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Wealth owners have an 18-month window of opportunity to capitalize on gift, estate, and generation-skipping tax provisions of the 2010 Tax Act. In this session at the 2011 FOX Financial Executives Forum, a noted trusts and estates attorney recommends what to do now. From now until the end of 2012, couples have an opportunity to seize on a gift...

In this 2011 FOX Financial Executives Forum presentation, the president and CEO of the Policy and Taxation Group discusses up-to-the-minute legislative developments as well as the group’s ongoing lobbying efforts on behalf of wealthy owners. In the 2010 Tax Act, wealth owners won significant estate tax relief for two years with a 35% estate ta...

At the the 2011 FOX Financial Executives Forum, the president of the Private Investor Coalition describes how this group of 65 single family offices has worked with Congress and the SEC to secure a broad definition of family offices under terms of the Dodd-Frank Act. The new SEC rule defining “family office” and exemption qualifications are as...

To help families meet their philanthropic goals and make a measurable difference, in this 2011 FOX Fall Forum session the speaker recommends allocating charitable dollars much the way an individual would allocate investment dollars. A structured approach to charitable giving allows families to meet their philanthropic goals and ensure they are...

In this 2011 FOX Fall Forum session, key lobbyists and attorneys shared how the new SEC regulations apply to single family offices and outline options for offices that do not qualify for exemption.The new SEC rule defining “family office” and exemption qualifications are as favorable as wealth owners and family office executives could hope. The SEC...

Every family office works with a variety of external advisors. In this 2011 FOX Fall Forum presentation, a multi-family office CEO and a single-family office CEO shared their perspectives on managing a family’s advisor ecosystem.The advisor ecosystem is defined as the network of personal and professional advisors who work to help the office staff a...

Although all investors now have a greater awareness of the need for a stronger due diligence process, it can be difficult to determine the best structure to put in place for thorough risk analysis, as discussed in this 2011 FOX Fall Forum session.If there is a silver lining in the Madoff scandal, it is a greater appreciation for fraud and co-invest...

Global investing can be particularly challenging due to issues of access, significant legal hurdles, and lower levels of transparency. The speakers in this 2011 FOX Fall Forum session discuss methods for identifying and evaluating new opportunities in private equity. Private equity funds have attracted almost $3 trillion over the past decade. ...

While the economic ramifications of many recent events remain to be seen, this 2011 FOX Fall Forum session examines the potential implications for investors and tactics for protecting portfolios from overexposure to these events.The global economy is slowing, and we may be headed for more recession. The best case scenario is low growth. The Eu...

The product director of Bloomberg’s operational risk division, Greg Larkin, shared the inside story on how and why Bloomberg added sustainability data to its terminals in this 2011 FOX Fall Forum session. Martin Whittaker discussed his work in bringing together family offices and some private investors who are interested in sustainable investing bu...

In this 2011 FOX Fall Forum session, the president and CEO of the Policy and Taxation Group discusses the latest legislative developments as well as the group’s ongoing lobbying efforts on behalf of wealth owners. In the 2010 Tax Act, wealth owners won significant estate tax relief for two years with a 35% estate tax rate, a $5 million exempti...

The FOX Deal Exchange session at the 2011 FOX Fall Forum had the objective of supporting a community of like-minded family investors who are interested in actively investing together in private equity funds and direct transactions. All participants were FOX members. Six members provided an in-depth overview of the deals, and eight additional partic...