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This session previewed new Family Office Exchange research on family office technology with a look at current software solutions, technology budgets, biggest technology challenges and plans for the future. FOX Senior Consultant Jane Flanagan led the discussion.Key takeaways include:Only 21% of single family offices have a dedicated IT person on sta...

Maintaining and enhancing corporate brand reputations is an entirely different challenge in today’s media environment. This session will examine how to secure your reputation in a social media world, and the tools that advisory firms have at their disposal to nurture and enhance their brand image.

What are the leadership attributes and behaviors that wealth owners need to embody in order to promote long-term wealth sustainability and family continuity in 21st century? How do they differ, if at all, from the past? Karen Neal, FOX Managing Director of Consulting, will facilitate a dialogue, drawing on a family example presented by 4th ge...

Drawing on insights from FOX’s recent benchmarking initiative for multi-family office and wealth advisory firms, this presentation will explore profitability trends and related challenges. FOX will complement the perspectives of leading multi-family offices and advisory firms with high-quality benchmarking data that focus specifically on what...

Following David's insight, each of the three subsequent speakers will explore innovative talent stragies in place at leading multi-family offices. This session will be in the form of a TED-style conference with short, succinct presentations on facets of the overall theme.Thom Melcher, Hawthorn, offers his personal perspective on what talent and cul...

Michael Cole, President of Ultra High Net Worth of Ascent Private Capital Management looks at how wealth advisory firms can attract and retain world-class talent with client relationship management capabilities.

Leslie Voth, President and Chief Executive Officer of Pitcairn comments on how to nurture the next generation of advisory and relationship talent within your office, and proactively manage transitions in the office.

Wealth owner and family office investment performance bounced back in 2012. So how are these investors feeling about the economy and planning for 2013? FOX will dig into the results of two recent investment surveys to provide a look at both ends of the market - self-directed wealth owners with less than $100M investable and families with family off...

It has been said that that business leaders frequently overestimate the impact of change in the short term and underestimate the impact of change in the long term. Many advisors are aware of the shifts in servicing required by the millennial next generation of wealth owners. This session challenges attendees to think about the 10-year impact of the...

David Friedman, President of WealthX, will share his firm's research on the private business marketplace, identifying its size and ownership by industry type. David will compare US ownership trends with patterns found in other parts of the world and how transfer taxes impact business structures. He will help us evaluate the importance o...

Sara Hamilton, CEO and Founder of FOX, will share the FOX research on some of the key trends and issues that will change the landscape for business owning families over the next decade. Sara will outline key questions that advisors need to pose to their business owner clients who are facing critical transitions, and the panel participants an...

Whether you are collecting wine for the enjoyment of drinking or as an investment, it’s important to protect your wine. In this easy-to-reference guide, tips are provided in four key areas to help ensure your wine collection is protected.

While some wine and spirits enthusiasts take pride in making sure their collections are protected in case of damage, spoilage, or loss, a surprising number are uninsured or underinsured. If you don’t believe you need to protect your wine and spirits with insurance, there are four reasons to reconsider.