Search Results

Fraud is happening at your organization; you just don’t know it. Then again, maybe you do, but you are not sure how pervasive the problem is, where to begin your anti-fraud journey, or how to enhance your current fraud risk management practices. This playbook—which includes templates, checklists, and tools—draws from best practices and leading guid...

Disagreements and discord can arise when it comes to your family vacation home, a unique asset that symbolizes important memories and family connections. For this reason, you should specifically address the vacation home in your estate plan to avoid hard feelings and even disputes. With thoughtful and proactive planning, a family can avoid many of ...

Making the shift from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth. And while discussions about philanthropy often begin in the context of tax or estate planning, start with exploring what you want your wealth to accomplish and why you want to give. It’s also important to measure your philanthropic i...

Independent directors can enhance a family business board in a variety of ways, including providing expertise in a range of subject matter areas, leadership development, and learning opportunities. They can also help owners expand diverse viewpoints, adapt to changing circumstances in the market, and help make decisions that are difficult for the f...

As the COVID-19 vaccine becomes a larger part of the national conversation, employers will need to assess and/or develop a vaccination policy and plan. Employer-driven vaccination programs require a thorough understanding of employment law, compliance, employee well-being and education. This e-book covers employment law considerations and explains ...

The data shows that water damage from ruptured pipes is significantly more extensive and disruptive when caused by freezing temperatures. Take precautions when the temperature drops. Learn what you can do to prevent frozen pipes and better protect your property.

Continuing a trend of the past five years, exchange-traded funds (ETFs) grew in assets under management in 2020. However, the fact remains that the ETF continues to be a one-size-fits-all solution that isn’t optimal for everyone. The flexibility of a custom passive separately managed account (SMA) can beat an ETF in terms of tax efficiency in...

The evolution of cybersecurity threats is increasing at a rapid pace and becoming more sophisticated as they leverage the same advanced technologies and methodologies as cyber defense tools. No longer are cyberattacks focused primarily on financial incentives, they are also aiming at maximizing operational disruption. With the continuing cyber t...

The wealth advisory industry is growing at an unprecedented rate as more and more registered investment advisors, financial institutions, and accounting and law firms are attracted by strong client population growth in the ultra wealthy segment. Although there is tremendous market opportunity and barriers to entry are relatively low, service requir...

Many wealth owners are seeking tangible methods for measuring and evaluating the value of their family office and/or wealth advisor. What do wealth owners expect and what do they value? How do family offices and wealth advisors demonstrate value? Listen in as our speakers reveal findings from dozens of interviews with wealth owners, fam...

Like any industry, the family office market continuously evolves in response to external environmental factors and the changing needs and demands of clients. In this webinar, listen to the FOX research team as they look at the key issues shaping the family office industry today and provide commentary and views on select trends currently affecting f...

A variety of special challenges confront families collecting art and other unique and valuable objects. It is critical for family offices to examine processes on how to secure and protect thier valuables while evaluating recovery methods in today's economic times.

Providing wealth management services via a single family office takes on many forms from investment oversight to educating the next generation. On this webinar, FOX consultants discuss evaluating client needs to determine scope of service options, service delivery methods and elements of a client service agreement. What services do families of weal...

Compensation cost is a significant expense for family offices, accounting for approximately 60% of a family office budget. It is critical to the success of a family office to not only hire the right people but also to ensure it's compensation program is aligned with the family’s values and long-term objectives and is appropriate for the life stage ...

A strong governing board is part of the “glue” that helps marry and implement the family vision and legacy with strategic plans and results. One of the most effective programs that can be implemented in the family enterprise is to establish and strengthen the impact and effectiveness of the family governing board. In this webinar, F...