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The family PTC is an evolving and essential strategy that contributes to long-term financial and family enterprise success. Join us for this in-depth discussion on how a private trust company that leverages a lender structure can benefit your organizations. This webcast is specifically for those who have: A lender structure and are co...

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 ...

It’s no secret the investment world has changed, causing many family offices to re-evaluate the way they invest. During this session, FOX members will share the process they went through to reorganize their investment function. They’ll explain how they managed the restructuring of investment governance, outsourced relationships, underlying portfoli...

We invest a lot of time and energy figuring out the best way to pass wealth from one generation to the next. But how can anyone truly prepare for the practical realities of settling a family member’s estate while grieving and managing the impact of this loss on the family? This session will outline some of the things you can be thinking about now t...

A private family trust company (PTC) often serves as an excellent governance framework and corporate structure for a virtual family office (VFO) by providing integrated, holistic oversight of fiduciary, investment, tax, philanthropic, governance, and other activity. Learn more about how and why families choose to form a VFO around their PTC, the co...

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.

Investment broker and manager fees are not always aligned with the value they provide. Given low prospective returns, fee awareness is more important than ever if investors are going to meet their investment objectives. Investors can use a simple, objective framework to determine if a manager’s fee is worth the value they add.

Manager selection is a critical component of success in any asset class, but particularly in private equity, where manager return dispersion is meaningfully wider than in public markets. Over time, the factors influencing private equity manager selection have become more complex. Investors should account for these changes but remain focused on key ...

In the aftermath of a natural disaster, businesses will need to take the important steps to recovery. Here is a checklist to help guide you through that process. For additional tips and guidance on how to prepare for other disasters, see the following: Hurricane Safety Checklist Evacuation Checklist: Preparing for a Hurricane or S...

Being prepared and knowing how to respond to a hurricane or storm makes the difference in minimizing damage and protecting you, your family, and property. Here is a checklist to help guide you on what to do before and during hurricane season.

The wildfire season has caused unprecedented damage across the United States. With drought conditions prevalent across much of the western United States, the wildfire outlook continues above normal wildfire conditions. Learn what you can do to be prepared for it.

If you have been ordered to evacuate a storm area, knowing how to respond will help you protect your family and home before and after an evacuation. Learn the important steps to take when local authorities ask you to leave your home.

Before a hurricane or storm hits, plan in advance by having an evacuation “Grab and Go” checklist, with special considerations made for children, infants, and pets. Continue to follow all evacuation orders and allow for enough time to pack and inform family and friends if you need to leave your home.

With climate disclosures like TCFD (the Task Force on Climate-related Financial Disclosures) being mandated across the globe, it’s time for risk management professionals to prepare for it. This playbook explores climate-related disclosures through the lens of risk and insurance, providing you with the information, specialist insight, disclosure req...

The inflationary vortex has been the result of several forces—some unforeseen or unforeseeable—spiraling upward. In this forecast, the focus is on the three catalysts that are expected to impact tomorrow’s inflation outlook: the U.S. labor market, China’s economic and demographic evolution, and the role of the green energy. Between these themes, th...