Join us for an inside look at ultra-high-net worth global investors and the processes they employ to make investment decisions and oversee their portfolios. This timely information has been culled from several FOX sources including our most recent annual investment benchmarking results. Accompanying this data, we will share the FOX pers...
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You may have heard the phrase "succession is a process, not an event," but what does this really mean in practice? Listen to our February 6 presentation as we explore leadership succession in the family enterprises as experienced by the Houghton family. Karen Neal, Managing Director at Family Office Exchange will moderate a panel including Jam...
With all of the news about foreign state intrusions into U.S. systems, it’s easy to forget that there are other risks. Family offices and wealth advisors are more likely to be targeted by commercial hackers, disgruntled insiders and cyber attackers. Is your Family Office doing the right thing to protect you and your family’s confidentia...
One of the most highly valued services provided by FOX is our annual family office benchmarking study and associated reports that we provide to family offices. In this program you will learn why we conduct this study each year and the evolution of this initiative. One of the most valuable take aways we are sharing with you today are the...
Life Insurance is a valuable planning tool for families that is too often comprised of a patchwork of policies purchased from an assortment of agents and owned by an ensemble of entities. Changing family needs and deteriorating policy performance contribute to the confusion which threatens the effective use of this tool. This risk is ad...
Every family faces a time when for one reason or another individual family members have to learn how to live off a finite level of wealth. Whether that necessity is prompted by the termination of a trust or the sale of a business, living off a portfolio requires a new mindset and new responsibilities for family members who are accustomed to ongoing...
Just as every family office is as unique as the family it serves, the office’s technology is driven by the priorities and needs of its clients. There is no one right answer when it comes to technology. Every office does the best it can with what it has to ensure the most integrated, efficient and secure environment possible and to provide its clien...
Earlier this month the U.S. Treasury Department issued a surprise announcement extending a one-year “enforcement delay” for mandate-related employer coverage penalty and reporting requirements. Although generally welcome news, plan sponsors should carefully note that many aspects of health care reform are still pressing forward next year, in...
Have you ever wondered whether an Advisory Board is right for your family owned company? Join us for this webinar as we explore the reasons an Advisory Board can be a valuable addition to your business' governing board. We'll discuss the key aspects of an advisory board, how it differs from a governing board, and the impact it will have on your com...
Wealth brings vast opportunities to families, but also vast challenges. Families wish to motivate children with wealth and to foster independence vs. dependence, but often families are faced with children who feel privileged. The goal is to transfer values and purpose not just assets. Join us on this webinar as Tom Rogerson outlines his five ...
Aligning investment strategies and anticipated investment returns with trust distribution policies is both an art and a science. The science is regulated by laws and fiduciary responsibilities and the art is all about weathering the current market environment, anticipating governmental and tax law changes and aligning asset allocation to meet the d...
As advisors, it is second nature to ensure that families have a transition plan in place for the future. So, why don’t more firms apply the best practices they advise for families into the development of the next generation of family office and multi-family office leadership and talent?In today’s environment, operating an efficient and effective fa...
Recruiting and retaining talent is critical to the overall success of your Family Office and Family Enterprise. How does your compensation and benefits plan stack up against your peers? Tune in to this webinar to find out what 122 of your family office peers are doing to attract and retain their most valuable human capital assets. From HR Practices...