Demonstrating the value of a family office is no small task. The pressing priorities of an office often leave little room to fully comprehend the impact of all moving parts. The 2017 FOX Family Office Study explores several key components of family office operations such as cost, governance structure, education and client experience. Join FOX’s Dir...
We have the answers
Search Results
In the not-too-distant past, it would have been unimaginable for health care coverage to be a point of political debate. Today, Health and Welfare (H&W) benefits, while once only a “perk”, are becoming an integral part of an integrated total compensation package.Employee/contractor status, plan eligibility, operations, and compliance requiremen...
You’ve taken great efforts to enhance the technology security at your organization. Unfortunately, security concerns don’t end with a firewall and anti-virus software. Hackers are employing Social Engineering, where your people – not your systems – are the targets. It’s a powerful tool that involves disguise and exploits our natur...
Wealth management advisors have long recognized the value of tax loss harvesting. In this session, Paul Bouchey, the chief investment officer at Parametric, debunks some of the myths surrounding tax loss harvesting and provides a more realistic picture of what to expect from tax management strategies in the context of an equity portfolio. Myths:Tax...
We are pleased to announce that John Duncan, who coined the phrase "Beneficiary Relations Committee" and pioneered its role in improving the beneficiary experience will join this webinar as a presenter, to provide his insights into the committee's role and function.The Beneficiaries Relations Committee (BRC) is the “it” name for the committee perso...
In this session, we'll discuss the overall landscape of where we are in the credit cycle (public and private), areas of dislocation across the credit markets, and where opportunities may exist in private credit in the relatively more liquid side of private credit.
Wealth advisory firms are redesigning their talent strategies to create an attractive environment for recruiting and developing new talent in a very tight hiring market while enhancing both the client and employee experience.“The changes are starting at the top,” said David Toth, Director of Advisor Research and author of the study. “Firms are not ...
In this annual session, we'll discuss the U.S. and global economic outlook, with a particular focus on growth prospects, interest rates, and risks. Furthermore, we’ll explore equity valuations and take a critical look at the underlying assumptions that lead to conclusions of over or under-valuation.
As major tax changes to the U.S. tax code start to take form, our always-popular Annual Estate Planning Update webinar couldn't be more timely. Tom Abendroth of Schiff Hardin and Jeff Saccacio of PwC will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 52nd Annual Heck...
As 2017 draws to a close, Congress is in a heated race to overhaul the tax code by year-end. While many see tax reform as a boon to U.S. economic growth, fears remain on what the implications of such reform will have on family businesses, wealth owners, and family offices. In this Hot Topic webinar, two tax experts and FOX members, will guide us th...
In this session, FOX member and guest security expert, Jordan Arnold of K2, will explore the cybersecurity trends and threats families and family offices need to be aware of in 2018, including:Personal cybersecurity trends for 2018The difference between identity theft and privacy theftWhy cybersecurity is also a physical security topicIn ...
In light of the favorable tax court ruling in Lender Management, LLC, v. Commissioner and the fact that miscellaneous itemized deductions (§212 deductions) are no longer deductible per the 2017 Tax Act, we are seeing a lot of interest in the profits interest structure. In this session, Tom Ward will explore the pros, cons, and reasons why fam...
Managing individuals is tough, especially if they are family members or from a different generation. Managers are bound to run into situations that they feel ill-equipped to handle, which leads to mistakes that can cost the organization in time, talent, money, and reputation. In this session, we’ll explore the typical situations where manager...
If you think you may need a family office to manage your family’s wealth or you want to take the family office to the next level, this webinar will help you find out what a family office does and what it takes to start and maintain one. During the webinar, you will learn about the concepts FOX has garnered working with financially succes...
This program is designed to enable FOX members to better understand if the businesses they work with should consider converting to or electing C corporation status in light of the Tax Cuts and Jobs Act, lowering the federal corporate tax rate to 21%. In this session, we’ll explore:A Review of historic tax and nontax considerations relat...