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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...

Critical to a multi-faceted investment strategy is benchmarking, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders. During the First Quarter of 2014, Family Office Exchange collected data to better understand asset allocation and performance ...

One of the most frequent “keep you awake at night” questions for wealth owners is how to raise responsible, motivated and independent next generation children? In this provocative webinar, Coventry Edwards-Pitt shares highlights from her recently released book “Raised Healthy, Wealthy and Wise”. Rather than focusing on the challenges of bein...

Developing great family leaders is a process, not an event. Leadership success is often measured by knowledge, skills and abilities coming together at critical times. This webinar will explore the benefits of playing to one's strengths in leadership and talent development, pitfalls to avoid, and the keys to being an extraordinary family leader.

With increasing interest in “crowdfunding”, this webinar will separate fact from fiction in this emerging asset class. Attendees will learn:The status of the US and global crowdfunding marketNew technologies and innovation being created to take advantage of this new way to connect capital and opportunitiesThe status of SEC crowdfunding rules...

In this webinar, attendees will learn:What is a captive insurance company and why a client might form oneThe taxation and legal aspects of a captive -- including IRS safe harbors, revenue rulings and case law historyProfiles of clients that have structured captive insurance companiesPotential pitfalls of the captive insurance strategy and what to a...

There is a great deal of focus on preparing the next generation, however often misguided on how to do this. In this webinar, attendees will learn:The important questions that must be answered first in order to effectively prepare the next or rising generationThe important distinction between developing Life IQ versus Financial IQThe principle...