustees not adequately met by the traditional alternatives of institutional and individual trustees. The foundations for choosing the right trustee for a family are(i) identifying the role they need their trustee to play, and(ii) understandin...