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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...

As families, family offices and advisors focus on refining their 2016 investment strategy, this is a critical time of the year to reflect on where you are pursuant to your investment goals as well as to identify where you want to go in the year ahead. It also becomes the optimum time to assess emergent strategies that can help you more effectively ...

Are you doing everything you can to attract and retain quality talent? Is your compensation plan competitive? Please join principal researcher, Jane Flanagan and Bruce Benesh, Partner Grant Thornton LLP to find out how your compensation plan compares to 118 of your peers who completed the 2015 FOX Family Office Compensation & Benefits Survey. F...

The organizational structure of a Private Family Trust Company, or PFTC, has several roles that need to be filled. As a result, there is substantial risk that, absent preventative measures, the actions of the PFTC as fiduciary could be voidable by a trust beneficiary based on a conflict of interest. Rob Galloway, a national team leader o...

As Impact Investing gains global momentum and acceptance as viable family oriented strategy, a key question needs to be addressed... Is Your Family Office Ready for Impact Investing? Temple Fennell joined us for a candid and experience-based look into how you create and maintain stakeholder “Buy-In” BEFORE investing. The dialogue included suc...

Decision support software can empower professional investors to do more of what they're good at, and less of what they're not. Through behavioral finance, we can now identify patterns in the way a portfolio manager invests, and enable the distinction between luck and the various aspects of investment skill. In this Webinar we learned about how port...

As a global network of families, family offices and family wealth advisors, Family Office Exchange is at the center of conversation around issues of financial relevance that impact FOX Families. Charlie Grace, Managing Director of FOX facilitated a dialogue around current topics that have caught the attention of families throughout the world. Charl...

What’s the key to ensuring a high-functioning organization? Getting the right people engaged in the right activities to have the most impact on your business and the families you serve. Kelley and Barbara joined us and participated in this interactive session on how performance management—and the dreaded performance review process—can be a manageab...

Benchmarking is critical to a multi-faceted investment strategy, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders. During the First Quarter of 2015, Family Office Exchange collected data to better understand asset allocation and performance ...

While no one really knows what the future will bring, global research data can provide a perspective on what may become reality. Kirby Rosplock, Ph.D., author of The Complete Family Office Handbook, guided participants through statistical evidence indicating trends that may impact the family office of tomorrow. Kirby addressed the global demand for...

Tom Abendroth and Jim Steffel joined us to review 2015 estate planning. They guided FOX participants through the most significant legislative, regulatory and case law developments that were covered earlier this month at the 49th Annual Heckerling Institute on Estate Planning. Tom and Jim highlighted the most important family office oriented issues ...

It has often been said that one of the keys to success is surrounding yourself with smart, talented people who have your best interests in mind. But, how do you find those people and how do you determine if they are right for you? Building upon his global consulting experience in the area of wealth advisor searches, Charles Grace, Managing Dir...

When most people are asked why they work, the quick response is often, “For the money, of course!” While the natural inclination is to place emphasis on financial remuneration, the cash component of a compensation package can mean different things to different people as well as to the employer. There are many important considerations when des...

There is a great deal of focus on preparing the next generation, however often misguided on how to do this. In this webinar, attendees will learn:The important questions that must be answered first in order to effectively prepare the next or rising generationThe important distinction between developing Life IQ versus Financial IQThe principle...

In this webinar, attendees will learn:What is a captive insurance company and why a client might form oneThe taxation and legal aspects of a captive -- including IRS safe harbors, revenue rulings and case law historyProfiles of clients that have structured captive insurance companiesPotential pitfalls of the captive insurance strategy and what to a...