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In this FOX Fall Forum presentation, Donald Putnam considered how families and family offices are increasingly focused on risk and their own goals when managing portfolios. This has implications for modern portfolio theory and the widely followed endowment investment model. Putnam shared his thoughts about how to look at a portfolio’s risk pr...

Insecurity about how much to trust others is the number one source of family conflict. Trusting others – whether managing partners, siblings, in-laws or the next generation – is a process of risk management. In this FOX 2010 Fall Forum presentation, the presenters apply that insight to the challenges of building trust between current leaders of a f...

A successful model of family leadership provides stability and continuity in the midst of a changing world. This FOX 2010 Fall Forum presentation identifes the skills required of a good leader and how these skills will need to change in the 21st century.

Far too often, family legacy is regarded as a concept related only to the past. This backward-looking, and inherently passive view of legacy fails to capture a much more valuable and dynamic understanding – that the essence of family legacy also carries with it the opportunity to shape the future of the family for the better. In this Fall For...

An appreciation for family legacy begins with an understanding that legacy encompasses more than the past and embraces all that a family wants to preserve for the future – the history, values, knowledge and experiences that are just as essential as the financial capital.

As multiple generations begin to work together, differences can and do arise, and identifying the goals and values that resonate across the family and motivate individuals to work together is a critical task in sustaining wealth. While many families take steps to document their chief business or financial objectives, they fall short of clarifying t...

This presentation was given at the 2010 FOX Global Family Forum.Part I: Family Legacy and Legacy Planning Mark Daniell, Cuscaden Group An appreciation for family legacy begins with an understanding that legacy encompasses the history, values, knowledge and experiences that are just as essential as the financial capital. Legacy planning is...

This presentation was orignially delivered at the 2010 Global Family Forum. It features insights regarding investment past performance and investor outlook on risk in the wake of the global financial crisisas well as a view on risk-taking and the future role of hedge funds in private investment portfolios.

Two leading tax and legal advisors provide a global perspective on pending changes in regulation in many countries. They identify strategies for consideration based on alternative scenarios that may occur across jurisdictions and the impact this has on planning for the financial family and the private family enterprise. This presentation was origin...

In an age of increased travel, easy access to information and global economic instability, personal security is a major concern for all wealth-owning families. In this 2010 FOX Financial Executives Forum presentation, a family office executive shares her experience in coordinating a security audit with a professional risk consultant to de...

Family office executives are always looking for ways to improve their financial reporting packages and their client relationships. In response to member requests, FOX organized a Best Practice Reporting Workshop in April 2010. Twenty members of FOX’s Financial Executives Network gathered in Chicago to learn about how one’s learning style impa...

In this presentation given at the 2010 Financial Executives Forum, John Benevides presents key findings from a recent FOX survey of more than 100 single family offices, providing new insights on standard and best practice in the provision of insurance services to wealthy families, perceived risks and liability issues affecting ultra-wealthy clients...

A growing number of families use social networking sites to stay connected and share personal and business information. For ultra-wealthy families, however, the risks involved with public websites can be significant. In this 2010 FOX Financial Executives Forum session, Mr. Thijssen reviews how advancements in technology make the creation of a famil...