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As more and more of our daily tasks are accomplished in the digital realm, the possibility of a cyber incident and subsequent identity theft continues to increase. Understanding the potential impact such incidents can have on a family office or business is critical when determining how to deter such threats and mitigate identity theft. Watch t...

This webinar discussed how high net worth families and their respective offices, as well as family-owned and operated businesses, are facing increasingly complex security risks in both the physical and cyber domains. Family offices are particularly attractive cyber targets not only because they manage significant financial assets, but also based on...

This webinar analyzed the meaning and understanding of “situs” as it relates to Private Family Trust Companies, and focused specifically on the concepts of trust company situs, trust situs, and tax situs. Many people, in and out of the trust industry, utilize the term “situs” without a clear understanding of its many meanings. The speak...

Single family offices are increasingly faced with the topic of succession whether triggered by an upcoming departure of a family office executive or a broader transition in generational family leadership. Successfully navigating these transitions requires an ability to step back, take a broader view, incorporate new perspectives while also asking t...

You’ve created a great trust structure, but is the family interested and engaged? To garner buy-in, interest, and commitment from the family the trust company structure must be designed in a way that is both functional and empowering for current and rising generations. In this webinar, Thomas C. Rogerson, Senior Managing Director and Family Wealth ...

The announcement of proposed regulations under Internal Revenue Code Section 2704 has many families and their advisors scrambling to mitigate the potential impact the regulation could have on their estate planning efforts. Owners of family businesses have traditionally relied on valuation discounts to curb the estate and gift tax burden associated ...

Managing fiduciary responsibilities within a private trust company can sometimes feel like more of an art than a science. Developing effective and meaningful relationships with the beneficiaries, overseeing distributions and investment policy, understanding how and when decanting a trust is the best solution, while also being aware of the statutes ...

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...

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...

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...