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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...

There is a lot of talk of moving to the cloud, but most FOX members have yet to make the leap. Sarah transitioned her office to the cloud last year and will share her experience, from finding the right solution, to the impact of this change on staff time and productivity to the cost of making the change.

One of the mandates for the financial executive is to ensure effective accounting controls and efficient processes. This session brings to life how two offices moved forward in addressing risk and growth issues that required a review of internal controls and business processes. Join this session to hear the approach, process, outcomes, and changes ...

Management liability insurance such as Errors and Omissions Insurance (E&O) and Directors and Officers Liability Insurance (D&O) can help family owned businesses and senior leaders deflect many of the risks to which managers and fiduciaries are exposed. The risk scenarios are wide-ranging and in this session we’ll explore:Why a family...

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...

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...

Blockchain may be the name of the biggest, most imminent upheaval in the way we function since the advent of the World Wide Web in 1990. What is Blockchain, and what does it mean for your office? In this session, our guest technology expert, Carlos Arena of R3, will lead a discussion on blockchain and distributed ledger technology (DLT) and the cha...

Originally presented at the June, 2017 FOX Regional Member Briefing in Boston, MA.Presenters:Mike Taylor, Deputy Chief Claims Officer, PURE InsuranceMatt Conway, Managing Principal, Conway Stoughton

How do families manage dynamic-and often disruptive–environments? Sam Barnett, a neuroscientist and mathematician, shares how he approaches changing times with active research. His family has been innovating for over a century and has seen its business evolve from a Chicago garment factory to America’s largest provider of medical suppli...