Where would we be without such remarkable and brilliant entrepreneurs like Benjamin Franklin, Henry Ford, and Steve Jobs? Many wealthy families promote, foster and achieve the cultivation of entrepreneurs in order to sustain family wealth across generations. But how do they do it?Today's family leaders are experiencing different and more intense dy...
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Forming a captive insurance company is a frequently overlooked and largely misunderstood option for managing risks and exposures in a cost effective way. Who should form a captive and what are the tax and non-tax benefits?Join this webinar to hear our speakers explore the captive concept, relevant factors to consider when exploring this alternative...
Effective financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make knowledgeable decisions about their future. View this webinar to examine recent FOX research on the current state of financial reporting in the family office industry. How often are reports provided to family members ...
The benefits of personal wealth come with complexity and heightened responsibility for the family and next generations. The risk management and insurance surrounding personally owned assets is every bit as important as is financial planning and wealth management. In this webinar, we will explore inadequate insurance, gaps and omissions ...
One of the most important roles of a family office is that of family risk manager. There are many risks facing wealthy families and family offices should establish and maintain an effective risk management and internal control processes. View this program to learn why internal controls are important and what should be included in a risk...
Evaluating the cost and value of the family office is one of the family office board’s most important responsibilities. Making this happen each year is a challenge. FOX Family Office Benchmarking provides office executives and board members with a means of summarizing the work of the office and putting its value in perspective relative ...
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As competition increases, it’s even more important to differentiate, stay informed of industry trends and better understand where your firm measures up in relation to the industry. FOX recently launched a benchmarking initiative for MFO’s and advisors to provide the industry with high-quality data that would enable management teams to make be...
While art can imbue an otherworldly experience, there are real world issues to be addressed when collecting art to ensure its protection and survival for future generations. Join this webinar to hear specific security, risk management and financial considerations required to protect fine art and other valuable articles. How often should art a...
Many of you know, the American Taxpayer Relief Act of 2012 was quickly passed by Congress and signed into law by President Obama. What you may not know are the implications of those changes and what you can expect in the future. Listen in to this teleconference to hear Lisa Whitcomb from Glenmede explain the personal income tax and busi...
We are entering the third consecutive year in which estate and gift tax laws are in a state of significant flux. In addition, a new tax on investment income will go into effect as well as other significant tax changes. Listen to this webinar and hear two of the nation’s foremost estate planning experts share their insights, offer analys...
Custody of assets is a serious issue for investors and raises many considerations besides the safekeeping of assets. Listen into this webinar to hear the current landscape affecting custodians and family offices. Learn the differences among custody services and providers including pricing, borrowing against assets, reporting, and other ...
To be successful, the family office and the family itself must be aligned in their objectives with clear definition of roles for each. Join us for this webinar as we define roles and responsibilities of family offices and families and how to set corresponding goals. We will emphasize a family office at its best, including an office that...
One of the largest areas of complexity and one that creates a great challenge for family offices is timely and accurate reporting. External providers, like custodians, investment managers, and tax advisors provide financial information to family offices to download into the best consolidating reporting option they have available. But wh...