Attracting and retaining talent is the top Human Capital challenge in family offices today. FOX Managing Director, David Toth and Ken Cameron of Grant Thornton LLP will join us and share what your peers who completed the 2018 FOX Family Office Compensation & Benefits Survey are doing to attract and retain key talent.  ...
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The Private Trust Company (PTC) structure offers the promise and potential to manage and organize increasing complexity within the family enterprise. This webinar will provide an overview of the reasons that families consider a private trust company and benefits experienced once they have been established. If you have been curious about ...
Opportunity Zones are an economic development tool designed to stimulate economic development and job creation in distressed neighborhoods and communities that are starved for growth. The 2017 Tax Cuts and Jobs Act, Code section 1400Z-2 provides for preferential treatment of capital gains that are reinvested in qualified opportunity funds. In...
Many people collect artwork for the joy it brings them, while others also focus on the investment angle of their collection. In both cases, collectors should ensure their insurance program and risk management advice aligns with their collecting goals, as well as their estate plans. In this session, we'll explore how to ensure your insurance p...
This session will focus on family office investors invested in private equity (PE) funds and/or direct investments and discuss where we are in the PE cycle. Beginning with a review of current data and trends in the PE markets, we will walk through the private investment management factors and decisions which, based on economic and PE industry...
With 2018 coming to a close, investors are setting their sights on the year ahead. Will the record long bull market in the U.S. weather the storm of recent volatility? How will government actions affect the state of this late-stage expansion? Jason Pride, Chief Investment Officer – Private Client at Glenmede will share his 2019 themes alongsi...
It’s been a little over a year since the 2017 Tax Act brought a multitude of changes to the tax code. As families continue to learn about the impact of the new law on their future, advisors await further guidance from the treasury department while simultaneously evaluating the challenges and opportunities presented by the changes for their cl...
Almost every day there are stories in the news about another security breach, another fraud warning, or another regulatory fine for lack of security. Join us as we highlight the top 10 IT security gaps and what you can do about them. In this session, we will discuss the real cybersecurity threats today, explain in plain English how they work ...
Successful transitions between generations is a key differentiator in families that out-perform the shirtsleeves to shirtsleeves proverb. Effective generation succession doesn’t happen by accident, nor is it accomplished through the efforts of a single generation. There are key principles and practices that boost families’ chances for e...
Leveraging FOX proprietary benchmarking research, Charlie Grace, Managing Director at Family Office Exchange, will present data and concepts related to family office costs including wealth management services. He will also cover the important relationship between costs and complexity, as well as techniques for weighing cost vs. value.
One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler, Managing Director of the Investor Market, joins us to provide highlights of what we learned in the 2019 Global Investment Survey. She will guide us through the survey results, including sharing ...
During this webinar, Kristi Kuechler will discuss how family office are forging ahead despite volatility and uncertainty in the markets– increasing their appetite for direct investments in real estate and operating businesses - as they continue to reassess the more traditional approaches to building investment portfolios.
A family office is structured by default rather than by design. In most cases, it is set up to serve the immediate needs of the founder and a limited number of family members. As the family grows, mandates change. How do you ensure that the family office is equipped to handle these new demands? Do you outsource? Partner? Expand?Join us for an...
Every family is challenged to find ways to engage the rising generation in learning about the family enterprise and how to live well with their wealth. Those who have had the most success have found fun, experiential ways to “meet each learner in the family where he/she is” in terms of interest, aptitude, and experience with a mix of one-on-o...
People make the difference and getting the right talent in place is crucial for any organization. Indeed, in a family office, there is no place to hide. In this session, we’ll focus on both the art and science of effective selection and promotion decision-making. We will consider the role, related culture, and family expectations to deve...