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Artificial Intelligence (AI) is rapidly becoming an integral part of our daily lives and workplaces. With AI’s growing prevalence, organizations must consider developing not only an AI strategy but also a robust internal AI policy. This guide outlines the reasons for establishing an internal AI policy, the stakeholders involved, essential policy co...

The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies...

The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies...

As families of wealth navigate the complexities of their wealth management, it is crucial to remain proactive in building and adjusting their investment infrastructure to help preserve and maintain wealth over the long term. This paper serves as a guide for families who have decided to outsource the investment function of their portfolio by partner...

Join FOX team members for opening Forum remarks, updates on the year to come, and a sneak peek into preliminary Global Investment Survey results. David Toth, President of Membership, FOX

We are in the midst of the greatest transfer of wealth in history paralleled by the greatest creation of wealth. This two-pronged engine of growth is having a massive impact on the Ultra-Wealth business and is transforming the very nature of how providers are serving their clients. During this webcast we will check in on the health of the Ultra-Wea...

Family capital delineations, exchange mechanisms, and family office sophistication are crucial as the UHNW family demands of their family offices rise. Peter and Amjed will walk through Trove’s insights from creating and managing over 100 unique family offices. Learn about various forms of family capital and how to facilitate seamless transfer mech...

Over the next 18 months, many of us will be extensively planning for two approaching deadlines: the Corporate Transparency Act (CTA) reporting slated for December 31, 2024 and the sunsetting of bonus transfer tax exemptions under the Tax Cuts and Jobs Act (TCJA) on December 31, 2025. Hear what family offices and UHNW families are thinking about as ...

A convergence of mega trends is transforming the way we think about and manage family wealth. FOX will share its perspective and latest research on what is rapidly becoming a new age of family wealth management. David Toth, President, Membership, FOX

To clarify the inherited IRA distribution requirements that were first laid out in the 2019 SECURE Act, the IRS issued proposed regulations in 2021 that impacted IRA beneficiaries. While investors and wealth owners may perceive the taxes they’ll incur as unfavorable due to the requirement of minimum distributions, the new regulations may benefit in...

For income earned in 2025 and tax returns filed in 2026, this tax planning reference guide provides information on the tax rate schedules, exemptions, and contributions to savings plans. Check with your advisors to see if you need to make any adjustments regarding your tax efficiency, wealth planning, retirement planning, philanthropic strategics, ...

With the U.S. election results in 2024 setting the stage for significant changes in tax legislation, the administration is expected to prioritize extending the Tax Cuts and Jobs Act of 2017 (TCJA) and potentially repealing parts of the Inflation Reduction Act, which may lead to adjustments in corporate taxes and individual tax provisions. As we nav...

Given how significant accounting processes and applications are prime targets for top business risks, it’s important to take control and start your risk management analysis. Take an important step toward that end by using this fillable and interactive segregation of duties form. After answering the questions, you’ll have a high-level view of functi...

Forum Closing and Forward-Looking Themes Peter Moustakerski, CEO, FOX

While there are many items family offices should look for in technology solutions, one vital component is reporting capabilities. For family offices considering a move to Sage Intacct, there are five reporting advantages you can count on to help deliver the data and transparency that are important to the family members.