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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 ...
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 alternat...
Come for a first-hand introduction to the new FOX Wealth Center website, a rich resource to support you in managing your clients’ wealth and developing your own business. This site is designed to be the first place you go when looking for information regarding issues you face every day. Learn to navigate around the site to ensure that you get ...
Come for a first-hand introduction to the new FOX Wealth Center website, a rich resource to support you in managing your family’s wealth. It is designed to be the first place you go when looking for information regarding issues you face every day. Learn to navigate around the site ensuring that you get the maximum benefit from all ...
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...
Selecting a wealth advisor may feel like an overwhelming and intimidating task and some families will postpone taking action or make a hasty and uninformed decision. Where do you begin? What should you be concerned about? In this program, you will gain an understanding of best practices in the wealth advisor selection process, questions to ask a...
Effective financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make knowledgeable decisions about their future. Join 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 and wh...
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 ...