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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...

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.

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...

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...

This presentation given at the workshop, "The Evolution of the Small Family Office: Models for Sustainability," covers popular trust structures that promote family involvement, education and succession, and important family considerations and provisions relating to trusts. It also reviews ways to preserve investment management flexibility for a fam...

At the 2011 FOX Wealth Advisor Forum, a FOX executive reviewed the top trends contained in the current FOX Wealth Trends™ and discussed the findings with two leading wealth advisors who explained how they see the trends manifesting themselves in their practices.

The complex needs of families stretch sales timelines and require a high degree of customization and cost. During the presentation given at the 2011 Wealth Advisor Forum, two FOX executives examined the business development and sales practices that meet these challenges and help turn prospects into long-term clients.

Get a glimpse of the family office of the future and the technology employed in securing, managing and distributing data. This 2011 FOX Financial Executives Forum session also looks at how to make the most of existing technology. Conduct periodic assessments of your technology to ensure it aligns with your business goals. Even incremental chan...

In this 2011 FOX Financial Executives Forum session, personal product line experts from the underwriting and brokerage markets address changes in the insurance industry, personal insurance considerations, a risk management approach to insurance, and family office liability and solutions. It has been difficult for insurance carriers to off...

In this 2011 FOX Financial Executives Forum session, two family offices report on what they learned from their analysis of the costs they incur in meeting the needs of the families they serve. A carefully designed cost/time study is key for family offices in pinpointing cost drivers and inefficiencies in resource utilization as well as in...

Many individuals are wondering whether the IRS intends to use its new audit unit to develop tax enforcement cases. A former high-ranking executive with the IRS provides answers in this 2011 FOX Financial Executives Forum presentation.The IRS has created a new enforcement unit and hired nearly 3,000 examiners specifically to audit wealthy taxpa...