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Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous generations. Social media, easy access to information through search engines, and dramatically different expectations call for creative ways for families to raise financially mindful c...

Our annual cybersecurity update where experts shared the leading threats you need to be aware of to keep your clients, your firm, and yourselves protected. In addition to recurring threats over the last year, we also discussed more recent COVID-19 focused security threats.In this session, we covered:Personal security concerns including webcam extor...

In the midst of the COVID-19 pandemic, the environment of highly valued equity markets has undergone a sudden shift to a bear market. What are the immediate term and potentially long-term implications on asset allocation? As the pandemic has taken hold on a global basis, how do we factor polarization of the economy, political environment, and socia...

Talent development is an opportunity and challenge for any business, but the distinctiveness of a family office presents flexibility and greater challenge. In this webinar we explored:Why talent development may matter more in the family officeTalent development opportunities in the family officeCareer profilingSuccessionRising GenSkills development...

A cherished beach house, lakeside cottage, mountain retreat, ranch, or other vacation property can foster deep emotional ties for families, creating unique opportunities and challenges over multiple generations. For some families, they can be touchstones for the extended family to gather and serve to define family identity. For families with opera...

FOX’s annual estate planning review webinar lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 54th Annual Heckerling Institute on Estate Planning. Key legislative, regulatory, and case law updates impacting ultra-high net worth families and their family offices were&nbsp...

Having a clear strategy and making sure there is alignment between the family and the family office as part of the execution of that strategy is critical. To make that happen, oversight of the family office must be well articulated and undertaken by the family or the office board. Oversight and measurement of performance cannot be successfully left...

Families who share in the ownership of diverse assets will benefit from developing a broad-based framework for planning their future together, which FOX defines as Family Enterprise Thinking. Families are strengthened from identifying their common interests, knowing what holds them together, and sharing a multi-generational vision.This webinar outl...

During this webinar, Kristi Kuechler discussed how family offices are forging ahead despite volatility and uncertainty in the markets– increasing their appetite for direct investments in real estate and operating businesses - as they continue to reassess the more traditional approaches to building investment portfolios.

In light of the favorable tax court ruling in Lender Management, LLC, v. Commissioner and the fact that miscellaneous itemized deductions (§212 deductions) are no longer deductible per the 2017 Tax Act, we are seeing a lot of interest in the profits interest structure. In this session, Tom Ward explored the pros, cons, and reasons why family office...

FOX Public Webinar - The State of the Ultra Wealth Advisory Business There has been a 15% drop in the pricing of wealth management services for ultra-high net worth prospects since 2012. What is the cause of this and the other trends shaping the ultra-wealth advisor market? FOX director of advisor research David Toth and FOX director of m...

Advisors and Family Offices can achieve sustainable engagement and build advocacy with their clients/families by constructing a great client experience. Providing such an experience, however, necessitates gaining awareness of what constitutes an exemplary experience as well as ensuring that your team is consciously and proactively engaged in ...

Aligning the advisory relationship with the family’s objectives is as much an art as a science. Many families don’t realize that a wide spectrum of advisory relationship structures exist, and that they have the ability to design and customize a relationship that best suits them. Where a family falls on the spectrum is most commonly driven by the fa...

We live in disruptive times, and it’s all-too-easy for families, family office executives and business leaders to feel overwhelmed and under-prepared for confronting the unexpected changes inherent in our everyday lives. How you and your team perceive these changes―as a threat or an opportunity―will greatly impact how you can respond to them. ...

Real estate plays a large role in the accumulation of wealth. Often opportunities in the marketplace can be missed when the thought of large capital gains and recapture taxes loom. By properly structuring a 1031 exchange not only can taxes be deferred at that point, but, if correctly done, for the life of the investor. The 1031 exchange is oft...