Search Results

How do we advance the family mission while solving for the unique needs of each generation? This session presents a framework for designing cohesive financial strategies that embody a family’s mission and address objectives spanning multiple generations. Jeff Coyle, Founder and CEO, Libretto Kent Lawson, Chief Technology Officer, FOX

Speakers cover the basics of what is a Private Trust Company (PTC), including answering common questions families may have about them. Scott D. Weaver, J.D., General Counsel & Chief Fiduciary Officer, Willow Street Moderated by Scott Winget, Enterprise Market Leader, FOX

Also known as a family trust company, a private trust company (PTC) is an entity that allows families to unbundle fiduciary services in furtherance of family and financial goals. In this overview and primer, learn more about the elements of the PTC structure, board roles and responsibilities, and when it makes sense to form a PTC.

Many young adults are looking to increase their knowledge when it comes to managing their inherited wealth. After all, wealth can be a complicated topic—and figuring out what to do with it can be an overwhelming experience. With that in mind, this guide is designed to answer their questions and concerns on the issues related to money, includin...

Trusts are valuable tools frequently used to transfer wealth within families, preserve and protect wealth, and reduce taxes. Understanding trusts and the role of the trustee is important for the people establishing trusts and the beneficiaries of those trusts. Building on this foundation, answers are provided to some questions about trusts and trus...

The use of a specific ownership structure to provide for the deduction of investment management fees has evolved since 1941 to most recently in 2018 when guidance was provided by the U.S. Tax Court in determining whether the activities of a family investment management company constitute a trade or business. With a review of the details of tha...

Many affluent families assume their financial affairs and financial reporting are straightforward, yet they often involve complexities like multiple trusts and private equity investments. This can lead to frustration over the lack of comprehensive financial insights. While bookkeeping tracks financial inputs, it doesn’t provide strategic insights t...

The family enterprise provides a strategic framework for families to stay together and accomplish the shared goals of growing wealth and managing risks through the generations. Within the enterprise, the Private Trust Company (the PTC) provides a beneficial mechanism to support the enterprise and the family’s growth and development. In addition to ...

This session will begin with an introduction to the investment migration industry and current wealth migration trends. Henley & Partners, the global leader in residence and citizenship by investment, will then outline the key differences, primary drivers, and benefits of alternative residencies and citizenships, explaining how wealthy American ...

For young adults, heading off to college often represents a major transition into adulthood and independence. One aspect of this transition is understanding the importance of financial well-being. By knowing the basics of personal finances and creating clear goals, students can set themselves up to succeed during and after their college years. Here...

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data ...

Real Vision Group CEO, Raoul Pal, will examine how the last 100 years of fiscal and monetary policy are converging with exponential technologies to create one of the most unique and unpredictable investment landscapes since WWII. The discussion will cover the global macro investing backdrop and the outlook on growth vs. value, as well as the invest...

Whether you and your family split financial responsibilities or delegate them to one person, it is critical for your family members to have access to all your financial information. Use this guidebook created by Northern Trust to detail the location of important documents, accounts, and plans. Designed as a fillable and easy-to-update resource, it ...

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data ...