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Our daily life, economic vitality, and family security depend on a stable, safe, and resilient cyberspace. As we all become more reliant on modern technology, we also become more vulnerable to cyber attacks such as corporate security breaches, spear phishing and social media fraud. These threats will be addressed and solutions provided in this sess...

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...

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...

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...

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.

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.

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...

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...

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...

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...

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...

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.

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...

Compensation committees (CCs) face a critical and urgent challenge: designing competitive compensation strategies in a world where the economy is unpredictable, leader accountability is expected to go beyond the bottom line, and sought-after talent is scarce. Looking ahead, CCs must rise to the challenge of attracting and retaining talent while eff...