We have the answers

Search Results

0
Clear Search
For best results use double quotes in the search field and the filters.

Topics

Authors/Contributors

Resource Types

Event Types

10351 results found
BREAKOUT D: Matters of Security: A Family Case Study
Publish Date:
Jul 19 2017

In today’s ever-connected world, security threats continue to evolve while the sources of threats remain elusive and sophisticated. In this session, our security expert, John Lugiano, will share designs on systems and processes he has successfully implemented to analyze and mitigate personal, physical, and cyber-related security threats. Thro...

Philanthropic Trends, Strategies and the Family Office – Maximizing Impact Through the Combination of Charitable Giving Vehicles
Publish Date:
Jul 19 2017

Wealth levels continue to rise, yet overall charitable giving has remained stagnant over the past forty years. What is on the horizon for philanthropy? How can families most effectively have an impact on society now and in the future? Kim Laughton, President of Schwab Charitable will share current giving trends including the tax benefits, new ideas...

Tax and Estate Update
Publish Date:
Jul 19 2017

In what is frequently our most popular Forum session, experts will share the latest income tax and transfer tax developments that family office executives need to watch for in 2017 and beyond. Our speakers will comment on the possible significant tax law changes on the horizon, including any specific tax bills that are proposed by the time of...

The Journey of the Family Office: A Formulated Approach to Modernizing Business Processes
Publish Date:
Jul 19 2017

Briar Hall, a longtime FOX single family office member, has embarked on a journey to review business processes for all critical functions within the office. All Briar Hall offices start with a carefully formulated approach to each function, but things change - employees change, family member needs change, and soon the process either doesn't loo...

2017 Tax and Estate Update
Publish Date:
Jul 19 2017

In what is frequently our most popular Forum session, experts will share the latest income tax and transfer tax developments that family office executives need to watch for in 2017 and beyond. Our speakers will comment on the possible significant tax law changes on the horizon, including any specific tax bills that are proposed by the time of...

A Mid-Year Economic Outlook
Publish Date:
Jul 12 2017

Eight years into the economic expansion a new administration is shaking it up in Washington and equities are near their highs. How should we be thinking about our investments? Are both equities and bonds expensive and how should that impact expected returns? Jason Pride, Director of Investment Strategy at Glenmede joined us to share his perspective...

The Importance of Strong Partnerships
Publish Date:
Jun 28 2017

The Importance of Strong Partnerships New FOX research indicates that families and advisors who work in strategic partnership are better prepared to navigate transitions and overcome the many complex issues they face. Discover how successful families and advisors are positioning themselves to operate in an increasingly complex and unpredictabl...

The Evolution of Alternative Investments: Adapting to Survive
Publish Date:
Jun 21 2017

In this session, originally presented at the 2017 FOX Spring Global Investment Forum, we will discuss the most important trends affecting the hedge fund and private equity industries, from the investors’ perspective. Goodbye 2 and 20, hello 1 or 30; changing the shape of feesHedge funds deconstructed: asset allocation revisited with low cost, ...

Assessing the Threat: Cyber Incidents and Identity Theft
Publish Date:
Jun 14 2017

As more and more of our daily tasks are accomplished in the digital realm, the possibility of a cyber incident and subsequent identity theft continues to increase. Understanding the potential impact such incidents can have on a family office or business is critical when determining how to deter such threats and mitigate identity theft. Watch t...

A Family Office Case Study: Evolving Servicing and Structure to Meet the Needs of the Family
Publish Date:
Jun 07 2017

As Market Street Trust Company reaches the 30-year milestone as a private trust company, Marianne Young, President, and Rachel Sherman, Vice President, Client Service, discussed the evolution of Market Street’s early leadership, governance, and services to its current form as a shared family office and private trust company. Over the course of the ...

Disruptive Macro Forces Impacting Families of Wealth in 2017
Publish Date:
May 03 2017

One of the most common questions wealth advisors are hearing from clients this year is: “What changes should I be most concerned about?” This session will help provide knowledgeable answers based on the latest macroeconomic trends. Gain insights on the impact to investing and portfolio management to help minimize the disruptio...