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As Impact Investing gains global momentum and acceptance as viable family oriented strategy, a key question needs to be addressed... Is Your Family Office Ready for Impact Investing? Temple Fennell joined us for a candid and experience-based look into how you create and maintain stakeholder “Buy-In” BEFORE investing. The dialogue included suc...

The organizational structure of a Private Family Trust Company, or PFTC, has several roles that need to be filled. As a result, there is substantial risk that, absent preventative measures, the actions of the PFTC as fiduciary could be voidable by a trust beneficiary based on a conflict of interest. Rob Galloway, a national team leader o...

Are you doing everything you can to attract and retain quality talent? Is your compensation plan competitive? Please join principal researcher, Jane Flanagan and Bruce Benesh, Partner Grant Thornton LLP to find out how your compensation plan compares to 118 of your peers who completed the 2015 FOX Family Office Compensation & Benefits Survey. F...

As families, family offices and advisors focus on refining their 2016 investment strategy, this is a critical time of the year to reflect on where you are pursuant to your investment goals as well as to identify where you want to go in the year ahead. It also becomes the optimum time to assess emergent strategies that can help you more effectively ...

Real estate plays a large role in the accumulation of wealth. Often opportunities in the marketplace can be missed when the thought of large capital gains and recapture taxes loom. By properly structuring a 1031 exchange not only can taxes be deferred at that point, but, if correctly done, for the life of the investor. The 1031 exchange is oft...

We live in disruptive times, and it’s all-too-easy for families, family office executives and business leaders to feel overwhelmed and under-prepared for confronting the unexpected changes inherent in our everyday lives. How you and your team perceive these changes―as a threat or an opportunity―will greatly impact how you can respond to them. ...

Aligning the advisory relationship with the family’s objectives is as much an art as a science. Many families don’t realize that a wide spectrum of advisory relationship structures exist, and that they have the ability to design and customize a relationship that best suits them. Where a family falls on the spectrum is most commonly driven by the fa...

Advisors and Family Offices can achieve sustainable engagement and build advocacy with their clients/families by constructing a great client experience. Providing such an experience, however, necessitates gaining awareness of what constitutes an exemplary experience as well as ensuring that your team is consciously and proactively engaged in ...

FOX Public Webinar - The State of the Ultra Wealth Advisory Business There has been a 15% drop in the pricing of wealth management services for ultra-high net worth prospects since 2012. What is the cause of this and the other trends shaping the ultra-wealth advisor market? FOX director of advisor research David Toth and FOX director of m...

In light of the favorable tax court ruling in Lender Management, LLC, v. Commissioner and the fact that miscellaneous itemized deductions (§212 deductions) are no longer deductible per the 2017 Tax Act, we are seeing a lot of interest in the profits interest structure. In this session, Tom Ward explored the pros, cons, and reasons why family office...

During this webinar, Kristi Kuechler discussed how family offices are forging ahead despite volatility and uncertainty in the markets– increasing their appetite for direct investments in real estate and operating businesses - as they continue to reassess the more traditional approaches to building investment portfolios.

Families who share in the ownership of diverse assets will benefit from developing a broad-based framework for planning their future together, which FOX defines as Family Enterprise Thinking. Families are strengthened from identifying their common interests, knowing what holds them together, and sharing a multi-generational vision.This webinar outl...

Having a clear strategy and making sure there is alignment between the family and the family office as part of the execution of that strategy is critical. To make that happen, oversight of the family office must be well articulated and undertaken by the family or the office board. Oversight and measurement of performance cannot be successfully left...

FOX’s annual estate planning review webinar lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 54th Annual Heckerling Institute on Estate Planning. Key legislative, regulatory, and case law updates impacting ultra-high net worth families and their family offices were&nbsp...

A cherished beach house, lakeside cottage, mountain retreat, ranch, or other vacation property can foster deep emotional ties for families, creating unique opportunities and challenges over multiple generations. For some families, they can be touchstones for the extended family to gather and serve to define family identity. For families with opera...