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Your fellow FOX members have contributed these death and estate settlement 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, pleas...

Your fellow FOX members have contributed these personal security and safety planning 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 famil...

Your fellow FOX members have contributed these human capital 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 your ...

Your fellow FOX members have contributed these financial statements and reporting documents. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. For additional examples, see Financial Reporting in the Family Office: Elevating the Conversation a...

Your fellow FOX members have contributed these investment 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 o...

Your fellow FOX members have contributed these advisor evaluation and selection process 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 fa...

Your fellow FOX members have contributed these travel 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 other...

Your fellow FOX members have contributed these trust administration 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 submi...

Forces are converging on private equity and compelling the industry to evolve. Adapting to the dynamic deal landscape, this eBook examines how to approach and maximize deal value at each stage of the acquisition lifecycle. Other emerging pain points and how to negotiate them include:Uncertainty regarding the accuracy of valuationsEvolutions in...

In this ten minute interview, Brian Lucareli and Tim Voigtman of Foley & Lardner discuss developments regarding the entity-level taxation. Insights are provided on the impact of the SALT limitation, as a number of U.S. states have adopted legislation that allow flow-through entities to elect to pay state income taxes as an entity leve...

Artificial Intelligence (AI) systems are poised to drastically alter the way businesses and governments operate on a global scale, with significant regulations already under way. To avoid overburdening businesses with the compliance requirements that aim to maintain the accountability, transparency, and fairness of AI, it is important for regulator...

Many newly wealthy families can credit their expanded fortunes to a major liquidity event, most frequently the sale of a business. For many in this group, recently acquired wealth creates a host of new and, sometimes unexpected, challenges. While the challenges will vary from family to family, the members of this group share some common n...

Venture deals have slowed down compared to the record-breaking year in 2021. However, the innovation sector continues to grow. Investors are holding a record amount of dry powder and valuation corrections are creating buying opportunities. In this report based on data collected from 139 family offices across 30 countries, see how family offices are...

With an array of charitable giving options, it's important to understand how each gift could affect your annual deductions. Here's a quick guide to tax deductions, out-of-pocket deductions, and required substantiation. For the individuals and families looking to go beyond the standard donation, there are a few alternate options wi...

Families of wealth often ask for views on two related topics—how to think about philanthropy versus impact investing and how to best implement a socially and/or environmentally impactful investment strategy. While common themes transcend these topics, each is distinct and presents an opportunity by allowing families to engage in a powerful co...