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A highly regarded tax and estate planning attorney, Mr. Abendroth reviews how the 2010 estate tax repeal has affected planning for wealth-owning families and examines other anticipated tax and estate law changes on the horizon. In this 2010 FOX Financial Executives Forum session he evaluates different tax planning strategies and highlights the uniq...

Marketing and differentiating within the multi-family office market is an operational challenge for firms of every size and origin. This 2010 FOX Wealth Advisor Forum presentation takes a look at the latest FOX research of the MFO market and outlines not only the different marketing strategies firms employ but also how firms measure the e...

After several years of change and market instability how are families investing now? What are the changes that people anticipate for the coming year, and what have been the likely lessons of the past 18 months? This 2010 FOX Wealth Advisor Forum presentation outlines the findings of the latest FOX investment survey and benchmarking efforts.

Creating a risk culture for your family is probably one of the most important endeavors for preserving family legacy and ensuring long-term wealth sustainability. This 2009 FOX Fall Forum session focuses on the importance of positive, calculated risk-taking within the family and review strategies that promote the family’s ability to evaluate and ca...

In this 2009 FOX Fall Forum presentation, two leading advisors in the investment management field bring a fresh perspective and new ideas on how to effectively handle due diligence in the new economic environment. Walk away with a better understanding of why investment planning is so critical in today’s financial world and examine how families can ...

How do you know you are selecting the trustee that is best for your individual needs? What responsibilities does the beneficiary have? This 2009 FOX Fall Forum presentation outlines what it means to be an effective trustee and beneficiary, decision criteria for trustee selection, and the process and framework trustees and beneficiaries can emp...

In today’s economic environment, having a strategic plan for business-owning families is essential to identify the multiple risks of the family enterprise. This 2009 FOX Fall Forum session offers new strategies to be considered for the family enterprise, including the operating business, family office and the family foundations.Based on first-hand ...

You don’t want to miss this 2009 FOX Fall Forum session to learn how a private trust company structure can significantly increase the odds of a family implementing its transitional strategic plan through effective governance. The session will deliver valuable information on U.S. private trust company structures and cross-border private trust s...

Affluent individuals and families are increasingly becoming targets of criminal activity, such as stalking, kidnapping, theft, harm and vandalism. Does your family use any wireless communication devices? Do you regularly check for spyware on your computers? How do you dispose of sensitive information? These are just some of the potential vulnerabil...

This 2010 FOX Fall Forum session is designed to help younger family members learn how to more effectively put their generations’ talents and skills to work in leading the family enterprise. Participants will acquire techniques for helping family members identify and recognize their talents, understand some of the common challenges and pitfalls...

The key to any successfully operated wealth management organization depends on having the right talent in the right role. This 2010 FOX Fall Forum session includes a discussion of findings from recent FOX research that focuses on critical talent issues, such as recruiting, compensation and team structure. In addition, a family office executive will...