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794 results found
BREAKOUT 2: Age Healthy, Wealthy & Wise
Publish Date:
Oct 24 2017

Longevity is a gift only if you know how to use it. Covie will share insights from vibrant elders about the factors that allowed them to design meaningful later lives as well as the best practices that each of us can put in place today to ensure that our aging impacts our families more positively than negatively.Covie will lead us through a plannin...

SEMINAR 1: Preparing the Individual, the Family, and the Family Business for the Future
Publish Date:
Oct 23 2017

Successful business-owning families know that a set of timely decisions is required to continually prepare and grow the family-operating companies. For the long-term success of the family, timely and thoughtful exploration of future planning for self and family is also required, but often overlooked. This session presents ideas and best practices f...

Transitions in the Family
Publish Date:
Aug 16 2017

Originally presented at the August, 2017 FOX Regional Member Briefing in Chicago, IL.Presenter:Rhona E. Vogel, CPA, CEO and Founder of Vogel Consulting

Marketing Magnetism: Strategies for Acquiring New Business through the Power of Exceptional Client Communication in Times of Disruption
Publish Date:
May 03 2017

Maintaining successful communication during disruptive times as we’ve all experienced this year, requires a strategic approach of knowing how and when to reach out to clients via email, text, phone, or face-to-face meetings. One of the nation’s top consultants to wealth advisors will provide insights on improved ways to manage client ex...

Making Sense of Situs for Private Family Trust Companies
Publish Date:
Mar 08 2017

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...

Succession - Taking a Broader View
Publish Date:
Nov 09 2016

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...

Breakout Session 4: Focus Group on Family Education: What’s Working and What’s Not
Publish Date:
Oct 27 2016

Sara Hamilton and Steve Martiros will lead an interactive session on how family offices are supporting Family Education programs. We will draw from the experiences of the attendees to discuss what has been working in family education, and perhaps more relevant, what has not been working. We will share some possible approaches and ask fo...

Breakout Session 2: The Business Owner’s Journey: Experiences Shared and Lessons Learned
Publish Date:
Oct 27 2016

Giving up company ownership can be the largest and most important step in a business owner’s career and many successful entrepreneurs are not well prepared to take it. In this break-out, the panel will delve into former business owners’ journeys, providing insights and strategies for the challenges business owners face when deciding wha...

Oversight and Governance of the Trust Company
Publish Date:
Oct 05 2016

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 ...

Urgent FOX Webinar - Is the Clock Ticking for Valuation Discounts? - IRC Sec. 2704
Publish Date:
Sep 07 2016

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 ...

Today’s Trustee The Art and Science of PFTC Fiduciary Responsibilities
Publish Date:
Aug 24 2016

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 ...

Beyond Spreadsheets and QuickBooks: Embracing Integrated, Automated Process Management to be a Better Risk Manager for the Family
Publish Date:
Aug 10 2016

QuickBooks and Excel are a common software pairing for family offices that seemingly has cost, flexibility and familiarity on its side. However, the disadvantages of this approach soon begin to outweigh the benefits. The fact that close to 90% of spreadsheets contain errors in at least 1% of all formula cells means considerable hidden risk. Plus, f...

Breakout Session 1B: Social Media: The New Liability Frontier
Publish Date:
Oct 05 2016

Facebook. Twitter. Instagram. How do you balance the need for privacy with the reality of 24/7 social media as a way of life? This session outlines strategies and practices that every family office should consider to keep your family and your family information safe.