Search Results

This year, FOX included a values-aligned investing chapter in our Global Investment Survey for the first time. We gathered deep, meaningful data on responding families and look forward to sharing it with you. Join us on May 22 as we share how the world’s leading families are deploying capital to values-aligned strategies, as well as the chall...

How far can markets go from here? In this mid-summer webinar, Deepak Puri, Managing Director and Chief Investment Officer for Deutsche Bank Wealth Management in the Americas, will look at how market gains can coexist with an outlook of slowing economic expansion and easing earnings growth, and whether the promise of continued accommodative monetary...

Many family offices are in a period of change. New family offices continue to emerge; established family offices are shifting strategies and service models. Macroeconomic factors and the perpetually pending market downturn loom over daily operations. In a volatile environment, management liability insurance, such as Professional Liabili...

Last year California passed the most sweeping change to US privacy law to date. The California Consumer Privacy Act (CCPA) comes into force on January 1, 2020 and brings with it many new compliance requirements for companies who collect, share, and use the personal information of Californians. Companies need to examine their practices with re...

The software selection process can be overwhelming and time consuming. What are the options, what functionality do they offer, and how much do they cost? This webinar will help you navigate the different stages of software selection, how to take a real and impartial look at your options, and set the right expectations about the future landsca...

One of – if not THE – most essential skills necessary in our profession is the ability to influence the outcome of our interactions with clients and colleagues. Ultimately, we need to be aware of the human element of business if we want to achieve our intended results. In this session, we’ll explore how to navigate difficult conversatio...

Family Office Exchange is committed to identifying trends and issues that have immediate and future impact on families of wealth. In this session, Glen W. Johnson will share emerging industry trends and outline the implications for families and their advisors.

In this webinar, Dave Hewitt, Executive Vice President of Safety at Wheels Up and an aviation veteran with over 30 years’ experience, will educate you on the most important questions to ask and things to understand when looking for the safest private aviation solution for your family. Armed with this knowledge, you’ll be able to make an ...

The mere word “prenup” strikes fear and anxiety into the hearts of most who hear it. When we realize we have to broach this topic, our thoughts immediately jump to the worst-case scenario - a broken engagement. Or we envision suffering through months of arguments and negotiations to please a family that doesn’t seem to trust our judgment or f...

Demonstrating the value of a family office is no small task. The pressing priorities of an office often leave little room to fully comprehend the impact of all moving parts. The 2019 FOX Family Office Study explored several key components of family office operations such as cost, governance structure, education and client experience. Joi...

Financial integrations give companies a competitive edge. They allow for disparate systems to work synchronously. They eliminate the rekeying of data, enable the sharing of information across teams or departments, and allow for the gathering of intelligence to enable broader analysis and more data-based decision-making. Join this webinar as i...

For families engaging in strategic planning, the proverbial questions remain the same… What does the rising generation need to know? How do we deliver that? What should we expect from them? Intentional families consider these questions for years. Others, due to unexpected life events, are rushed to get the rising gen members up to speed and r...

Family Office Exchange is committed to identifying trends and issues that have immediate and future impact on families of wealth. In this session, new FOX President Bill Sullivan and Chief Operating Officer Glen W. Johnson will share emerging industry trends and outline the implications for families and their advisors.

According to FOX research, changing client behavior impacts what services need to be provided, how to develop talent and even the way firms articulate their value in the marketplace. In this webinar, we'll examine the shift in behavior which can already be seen in the increase in direct investing and more subtly in how families are seeki...

Most analysts agree that US. equity and fixed income markets are over-priced and many other areas of developed markets are no better. Some advocate moving to cash, but are there more attractive alternatives? In this webinar, we'll discuss several current investment opportunities and the nature of these cyclical, secular, and technic...