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10156 results found
FOX Webcast: Highlights of the 2024 Heckerling Institute on Estate Planning - March 13, 2024
Publish Date:
Feb 26 2024

Please join us on Wednesday, March 13, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were addressed at the 58th Annual Heckerling I...

Senior Accountant
Publish Date:
Mar 22 2024

POSITION DESCRIPTION SUMMARY STATEMENT The Senior Trust Accountant is responsible for the preparation of multiple trust and investment accountings, reconciling bank and brokerage statements, assist with annual audit requests, general administrative duties to support trust and accounting, and special projects as assigned. This person will also be an...

FOX Direct Investing Dinner
Publish Date:
Feb 28 2024

Please email events@familyoffice.com if you would like to attend the Direct Investing Network Dinner Please join us for a dinner with private investors, focused on bringing together families with an active interest in direct investing. Meet other like-minded investors and engage in meaningful dialogue around deal flow and related topics...

Paving Humanity’s Path to a Golden Civilization with George Kinder
Publish Date:
Feb 29 2024

This week, I am pleased to welcome George Kinder, Founder and President of The Kinder Institute of Life Planning. George is a renowned author, international thought leader, and life planning pioneer who over the past 35 years has spearheaded the financial planning movement within the financial service industry. George is also a longtime mindfulness...

2024 FOX Blockchain Roundtable
Publish Date:
Feb 29 2024

All times listed are in U.S. Eastern time. REGISTER Click on the button above or use this link to register for the program. In-person only. Open to all qualified attendees, including Family Members and Single-Family Office Executives. Join us for breakfast and meet a curated group of family office and institutional investor...

Navigating Prenuptial Agreements: Guidance for Legacy Families
Publish Date:
Feb 29 2024

Prenuptial agreements are becoming increasingly popular and standard for couples, especially for wealthy families and individuals. These agreements, when implemented well with reputable legal experts, provide a relatively predictable method for asset protection and planning. However, navigating the conversation around prenuptial agreements can be s...

Agreus USA Inc.
Publish Date:
Mar 04 2024

Agreus Group is a full-service resources and recruitment consultancy dedicated to working exclusively with Family Offices throughout the world. We offer a bespoke and tailored service which unlike others isn’t focused on specialism or industry but rather, tailored to each Family Office. We specialise in placing entry-level through to executive-l...

Building Intergenerational Bridges Within an Enterprise Family with Danielle Oristian York
Publish Date:
Apr 04 2024

Today, I am delighted to welcome Danielle Oristian York, Executive Director and President of 21/64, a nonprofit practice serving next-gen and multigenerational families. She is an expert facilitator, trainer, and keynote speaker, and has been a consistent leader in the field, spending 18 years helping families, leaders, and communities have complic...