Search Results

Talent development is an opportunity and challenge for any business, but the distinctiveness of a family office presents flexibility and greater challenge. In this webinar we explored:Why talent development may matter more in the family officeTalent development opportunities in the family officeCareer profilingSuccessionRising GenSkills development...

In the midst of the COVID-19 pandemic, the environment of highly valued equity markets has undergone a sudden shift to a bear market. What are the immediate term and potentially long-term implications on asset allocation? As the pandemic has taken hold on a global basis, how do we factor polarization of the economy, political environment, and socia...

Our annual cybersecurity update where experts shared the leading threats you need to be aware of to keep your clients, your firm, and yourselves protected. In addition to recurring threats over the last year, we also discussed more recent COVID-19 focused security threats.In this session, we covered:Personal security concerns including webcam extor...

Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous generations. Social media, easy access to information through search engines, and dramatically different expectations call for creative ways for families to raise financially mindful c...

We will relay what we have been hearing from members, and How Family Offices Can Work from Home Effectively. Any questions about the Crisis Checklist we sent you last week also will be covered. We invite you to contribute your thoughts on operating in a virtual Family Office environment – a new experience for most of us.

We recap FOX Investment Opportunity Exchange - Putting Capital to Work. This live, interactive event for FOX Members is intended to share investment ideas, deals under way, or opportunities being considered. Each session will feature discussions with select investors on their current thinking, as well as peer dialogue to enable shared learning...

We recap a live, interactive discussion with FOX members about Managing Stress. Most everyone has been experiencing some form of stress and anxiety since the Covid-19 outbreak – whether about catching the virus or the social and economic impact. For family office staff, uncertainty about how the workplace will accommodate these concerns i...

Interactive discussion with FOX members about Reopening Your Family Office. Begin preparing now for a post-lockdown re-opening of your family office. Which employees come back when? How will you control the number of people in the office to ensure social distancing? Will your disinfecting and cleaning policies or procedures change? What curren...

Peter Mahler founded Mahler Private Staffing over 30 years ago. He and his team have staffed the homes and family offices of over 1,000 of America’s leading families. Join Peter as he discusses the challenges and opportunities that Covid-19 has presented to our clients - including best practices for managing live-in household staff, ‘come and go’ h...

This session featured Paige Cornetet Afendoulis, founder of Millennial Guru and a G4 family member and entrepreneur. Her work focuses on identifying people’s natural strengths and putting them in the workplace.As a rising gen, and StrengthsFinder trained facilitator, Paige has been working with businesses and families leading workshops, team ...

An interactive discussion with FOX members on Strategic Planning in a Time of Uncertainty. During this virtual event, members will be able to share ideas, questions, and solutions for operating in the months ahead. To be well-positioned to thrive in an uncertain future, it is imperative to have a well-defined strategic plan that creates ...

This live, interactive event for FOX members is intended to share investment ideas, deals under way, or opportunities being considered. This session will feature discussions with select investors on their current thinking, as well as peer dialogue to enable shared learnings.Please join us for an insightful discussion around re-assessing investment ...

With elections around the corner and the year-end quickly approaching, this webinar provides an essential review of key trust provisions and powers to deal with political, economic, tax and family uncertainty. The focus will be on maximizing control, flexibility, asset protection and privacy for the grantor and the family beneficiaries. The d...

During this webinar, you’re invited to join Susan McDermott, Head of Family Office Solutions, Peter O'Brien, Vice President of Sales, and Eric Weikert, Senior Director, of Addepar for a first-hand look at the process of finding and executing a new portfolio reporting and analytics platform. At the end of this webinar, attendees will ...

FOX experts took a look back at the events of 2020 and discuss their implications for 2021. Sara Hamilton, CEO & Founder, Glen W. Johnson, Chief Operating Officer, and other FOX experts reviewed the top 10 family office trends they see gaining steam in the new year.