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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...

For family-owned businesses where personal relationships are entwined with the success of the business, successful transitions require careful planning. Whether you are contemplating selling the business to a third-party buyer or moving the business down to the next generation, there are several important family business best practices that family ...

Gain insight about the latest trends on cloud computing and learn about the evolution of cloud technology with one of the entrepreneurial pioneers of the cloud platform, David Matalon of External IT. Learn from Fidelity technology experts about the risks of expanding into a hosted solution. Gain a better understanding conducting effective due...

While every family is critically concerned about the well-being of their financial assets; the well being of their human capital—the future of their children and the health of the family--is uppermost in mind.Click here to access the article referenced during the webinar: Pound Foolish, Financial Education, and Success.

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 ...

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...