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782 results found
State of the PFTC Industry Today—Accomplishments and Challenges
Publish Date:
Oct 03 2014

A founder of the modern private trust company industry will provide a brief history of the industry and where it is at today: its strengths, growing maturity, challenges and how it must evolve going forward. Attendees will learn:A top-down overview of today’s state-of-art private trust company, both inside and outSome key recent st...

In the Driver’s Seat and Under the Hood - Creating and Operating a PFTC
Publish Date:
Oct 03 2014

For those considering a PFTC or in the early stages of developing one, this session provides the core information needed to get started, including identifying the right state and right structure for your family, chartering or licensing, and insight on the day to day realities of operating a PFTC.Attendees will learn:The chartering/licensing p...

The Trustee Risk Crisis and Its Impact on Finding/Selecting the Best Trustees
Publish Date:
Oct 03 2014

Private Trust Companies were created and constantly evolve to meet the needs of wealthy families for trustees not adequately met by the traditional alternatives of institutional and individual trustees. The foundations for choosing the right trustee for a family are(i) identifying the role they need their trustee to play, and(ii) understandin...

Tax and Estate Update*
Publish Date:
Jul 17 2014

In our most in-demand session, experts will share the latest updates in estate laws and taxes that family office executives need to watch for in 2014 and beyond.

Key Family Leadership Responsibilities: Understanding Your Role as the Optimal Advisor
Publish Date:
Apr 25 2014

Peter Drucker has famously stated that "management is doing things right; leadership is doing the right things." The challenge of that statement of course is identifying what should be done and your capacity to accomplish the ‘right things’. The Family Office Exchange in partnership with Vantage Leadership has initiated a stud...

Voice of the Wealth Owner: Investment Priorities and Performance
Publish Date:
Apr 25 2014

How are wealth owners managing the investment process? Who is making investment decisions, and what kind of results did those decisions yield in a year where the S & P 500 returned 32%? Using recent FOX research, Sara Hamilton will answer these questions and share 2013 asset allocation and performance data for survey participants. She will revi...

Philanthropic Capital: Moving Families Towards Greater Impact and Fulfillment
Publish Date:
Apr 24 2014

While the concept of discussing the values and expectations surrounding philanthropy aren’t new and advisors are tasked with satisfying the gifting expectations of the families they serve, as indicated in the 2013 U.S. Trust and The Philanthropic Initiative research on philanthropy—there is a significant disconnect between advisor...

Becoming the Optimal Advisor – Narrowing the Gap between Sales Promise and Service Delivery
Publish Date:
Apr 24 2014

In today’s burgeoning Family Office Industry marketplace, the key word is “Integration”, yet, many firms have not yet learned how to deliver true Integrated Family Wealth Management. Firms often silo their offerings creating tremendous inefficiencies and costs for the client while simultaneously missing tremendous opportunities. S...

Owners of Impact - Families That Make a Difference
Publish Date:
Oct 24 2013

With wealth comes responsibility—a challenge that daunts some families, but inspires others. Two families, from the myriad of FOX families who engage their wealth in high impact activities, shared their personal stories of what they did more, better and differently to initiate a Butterfly Effect within their family and community. Below ...

Transferring Business Ownership
Publish Date:
Oct 24 2013

Transferring Business Ownership: How to Prepare the Family for a Smooth TransitionStephen G. Salley, Of Counsel, Greenberg Traurig, LLC.; Mark Nash, Partner, PwC Private Company Services and Karen Neal, Managing Director, Consulting, Family Office Exchange A recent PwC study on family business owner trends indicated that more than ...

All for One and One for All: The Family Leadership Challenge
Publish Date:
Oct 24 2013

Carl Robinson, Ph.D., Managing Partner, Vantage Leadership Consulting In a family enterprise, the greatest challenge is to engage family members effectively in leadership roles and governing board participation. The development of future leaders in the family is critical to its future, and the leaders' participation in family governance is...

All for One and One for All: The Family Leadership Challenge - Discussion
Publish Date:
Oct 24 2013

Carl Robinson, Ph.D., Managing Partner, Vantage Leadership Consulting In a family enterprise, the greatest challenge is to engage family members effectively in leadership roles and governing board participation. The development of future leaders in the family is critical to its future, and the leaders' participation in family governance is...

Future Owners of Impact: Empowering the Younger Generation
Publish Date:
Oct 24 2013

Future Owners of Impact: Empowering the Younger GenerationDanielle Oristian York, Director, 21/64 The next generation can bring unique skills and perspectives to the philanthropic community. However, the prospect of engaging the next generation can be daunting. Next-generation family members have grown up with access to broader opportunities f...

All in the Family: The Risk and Rewards of a Family Bank
Publish Date:
Oct 24 2013

All in the Family: The Risk and Rewards of a Family BankWarner King Babcock, AM Private Enterprises, Inc.; and Karen Neal, Managing Director, Consulting, Family Office Exchange Stimulating…and funding…entrepreneurship within a family enterprise can become risky business. How do you find the balance between encouraging the next ge...