Search Results

With escalating family office costs, increasing complexity of the investment markets, and SEC regulatory changes, families are taking a more thoughtful approach to their investment function and considering changes that reflect the long term vision of the family. Join us for this webinar as we explore the investment consultant landscape as an option...

Creating a Private Family Trust Company (PFTC) may be the perfect solution for a family who values flexibility and control or family office looking to comply with the SEC regulations. View this webinar replay to gain practical insights from industry experts on how to form and structure a PFTC, how they operate and the benefit to families. Many peop...

Family systems are inherently complex. The seen and unseen patterns of power, control, communication, love, risk-taking, money and trust are just a few of the dynamics that can become unconscious drivers through which families organize themselves and their actions across generations. Join us to gain an understanding of how family dynamics imp...

View this webinar for a first-hand introduction to the FOX Wealth Center website, and learn how to navigate the site to ensure you receive the maximum benefit from all the knowledge neatly packed within the shiny new platform. You will save time with the hints and tricks that we show you.

Where would we be without such remarkable and brilliant entrepreneurs like Benjamin Franklin, Henry Ford, and Steve Jobs? Many wealthy families promote, foster and achieve the cultivation of entrepreneurs in order to sustain family wealth across generations. But how do they do it?Today's family leaders are experiencing different and more intense dy...

Forming a captive insurance company is a frequently overlooked and largely misunderstood option for managing risks and exposures in a cost effective way. Who should form a captive and what are the tax and non-tax benefits?Join this webinar to hear our speakers explore the captive concept, relevant factors to consider when exploring this alternative...

Effective financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make knowledgeable decisions about their future. View this webinar to examine recent FOX research on the current state of financial reporting in the family office industry. How often are reports provided to family members ...

The benefits of personal wealth come with complexity and heightened responsibility for the family and next generations. The risk management and insurance surrounding personally owned assets is every bit as important as is financial planning and wealth management. In this webinar, we will explore inadequate insurance, gaps and omissions ...

One of the most important roles of a family office is that of family risk manager. There are many risks facing wealthy families and family offices should establish and maintain an effective risk management and internal control processes. View this program to learn why internal controls are important and what should be included in a risk...

Evaluating the cost and value of the family office is one of the family office board’s most important responsibilities. Making this happen each year is a challenge. FOX Family Office Benchmarking provides office executives and board members with a means of summarizing the work of the office and putting its value in perspective relative ...

This is a brief tour of the Family Office Exchange website.

As competition increases, it’s even more important to differentiate, stay informed of industry trends and better understand where your firm measures up in relation to the industry. FOX recently launched a benchmarking initiative for MFO’s and advisors to provide the industry with high-quality data that would enable management teams to make be...

While art can imbue an otherworldly experience, there are real world issues to be addressed when collecting art to ensure its protection and survival for future generations. Join this webinar to hear specific security, risk management and financial considerations required to protect fine art and other valuable articles. How often should art a...

Many of you know, the American Taxpayer Relief Act of 2012 was quickly passed by Congress and signed into law by President Obama. What you may not know are the implications of those changes and what you can expect in the future. Listen in to this teleconference to hear Lisa Whitcomb from Glenmede explain the personal income tax and busi...