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The cost of the family office is an important aspect in the long term sustainability of wealth, although it’s not always well understood by family members. This webinar makes a compelling case for more effective communication about costs and provides office executives and family members with data and case studies to support conversations about valu...

Participate in this year’s estate planning update. This webinar is one of the most highly attended programs every year. Our speaker will share insights on recent legislative and regulatory developments that will impact estate planning in 2012 and beyond. This program will offer analysis and planning techniques on GST tax, death tax, gifts and estat...

The practical application of discretionary distribution provisions is one of the most difficult tasks a trust professional will face. It requires careful attention to the terms of the trust, an understanding of the legal framework for interpreting the terms, and the exercise of thoughtful judgment based on all the relevant facts.In complex, multidi...

There are incredible wealth transfer opportunities for business owners, given the unprecedented high exemptions, low tax rates, and low interest rates that are in effect today. Listen in to this program as our speakers explore wealth transfer strategies that work best for family business owners to transfer wealth to the next generation and beyond. ...

Thanks to the Tax Relief Act of 2011, the gift tax exemption amount has increased from $1 million to $5 million. Participate in this webinar and learn about several legal and insurance planning techniques that can be applied to leverage the unprecedented two year gift tax window. Among the various options that will be discussed, the program will fo...

92% of heirs switch their advisors after receiving their inheritances. As the Baby Boomer generation prepares to transfer an unprecedented amount of wealth to the next generation, advisors have an opportunity to support their client families to creating successful successions—and to support the long-term, sustainability of their own practices—by ad...

As health care becomes a larger percentage of overall costs for families, coupled with the increasing complexity and diversity of the system, your clients will look to you, their trusted advisors, to assist them in making a myriad of health care decisions.This webinar will approach managing health and wealth with an integrated approach and uncover ...

21st century wealth owners and their financial advisors often seek to design trusts that are flexible enough to withstand personal and financial changes yet manage the investment's outcome. Trusts serve the useful purpose of retaining control of funds pending certain events, after which funds may, can or must be transferred to or on behalf of the b...

Collaboration is necessary to both business and family success in the 21st century. Yet many families find it difficult to develop a collaborative culture - and collaborative leadership - when their family has traditionally been organized around the directives of a founding patriarch or matriarch.Business-owning families in particular may struggle ...

The SEC issued its final rule that defines family offices. The rule defines the requirements for a family office to be excluded from registration under the Investment Advisers Act of 1940. This rule stems from the Dodd-Frank Wall Street Reform and Consumers Protection Act. See the official SEC ruling.FOX held a special teleconference to help you un...

Ultra high net worth families face the question of whether to keep the financial family together at many points in time. From the first liquidity event through the continued branching of the family tree, family members must regularly determine if and how they should continue their wealth management work together. This complex decision can also surf...

According to data from the US Department of Health and Human Services, more than 10% of Americans struggle with some form of addiction and/or mental illness.Most families face these issues at one time or another – but for high net worth family members, personal problems come with an additional layer of risks to the family enterprise. How can the fa...

As the world’s economies continue to globalize and integrate, more and more wealthy families are recognizing that citizenship is more than just a nationality inherited at birth. In fact, citizenship and residency are powerful, strategic assets that can be acquired or given up in order to create a better life for themselves and their families. This ...

Contemplating or deciding to sell the family business creates a challenging transition for families. How do you prepare your family or your clients? What happens when legal and financial structures change? What is the reinvestment plan? How will the family reinvent themselves? Listen in as GenSpring Chief Fiduciary Officer, Steve Salley explores th...

The latest in FOX's original research studies examines the many ways in which family wealth advisors structure and implement their fee and pricing models in today's marketplace.This program will offer a comprehensive review of pricing strategies and practices that leading multi-family offices, private banks and other wealth advisors employ to reali...