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10351 results found
Breakout Session 1C: Family Office Portal
Publish Date:
Jul 13 2016

A family office portal is a secure electronic gateway to the information that you want to share with your family—files, photos, services, and information—accessible over the Internet through a web browser. It can be a powerful means of connection for the family. Come to this session to learn about one family's experience creating th...

Technology Demonstrations
Publish Date:
Jul 15 2016

Choose among multiple technology solution providers for 3 different showcase sessions. Technology providers will demonstrate the features and benefits of their technology with emphasis on how their products uniquely serve the needs of the family office. Sessions will be held at 2:30pm, 3:05pm, and 3:40pm

Breakout Session 1B: Social Media: The New Liability Frontier
Publish Date:
Oct 05 2016

Facebook. Twitter. Instagram. How do you balance the need for privacy with the reality of 24/7 social media as a way of life? This session outlines strategies and practices that every family office should consider to keep your family and your family information safe.

Breakout Session 1A: Securing Client Communications: Trends and New Technology
Publish Date:
Jul 13 2016

Family offices are looking for a secure way to interact with their families with increased flexibility, improved levels of communication and tight process integration across their business. What developments should you be aware of? Steven Draper will update us on the state of play in this area and focus on solutions and strategies that provide incr...

Communicating Across Generations in the Workplace
Publish Date:
Jul 13 2016

For the first time in modern history, four generations are represented in the workforce. Each group has its own distinct characteristics, values and attitudes toward work. These differences can lead to misunderstandings and increased conflict, posing challenges for human resources. In this webinar, we looked at how to tailor communication and train...

Internal Controls: Assessing Risks and Implementing Solutions
Publish Date:
Jun 29 2016

Family office activities are complex, and families can unintentionally put themselves at risk if they don’t proactively identify and address the potential impact of external factors. One solution: conduct a full diagnostic risk assessment and review of your internal controls to ensure that potential problems have been identified and proper mitigati...

Top 10 Security Risks to Family Offices and Family Business and Best Practices for Mitigation
Publish Date:
Jun 15 2016

Family offices and family-operated companies face a variety of security risks, including: cyber, physical, reputational, and financial. In many cases, their interconnectedness to family residences complicates matters further. David London of The Chertoff Group and FOX senior technology consultant Steven Draper will explain how to improve a family&r...

Office of the Beneficiary
Publish Date:
May 25 2016

As families prepare for an unprecedented $30 trillion transition of generational wealth, the focus is turning from “WHAT” needs to be done to the all-important “HOW” this will occur? Jay Hughes, author, strategist and sculptor of knowledge on the impact wealth has on families guided the FOX community on an exploration of the Office of the Ben...

Jay Hughes The Trust As Meteor
Publish Date:
May 16 2016

SPECIAL ONLINE DISCUSSION GROUP EVENTOn Monday, June 27 during business hours we will host a facilitated online discussion focused on how the Office of the Beneficiary meets the beneficiary’s needs.Subject Matter Experts:Robin Satyshur, CEO and Steve Davis, Chief Trust OfficerPendleton Square Trust and Family Office ServicesTo participat...

2016 FOX Global Investment Survey Highlights
Publish Date:
May 11 2016

For anyone who’s been asked, “So, how did we do last year?”, this webinar gives you a benchmark unlike any other in the form of peer perspective. FOX investment expert, Charlie Grace joined us and told us what we learned in the 2016 Global Investment Survey of 80 family offices from around the world. From their investment objectives, to their feeli...

Linking Value and Pricing: Insights from FOX’s Latest Research
Publish Date:
Apr 27 2016

Critical to the creation and application of new ideas within the marketplace to generate new value is a keen awareness of the client’s perception of the value delivered over time. To provide you with tools necessary for strategic thinking from a tactical perspective, Karen and David will share key findings from the FOX MFO Benchmarking study ...

Generating New Value: Innovation in Engaging Millennials
Publish Date:
Apr 27 2016

Family Office Exchange continues to lead efforts on assessing need; analyzing impact; evaluating ideas, preparing for innovation; aligning culture and teams toward commitment; and targeting efforts in the design, development and delivery of meaningful and dynamic products, services and processes that are uniquely positioned for the next generation ...