Compensation and benefits often represent more than 50% of expenses for multifamily offices and wealth advisor firms. In this presentation from the 2009 FOX Wealth Advisor Forum, you will learn the best ways that firms can source talent and structure short and long-term compensation to ensure staff continuity and firm profitability.
In this 2009 FOX Wealth Advisor Forum presentation, hear from an accomplished branding and marketing expert who will discuss insights from his quantitative analysis of high-net-worth and ultra-high-net-worth behaviors. Dr. Taylor will address the way that the economic downturn and market volatility are affecting the investment strategies of ultra-w...
Anyone who has participated in the acquisition or sale of a company will recognize the typical path of a deal: from flirting to tough questions to hard bargaining to—finally—handshake. Inevitably, however, the road detours from the exhilaration of accord to the anxiety of suspicion. The buyer wants assurance that all the seller's pr...
Find out what new products are available to family office executives to better respond to the needs of increasingly complex offices. in this 2009 Financial Executives Forum presentation, discover ways to more effectively utilize existing technology to improve business processes needed to fulfill the functions of a family office.
A number of seismic shifts occurring around the world are likely to lead to different outcomes for investors in the decade ahead than those experienced by investors in the decade past. For investors, the important question becomes: “Am I positioned to take advantage of the changes happening in the world around me? Or is my portfolio going to be dis...
Have we felt the impact of the economic crisis on the professional liability market? In this 2009 Financial Executives Forum, hear from Jim Kane, President, HUB Personal Insurance, and Tom Handler, Partner of Handler Thayer, LLP on trends, errors and omissions in professional liability coverage for directors, officers and trustees.
In this 2009 Financial Executives Forum presentation, Paul Viollis, CEO of Risk Control Strategies, leads a discussion of new and old threats to our personal safety. From terrorism to cyber security, Dr. Viollis weaves actual experiences into best practices for keeping you and your family secure.
Avoid the pitfalls presented by employing domestic staff with practical advice from Teresa Leigh, founder of Teresa Leigh Household and Property Management in this 2009 FOX Financial Executives Forum session.
In reaction to the volatility in the current financial markets and economic recession, FOX is exploring ways in which ultra-wealthy individuals and their advisors are adjusting their financial strategies and re-evaluating known and emerging risks. This 2009 FOX Financial Executives Forum presentation examines how investor thinking has changed and w...
As discussed in this 2009 FOX Financial Executives Forum presentation, next generation client demographics are different from their predecessors and estate planning must reflect new attitudes about wealth, the role of women, family, education, work, retirement and inheritance. The challenge is to adapt planning for the next generation to best accom...
This 2009 Financial Executives Forum presentation will focus on the latest developments in the tax law, including legislative proposals in Congress, and the implications for families of wealth and the single-family and multifamily offices that serve them. The session will also discuss a number of tax planning strategies that may be useful in the cu...
Without question, Jay Hughes has changed the thinking of most families and wealth advisors regarding how family assets are defined. Over the past 20 years, Jay and Sara Hamilton have discussed the many critical challenges that families face and the transitions that occur as they cross the generational bridges. In this 2009 FOX Fall Forum presentati...
In a discussion at the 2009 Fall Forum, Kelin Gersick, Ph.D., comments on the benefits of teaching succeeding generations to be engaged owners and not just stewards of the family legacy.
In this 2009 FOX Fall Forum presentation, Ellen Perry outlines four ways in which families of significant wealth can enhance their human capital, developing the skills and talents of the younger generation, strengthening family ties and enabling individual members and families as a whole to flourish for multiple generations.
In a clip from the 2009 Fall Forum Peter Karoff comments about using wealth to influence social issues.