Within today’s volatile marketplace investors are continually aware of the abundance of risks: geopolitical tensions, uncertainty surrounding change in Federal Reserve leadership, the direction of interest rates, political dysfunction in Washington and other pressing domestic and global issues that can…or will…impact the investment decision making ...
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In 2013, U.S. Trust partnered with The Philanthropic Initiative to conduct research on philanthropy discussions between professional advisors and their high net worth clients. The findings show significant disconnects between advisor approach and client expectations. Are ultra high net worth families and their advisors aligned or are their conversa...
In today’s post-ATRA world, planners are seeking insight on challenges and opportunities in this new environment. Tom Abendroth and Jim Steffel will guide FOX participants through the most significant legislative, regulatory and case law developments of 2013, as those developments were reviewed earlier this month at the 48th Annual Heckerling Insti...
The vast majority of the wealthy actually come from middle-class or working-class backgrounds. When they find themselves in the wonderful but unfamiliar world of wealth like immigrants to a new land, the adjustment can be harder than expected. Plus, they must figure out how to raise children and grandchildren successfully in the family’s new circum...
The strong performance in developed markets equities over the past few years has created a number of divergences between markets (Alligator Jaws) which history tells us will eventually revert to the mean and close the disparities. The ultimate Contrarian investor, Sir John Templeton had a wonderful quote that captures the essence of the current mar...
Fostering effective communication and gaining consensus in the family governance and estate planning/execution is never an easy task. Whenever the complexities of a blended family are introduced into the dynamics, whether the family is blended by adding in-laws to the governance system or through re-marriage, the scene is ripe for conflict if...
Have you considered what it will take to recruit the next generation of leadership to lead your family office to success over the next 15-20 years?Successful recruitment and retention of your office’s most critical roles takes forward thinking, a considered approach, long-term planning, and a methodical process that is structured to identify the be...
Family offices and wealth advisors have a greater need for integrated CRM solutions enabling them to:deliver consistently exceptional and highly personalized serviceseamlessly coordinate cross-functional activitiesmanage multifaceted relationships among the families they serve and their trusted advisorsIn this webinar, Chris Martinez, CFP® of Oakbr...
The webinar will examine the private equity secondary market, a private market where specialist managers purchase interests in existing private equity funds. Join the session at a time when many investors are becoming aware of secondaries as a portfolio construction tool. The session will examine many features of the secondary market su...
Join us for a look at the keys to successfully administering a private trust company (PTC). Chuck Schultz, national partner of McGladrey’s Estate and Gift Practice, will offer insights regarding what to do, and maybe more importantly, what NOT to do in order to run a long-term successful PTC enterprise. Topics include: Aligning complianc...
Now that the final regulations are out on the Affordable Care Act’s employer responsibility requirement, employers have a lot of decisions to make about how to implement these requirements. The Affordable Care Act experts—April Goff, Tony Kolenic and Norbert Kugele with Warner Norcross & Judd LLP —will help you understand the requi...
Even the most sophisticated families and family offices find themselves challenged at one point or another by discerning what constitutes high quality advice, staying on top of best practices, and understanding when and how State of the Art providers deliver superior value. At the 2013 FOX Thought Leaders Council Summit, industry leading...
Given the increasing trend towards global mobility, many international families have members who in the United States or are United States citizens by virtue of birth in the United States. There can be significant estate planning and tax risks at stake if the subtle (and not so subtle) implications of residency are not clearly understood. &nb...
Recruiting the right talent in a family office is widely known to be one of the most challenging and important initiatives a family can face. However, retaining that talent once an individual is hired is even more critical for successful operations. Studies have shown that 30-50% of newly-hired executives fail and leave an organization within 18 mo...
Given the statistical likelihood that many FOX participants are related to or work with someone with a behavioral health issue, this webinar broaches a difficult but real topic that is encountered by many in the FOX community: Addiction and chronic behavioral health issues. It will bring to light the connection between money and addicti...