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1062 results found
Breakout Session 1C: Family Office Portal
Publish Date:
Jul 13 2016

A family office portal is a secure electronic gateway to the information that you want to share with your family—files, photos, services, and information—accessible over the Internet through a web browser. It can be a powerful means of connection for the family. Come to this session to learn about one family's experience creating th...

Breakout Session 1A: Securing Client Communications: Trends and New Technology
Publish Date:
Jul 13 2016

Family offices are looking for a secure way to interact with their families with increased flexibility, improved levels of communication and tight process integration across their business. What developments should you be aware of? Steven Draper will update us on the state of play in this area and focus on solutions and strategies that provide incr...

Technology Disruptors and the Internet of Things
Publish Date:
Jul 13 2016

How will the Internet of Things (IoT) change the family office industry and how we serve our clients? This session will identify key triggers for change in terms of client engagement, delivery of services and advice, communications, integration, and access to a variety of products. The goal is a thought provoking discussion of how the world is chan...

Communicating Across Generations in the Workplace
Publish Date:
Jul 13 2016

For the first time in modern history, four generations are represented in the workforce. Each group has its own distinct characteristics, values and attitudes toward work. These differences can lead to misunderstandings and increased conflict, posing challenges for human resources. In this webinar, we looked at how to tailor communication and train...

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...

Top 10 Security Risks to Family Offices and Family Business and Best Practices for Mitigation
Publish Date:
Jun 15 2016

Family offices and family-operated companies face a variety of security risks, including: cyber, physical, reputational, and financial. In many cases, their interconnectedness to family residences complicates matters further. David London of The Chertoff Group and FOX senior technology consultant Steven Draper will explain how to improve a family&r...

Preparing for Innovation: Harnessing the Data Explosion
Publish Date:
Apr 27 2016

The growth in data is a function of multiple technological advancements in and around financial services.The adoption of cloud, mobile technologies and apps, wearable devices, intelligent/smart networks and systems, Internet penetration and usage, are some of the major factors for growth in overall data. To put this into perspective, IDC estimated ...

Aligning Culture: Making Culture Personal
Publish Date:
Apr 27 2016

As research continues to validate the need for cultural alignment within families as well as between families and the advisors who serve them, there is continued need for effective assessments that measure culture and clear approaches to manage sustainable change. Tim Kuppler will guide participants through The Organizational Culture Inventory®&nbs...

Technological Innovation in the Family Office: Where are the Opportunities?
Publish Date:
Apr 27 2016

Researchers have determined a link between technology innovation and economic prosperity as well as a unique relationship between the usage of internet-based technologies, different types of innovation, and performance at the firm level. As internet-based technologies continue to be an enabler of innovation, it is critical that families, family off...

Innovations in Financial Services: A Look at the Future
Publish Date:
Apr 27 2016

Consistent with the World Economic Forum’s mission of applying a multi-stakeholder approach to address issues of global impact, The Future of Financial Services Report completed in June 2015 provides insight into how disruptive innovations are reshaping the way financial services are structured, provisioned and consumed. Michael Drexler and J...

Addressing the Top 10 Compliance Issues Facing Employers in 2016
Publish Date:
Apr 13 2016

Compliance with employment law is increasingly complex and the issues are ever-expanding. It may seem as though three new regulations surface for every one that you’ve tackled. While no one has a compliance crystal ball, the Society for Human Resource Management has identified a top 10 list of Employer compliance issues for 2016. In thi...

Track 6 - DEVELOPING PROFESSIONALS - Highlights from 2015 FOX Compensation and Benefits Survey
Publish Date:
Oct 22 2015

Over 100 families shared their compensation data and practices as part of the 2015 FOX compensation Benchmarking Survey. The report, distributed in late September, includes a comprehensive analysis of individual compensation categorized by size of staff. Included in the survey results is an analysis of incentive compensation—methodology and a...

Track 5 - MANAGING INFORMATION - Navigating The Integration Challenge
Publish Date:
Oct 22 2015

In a session dedicated to discussing global investment transparency and data governance, Pamela Pecs Cytron, CEO Pendo Systems, a global financial technology company, and Steven Draper lead a discussion on automating the challenges of managing portfolios, exposure and inventory.

Track 4 - ADVANCING THE FAMILY TRUST - The Art and Complexity of Trust Distributions
Publish Date:
Oct 22 2015

Distributions have many implications for the Private Family Trust Company (PFTC). The responsibilities of the PFTC in preserving the corpus and being true to the role of the trustee must also align with the changing needs of the family. This peer dialogue centers on a case study examining the art and complexity of family distributions and provide t...

Track 2 - THE RISING GENERATION - The Sandwich Generation and Eldercare Issues
Publish Date:
Oct 22 2015

With the aging of the Boomer generation comes the challenge of eldercare and its ultimate impact on families and designated caregivers. Often those caregivers are a part of the Sandwich Generation—a generation of people, typically in their 30s to 50s, responsible for both bringing up their own children and caring for their aging parents. Marg...