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Effective governance empowers leaders of wealthy families and/or families in business to make the most of the unique strength of a family enterprise: the synergy between a strong, unified business owning family and a well-run family enterprise or family office.Ernesto Poza will explain why so many families fail to govern the family-business relatio...

Families continue to seek a better way of communicating performance results so that end users can gain a thorough understanding of the impact of strategic asset allocation, rebalancing, tactical shifts, and individual manager results and other performance measures. Critical to the success of such reporting is starting the performance discussion at ...

Please join FOX senior managers Jane Flanagan and Mariann Mihailidis to learn about the key findings from the 2014 FOX Benchmarking Study with highlights from the following best practice areas: Oversight and Governance, Complexity and Cost, Wealth Sustainability, Owner Engagement and Education, Client and Staff Satisfaction. FOX has conducted a pee...

One of the most difficult things for family leaders to convey to younger owners is the relevance and complexity of family governance. Using our recently completed Family Learning Module, Charlie Grace will provide an overview on governance concepts, and he will show you how to highlight the most important concepts to make the decision-making proces...

Poor trust risk management and family disunity remain major if not the major threats to families seeking to remain together from generation to generation. Often embraced hesitantly by families, the most important risk management actions are basic and logical, only requiring families to understand and commit to them. Communication is often the...

PFTCs provide significant flexibility with respect to investment management. The governance models afforded under PFTCs allow families to carefully craft the role of investment management, from the what, to the who, to the how. Modern trust laws in select states will allow you to create this flexibility through PFTCs, or for those less ...

For those considering a PFTC or in the early stages of developing one, this session provides the core information needed to get started, including identifying the right state and right structure for your family, chartering or licensing, and insight on the day to day realities of operating a PFTC.Attendees will learn:The chartering/licensing p...

Private Trust Companies were created and constantly evolve to meet the needs of wealthy families for trustees not adequately met by the traditional alternatives of institutional and individual trustees. The foundations for choosing the right trustee for a family are(i) identifying the role they need their trustee to play, and(ii) understandin...

A founder of the modern private trust company industry will provide a brief history of the industry and where it is at today: its strengths, growing maturity, challenges and how it must evolve going forward. Attendees will learn:A top-down overview of today’s state-of-art private trust company, both inside and outSome key recent st...

Regulated PFTC’s are licensed and supervised by state banking regulators. In exchange, families are given the only non-federal, permanent corporate/LLC charter allowing them to provide trust services and, without registration with the SEC, act as an investment adviser. The main price they pay is the burden of state regulations and...

The PFTC represents an elegant evolution of the family office by solidifying the role of the family in managing all of the family assets (more than just trust assets) and implementing its strategic plan. In this session, expert advisors and a family office executive share how to successfully integrate the PFTC with the family enterprise.Attendees w...