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Benchmarking is critical to a multi-faceted investment strategy, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders. During the First Quarter of 2015, Family Office Exchange collected data to better understand asset allocation and performance ...

While no one really knows what the future will bring, global research data can provide a perspective on what may become reality. Kirby Rosplock, Ph.D., author of The Complete Family Office Handbook, guided participants through statistical evidence indicating trends that may impact the family office of tomorrow. Kirby addressed the global demand for...

Tom Abendroth and Jim Steffel joined us to review 2015 estate planning. They guided FOX participants through the most significant legislative, regulatory and case law developments that were covered earlier this month at the 49th Annual Heckerling Institute on Estate Planning. Tom and Jim highlighted the most important family office oriented issues ...

It has often been said that one of the keys to success is surrounding yourself with smart, talented people who have your best interests in mind. But, how do you find those people and how do you determine if they are right for you? Building upon his global consulting experience in the area of wealth advisor searches, Charles Grace, Managing Dir...

When most people are asked why they work, the quick response is often, “For the money, of course!” While the natural inclination is to place emphasis on financial remuneration, the cash component of a compensation package can mean different things to different people as well as to the employer. There are many important considerations when des...

There is a great deal of focus on preparing the next generation, however often misguided on how to do this. In this webinar, attendees will learn:The important questions that must be answered first in order to effectively prepare the next or rising generationThe important distinction between developing Life IQ versus Financial IQThe principle...

In this webinar, attendees will learn:What is a captive insurance company and why a client might form oneThe taxation and legal aspects of a captive -- including IRS safe harbors, revenue rulings and case law historyProfiles of clients that have structured captive insurance companiesPotential pitfalls of the captive insurance strategy and what to a...

With increasing interest in “crowdfunding”, this webinar will separate fact from fiction in this emerging asset class. Attendees will learn:The status of the US and global crowdfunding marketNew technologies and innovation being created to take advantage of this new way to connect capital and opportunitiesThe status of SEC crowdfunding rules...

Developing great family leaders is a process, not an event. Leadership success is often measured by knowledge, skills and abilities coming together at critical times. This webinar will explore the benefits of playing to one's strengths in leadership and talent development, pitfalls to avoid, and the keys to being an extraordinary family leader.

One of the most frequent “keep you awake at night” questions for wealth owners is how to raise responsible, motivated and independent next generation children? In this provocative webinar, Coventry Edwards-Pitt shares highlights from her recently released book “Raised Healthy, Wealthy and Wise”. Rather than focusing on the challenges of bein...

Critical to a multi-faceted investment strategy is benchmarking, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders. During the First Quarter of 2014, Family Office Exchange collected data to better understand asset allocation and performance ...

Given the statistical likelihood that many FOX participants are related to or work with someone with a behavioral health issue, this webinar broaches a difficult but real topic that is encountered by many in the FOX community: Addiction and chronic behavioral health issues. It will bring to light the connection between money and addicti...

Recruiting the right talent in a family office is widely known to be one of the most challenging and important initiatives a family can face. However, retaining that talent once an individual is hired is even more critical for successful operations. Studies have shown that 30-50% of newly-hired executives fail and leave an organization within 18 mo...

Given the increasing trend towards global mobility, many international families have members who in the United States or are United States citizens by virtue of birth in the United States. There can be significant estate planning and tax risks at stake if the subtle (and not so subtle) implications of residency are not clearly understood. &nb...

Even the most sophisticated families and family offices find themselves challenged at one point or another by discerning what constitutes high quality advice, staying on top of best practices, and understanding when and how State of the Art providers deliver superior value. At the 2013 FOX Thought Leaders Council Summit, industry leading...