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Tom Abendroth and Jim Steffel joined us to review 2015 estate planning. They guided FOX participants through the most significant legislative, regulatory and case law developments that were covered earlier this month at the 49th Annual Heckerling Institute on Estate Planning. Tom and Jim highlighted the most important family office oriented issues ...

While no one really knows what the future will bring, global research data can provide a perspective on what may become reality. Kirby Rosplock, Ph.D., author of The Complete Family Office Handbook, guided participants through statistical evidence indicating trends that may impact the family office of tomorrow. Kirby addressed the global demand for...

Benchmarking is critical to a multi-faceted investment strategy, 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 2015, Family Office Exchange collected data to better understand asset allocation and performance ...

What’s the key to ensuring a high-functioning organization? Getting the right people engaged in the right activities to have the most impact on your business and the families you serve. Kelley and Barbara joined us and participated in this interactive session on how performance management—and the dreaded performance review process—can be a manageab...

As a global network of families, family offices and family wealth advisors, Family Office Exchange is at the center of conversation around issues of financial relevance that impact FOX Families. Charlie Grace, Managing Director of FOX facilitated a dialogue around current topics that have caught the attention of families throughout the world. Charl...

Decision support software can empower professional investors to do more of what they're good at, and less of what they're not. Through behavioral finance, we can now identify patterns in the way a portfolio manager invests, and enable the distinction between luck and the various aspects of investment skill. In this Webinar we learned about how port...

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...