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Over the past 20 years, the use of corporate structures to protect families of means has grown exponentially. Family assets that once would have been housed within in a (relatively) simple, single entity are now spread across multiple corporations, trusts, partnerships, and more.In this two-part program, an interdisciplinary team of legal, tax, and...

Effective communication during times of turmoil can be challenging and downright daunting for affluent families and their advisors. From the recent meltdown in the financial markets to difficult wealth transfer discussions, families and their advisors often have to tackle some complicated topics and navigate sensitive issues that can be further exa...

By going inside the black box of life insurance products and pricing you will be in a better position to analyze current holdings therefore becoming a savvier buyer for future acquisitions. This program is designed to significantly improve understanding of life insurance products and design options as well as the level of customization available th...

There is a wide range of emergencies—beyond natural disasters—that require thorough emergency planning. What types of emergencies can potentially impact a family and their assets? Listen in to learn about special circumstances related to high net worth families and the emergency planning process. Our expert speakers will explore elements of an effe...

In the minds of many, multigenerational wealth the last 30 years has been associated with abundance, privilege, social status and philanthropy over. But we've now experienced a decade of weak financial returns, and we may be in for more of the same. Are you prepared?Have you established the right culture and family priorities to help your family fl...

More and more, family members are heading off the beaten path when they travel. Whether the purpose is business, philanthropy, or pleasure, excursions to less-developed areas of the world present a special set of risks to manage – both for the individual traveler and for the family as a whole.

Self-assessment is a process by which individuals can learn more about themselves - what they like, what they don't like, and how they tend to react to certain situations. This self-knowledge can help adults at any stage consider which life and career paths could be good "fits", deal more effectively with personal and interpersonal challenges, and ...

Just as every family office is as unique as the family it serves, the office’s technology is driven by the priorities and needs of its clients. There is no one right answer when it comes to technology. Every office does the best it can with what it has to ensure the most integrated, efficient and secure environment possible and to provide its clien...

Every family faces a time when for one reason or another individual family members have to learn how to live off a finite level of wealth. Whether that necessity is prompted by the termination of a trust or the sale of a business, living off a portfolio requires a new mindset and new responsibilities for family members who are accustomed to ongoing...

Life Insurance is a valuable planning tool for families that is too often comprised of a patchwork of policies purchased from an assortment of agents and owned by an ensemble of entities. Changing family needs and deteriorating policy performance contribute to the confusion which threatens the effective use of this tool. This risk is ad...

One of the most highly valued services provided by FOX is our annual family office benchmarking study and associated reports that we provide to family offices. In this program you will learn why we conduct this study each year and the evolution of this initiative. One of the most valuable take aways we are sharing with you today are the...

With all of the news about foreign state intrusions into U.S. systems, it’s easy to forget that there are other risks. Family offices and wealth advisors are more likely to be targeted by commercial hackers, disgruntled insiders and cyber attackers. Is your Family Office doing the right thing to protect you and your family’s confidentia...

You may have heard the phrase "succession is a process, not an event," but what does this really mean in practice? Listen to our February 6 presentation as we explore leadership succession in the family enterprises as experienced by the Houghton family. Karen Neal, Managing Director at Family Office Exchange will moderate a panel including Jam...