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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...

Demonstrating the value of a family office is no small feat. The pressing priorities of an office often leave little room to fully grasp the impact of the work being done to fulfill the family’s vision. This 2021 FOX Family Office Study explored several key components of family office operations such as cost, governance structure, education, and ri...

FOX’s Chief Learning Officer, Mindy Kalinowski Earley, explains how and why family education is an essential component that supports family cohesion and the transfer of wealth and legacy through generations. During this session she walks viewers through the newly released FOX Family Learning Handbook, filled with a roadmap of tools that will assist...

40% of families now gift their assets through trusts compared to 12.5% in 1995. Directed trusts, special purpose entities, trust protector companies, and regulated and unregulated private trust companies have all played integral roles in the growing popularity of trusts. This session focused on the important reasons families are choosing these popu...

The events of the last two years have been a catalyst for families to assess past and future philanthropy goals and strategies. Key elements currently impacting philanthropy approaches are potential tax changes, alignment with the rising gen on shared giving goals, changes in philanthropy practices, like collaborative giving, the increased pace of ...

As the largest intergenerational wealth transfer in history unfolds during a time of rapid technological, climate, and social change, some families view philanthropy as a way to build family cohesion and teach younger members a sense of responsibility. Philanthropy can be a unifying force – but it can also lead to conflict as families work to balan...