Join FOX for a moderated keynote with internationally recognized author and consultant, Dr. Jim Grubman. The session will explore an exciting trend and share examples of families that are taking a more positive approach to family leadership transitions, preparing the rising generation, and keeping the family engaged and cohesive.Jim Grubman, Family...
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Welcome to the 2022 FOX Family Forum.Peter Moustakerski, CEO, FOXGaby Griffin, Interim Co-President, FOXDavid Toth, Interim Co-President, FOXSara Hamilton, Founder and Board Chair, FOX
Join FOX and our partner Grant Thornton as we explore the findings from our research on the current state of compensation and benefits in the family office space. This year’s surveys focused on Board, Trustee and Committee compensation, in addition to benefits and compensation offered to family office staff. We will explore themes and insights with...
The family PTC is an evolving and essential strategy that contributes to long-term financial and family enterprise success. Join us for this in-depth discussion on how a private trust company that leverages a lender structure can benefit your organizations. This webcast is specifically for those who have: A lender structure and are co...
Get up to speed on the latest results from FOX’s compensation and benefit survey. Glen W. Johnson, President of Membership, FOXHilary Leav, Director, Insights & Research, FOX
It’s no secret the UHNW world is facing a myriad of talent challenges, from increased outsourcing to designing competitive incentive and compensation programs, to convincing the family that the office needs more staff. Join a panel of trusted family office advisors with deep family office HR experience as they address these often-nuanced situations...
As Family Offices evolve and become more complex, attracting the right talent to deliver and manage services requires compensation that is competitive with other professional firms. Join this session to discover how family offices can create a compensation program that attracts unrivaled talent to serve the family.Eric Gonzaga, Principal, Human Cap...
Many family offices choose to outsource services for a variety of reasons including their inability to hire in-house staff for all areas of service. This session will feature panelists with family office outsourcing experience in functions like tax compliance, payroll, human resources, bill pay, and more.Scott Metsch, Pulver Metsch, LLCAmjed Saffar...
Welcome to Day 2 of the 2022 FOX Family Office Forum.Scott Muench, Market Leader, Financial Families, FOX
When a strategic plan is developed with the family's values and mission in mind, they can serve as a family-endorsed roadmap for family offices. Join this session to hear about FOX's own work with developing a vision and mission statement, and from a seasoned family governance expert who has worked with families and family offices to create proven ...
This session will help attendees understand how to manage the challenging insurance market including steeply rising insurance P&C premiums and canceled policies. Speakers will discuss how to keep premiums down as much as possible and how to work with brokers to ensure you’re considering the best strategies for dealing with this challenging insu...
From potential family office regulations to the Corporate Transparency Act, it seems new proposed legislation impacting family offices will continue to emerge. This panel will examine the legislative shift that is placing the burden on family offices as well as what the implications are to existing and future family office structures, compliance, p...
Don’t miss this in-depth tax, trust, and estate planning update. Recent trust and estate litigation cases will be examined, as well as trust and fiduciary state laws. Current UHNW tax audit practices will be addressed in addition to a discussion on how to manage the tax challenges that come along with states trying to tax beneficiaries who live in ...
Cybersecurity is by no means novel, but in an evolving landscape affected by new technologies, geopolitical tensions, and a larger-than-ever digital footprint, the importance of your family office’s cyber strategy cannot be overemphasized. Join us to learn how SEI’s experience as a regulated financial firm translates to a hyper awareness of existin...