Tax & Estate Update: How Clients are Responding to the Recent Tax Law ChangesPresenters: Thomas W. Abendroth, Partner, Practice Group Leader, Private Clients, Trusts and Estates, Schiff Hardin LLP;Jesica Speer, Senior Manager, Private Wealth Services, Grant Thornton LLPSession Description: Since the Tax Cuts and Jobs Act was released at th...
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Creating an Effective Team for the Family OfficePresenters: Cassie Atteberry, Human Resources Director, Chinquapin Trust CompanyBonnie Gauger, Human Resources Director, Johnson Keland ManagementSession Description: The biggest asset of any family office is the staff that supports the family clients. In this session, two family office human res...
Virtual Family Offices and Meeting the Needs of Their Clients Presenters: Andrew L. Busser, Managing Director of Strategy, PitcairnSteven Draper, Partner, Markets & Best Practices, ETON SolutionsCharles B. Grace, III, Managing Director, Family Office ExchangeDain Kistner, Director of Family Office Innovation, Pitc...
Protecting Your Wealth Through an Enterprise Risk Management ApproachPresenters: Mark Galante, President, Field Operations, PURE InsuranceJames P. Kane, CIC, CRM, Senior Vice President of Personal Risk, USI Insurance Services, LLCSession Description: Enterprise Risk Management offers a robust approach to managing risk for families developing a...
Considerations for Converting Business StructuresPresenters: Mark J. Blumenthal, CPA, Partner, Plante MoranDomingo Such, Partner, Firmwide Chair, Family Office Services Practice, Perkins Coie LLPSession Description: The 2017 Tax Act presents planning opportunities around the choice of entity. Existing clients with pass-through entities like S-...
Considerations for Converting Business StructuresPresenters: Mark J. Blumenthal, CPA, Partner, Plante MoranDomingo Such, Partner, Firmwide Chair, Family Office Services Practice, Perkins Coie LLPSession Description: The 2017 Tax Act presents planning opportunities around the choice of entity. Existing clients with pass-through entities like S-...
Overview: FOX Family Security WorkshopThe FOX Family Security Workshop took place immediately following the FOX Family Office Forum. We were joined by more than 70 professionals for this inaugural workshop. According to our pre-event survey: Security is one of the top two concerns for families Onl...
No family stays together as an enterprise without a conscious commitment to a common purpose and a willingness to work together to accomplish specific goals.We focus on the following building blocks when working with families: Develop a family culture based on shared valuesRespect the family’s history and guiding principlesCreate a family time...
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The Great Separation: What the Return of Volatility Means for Your PortfolioPresenter: Mark W. Yusko, Founder, CEO and Chief Investment Officer, Morgan Creek Capital Management, LLC Session Description: Since the end of the Global Financial Crisis, abundant Central Bank liquidity has created a global rising tide for financial assets. Sto...
The Evolution of Asset Allocation: One Family's Story Presenter: Mac Van Wielingen, Founder and Director, ARC Financial Corp. Rob Van Wielingen, President, Viewpoint Investment Partners CorporationSession Description: This session shared the perspective of a private equity entrepreneur and a significant institutional investor who wor...
OverviewAt our recent 2018 FOX Global Investment Forum, more than 100 investment leaders came together representing senior leadership in family offices, family members responsible for investment decisions, and Chief Investment Officers for family offices.A brief survey of attendees identified their top three concerns to be:uncertainty in the m...
CIO Panel: Preparing for Uncertainty Moderator: David Toth, Managing Director, Family Office Exchange (pictured)Panelists: Lesley-Jane Dixon, SVP/CIO, Clark Enterprises, Inc. Joel Bosch, Controller, 42 North Partners LLCBradley Berger, President, Kompass Kapital Management LLCSession Description: In this session, a panel ...