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In mainstream media coverage of America's health care system, it is commonly implied that wealthy patients are largely immune to health care challenges and risks. The conventional wisdom is often that simply by paying high premiums for private insurance (or by paying cash), patients can get the best care and avoid - or override - any health care pr...

Intra-family loans are becoming increasingly popular within the private wealth sector. In an ever-changing environment, this method takes advantage of low interest rates, provides more flexibility than commercial loans and minimizes tax consequences.In this program, Carol Kroch, Head of Wealth and Financial Planning at Wilmington Trust, will review...

The question isn’t: Will your family office have to restructure to comply with the Investment Advisers Act by July 21, 2011 (or after a short extension)? The question is: How extensively will your family office and entire family enterprise have to restructure?Our expert panel of speakers—combining decades of experience working with family offices—d...

The world of social media and social networking is growing at so fast a rate that it has become increasingly more challenging to stay current with the language and offerings. In this program we will explore the world of social media, examine the risks to privacy, legal liability and financial loss when we do not take the steps to properly exercise ...

92% of heirs switch their advisors after receiving their inheritances. As the Baby Boomer generation prepares to transfer an unprecedented amount of wealth to the next generation, advisors have an opportunity to support their client families to creating successful successions—and to support the long-term, sustainability of their own practices—by ad...

You may wonder why family offices and advisors need to know about social media. This online seminar will explain why it is critical for creating personal brands, attracting prospects for advisors, and staying on the right side of compliance issues.Marketing meets social media in a fast-paced and continuously changing environment. It’s increas...

Compensation and benefits are the largest expenses for multi-family offices and wealth advisors, often representing over 50% of the firm’s expenses.In this session – a reprise and continuation of research presented at the 2009 Wealth Advisor Forum – study leaders review FOX’s latest proprietary research into the “economics of talent”.Participants i...

According to the Substance Abuse and Mental Health Administration's (SAMHSA's) National Survey on Drug Use and Health in 2006, 23.6 million persons aged 12 or older needed treatment for an illicit drug or alcohol abuse problem (9.6 percent of the persons aged 12 or older).Most families face these issues at one time or another – but for high net wor...

In their personal and business lives, wealth owners face a variety of risks, many of which could be mitigated or possibly even eliminated with the help of experienced investigative professionals.In this segment of FOX’s ongoing personal and financial security series, a former special agent of the U.S. Secret Service presents an overview of private ...

Conservancy, financial and tax considerations play a vital role in the succession of family owned real estate.We are please to have two nationally recognized experts Dennis Delaney and Nancy Dempze, presenting crucial tax and estate planning strategies they have used to guide families seeking to preserve legacy real estate.

Families that integrate risk management into their broader wealth management practice take a proactive rather than reactive approach to the future. They recognize how current actions and efforts have the potential to greatly impact the lives of generations to come. While it is impossible for any multigenerational family to be able to identify and a...

Families that thrive for multiple generations invest their time, talent and resources to ensure their family offices have thoughtful and flexible programs to be successful. When should families consider a strategic assessment of their family office? How do wealth owners and family office executives conduct such an assessment? What is the link to be...

Explore the role insurance plays in family office risk management and how the actions taken by executives and clients can create a more holistic approach to insurance planning.This program is based on research by FOX and content partner Frank Crystal & Company. Learn about actions that can be taken to improve overall family protection wit...

Self-assessment is a process by which individuals can learn more about themselves - what they like, what they don't like, and how they tend to react to certain situations. This self-knowledge can help adults at any stage consider which life and career paths could be good "fits", deal more effectively with personal and interpersonal challenges, and ...

More and more, family members are heading off the beaten path when they travel. Whether the purpose is business, philanthropy, or pleasure, excursions to less-developed areas of the world present a special set of risks to manage – both for the individual traveler and for the family as a whole.