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9 results found
Cracking the Family Office Talent Code | 2022 FOX Family Office Forum
Publish Date:
Jul 13 2022

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...

2022 Trust, Tax, and Estate Planning Update | 2022 FOX Family Office Forum
Publish Date:
Jul 12 2022

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 ...

Tools and Strategies for Navigating Difficult Conversations
Publish Date:
Aug 14 2019

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 explored how to navigate difficult conversations ...

Hacking Demystified
Publish Date:
Jul 18 2018

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018Organizations value and view security, risk and control differently. Some of these differences are related to risk and threat profiles impacting an organization based on factors such as industry, location, product/services, etc.Some differences are related to management's view of com...

FOX Hot Topic Webinar: Tax Reform
Publish Date:
Jan 10 2018

As 2017 draws to a close, Congress is in a heated race to overhaul the tax code by year-end. While many see tax reform as a boon to U.S. economic growth, fears remain on what the implications of such reform will have on family businesses, wealth owners, and family offices. In this Hot Topic webinar, two tax experts and FOX members, guided us throug...

Internal Controls: Assessing Risks and Implementing Solutions
Publish Date:
Jun 29 2016

Family office activities are complex, and families can unintentionally put themselves at risk if they don’t proactively identify and address the potential impact of external factors. One solution: conduct a full diagnostic risk assessment and review of your internal controls to ensure that potential problems have been identified and proper mitigati...

Good-Bye Tax Shangri-La?
Publish Date:
Jul 19 2012

In this election year competing visions of tax reform is center stage front page news. Mark Blumenthal, partner and chairman of the Family Office Service Group at Blackman Kallick Plante Moran discussed at this 2012 Financial Executives Forum session why this year may be a once-in-a-lifetime tax planning opportunity for both businesses and wealthy ...