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914 results found
The Private Family Trust Company—A Strategic Solution for the Family Enterprise
Publish Date:
Oct 03 2014

The PFTC represents an elegant evolution of the family office by solidifying the role of the family in managing all of the family assets (more than just trust assets) and implementing its strategic plan. In this session, expert advisors and a family office executive share how to successfully integrate the PFTC with the family enterprise.Attendees w...

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...

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.

Fiduciary Trends and Best Practices
Publish Date:
Jun 26 2014

Presented at FOX Regional Member Briefing June 26, 2014, our host BNY Mellon's Joe Samulski presents on the topic Fiduciary Trends and Best Practices.

Legislative Updates from our Nation's Capital
Publish Date:
Jul 18 2013

What are the latest political and legislative developments and what do families need to be aware of post election? Jeff Cook of the Policy and Taxation Group discussed coming tax and estate planning legislative changes on Capitol Hill and what they they need to know to be prepared for 2013 and beyond. Key takeaways include: Ame...

Estate and Income Tax Planning in the New Age of Certainty
Publish Date:
Jul 18 2013

Family offices and multi-family offices still grappling with Dodd-Frank are now faced with changes in gift and estate tax, personal income tax and business taxes from The American Taxpayer Relief Act of 2012. In this session Thomas Abendroth and Robert Pluth Jr. of Schiff Hardinbrings provided insights into the implications of these changes and how...

Understanding the Importance of Private Capital in Global Economies
Publish Date:
May 01 2013

David Friedman, President of WealthX, will share his firm's research on the private business marketplace, identifying its size and ownership by industry type. David will compare US ownership trends with patterns found in other parts of the world and how transfer taxes impact business structures. He will help us evaluate the importance o...

Baird Digest, Summer 2024: News and Perspectives for Growing and Preserving Your Wealth
Publish Date:
Oct 24 2024

At some point on your family journey and through the key life stages, you may take a step back and realize the wealth and legacy you’ve created are going to live on for generations. As you begin to reflect, you can look to the legacy and estate planning guide in this Digest as a starting point. You’ll also find helpful checklists, thoughtful questi...

Baird Digest, Summer 2024: News and Perspectives for Growing and Preserving Your Wealth
Publish Date:
Oct 24 2024

At some point on your family journey and through the key life stages, you may take a step back and realize the wealth and legacy you’ve created are going to live on for generations. As you begin to reflect, you can look to the legacy and estate planning guide in this Digest as a starting point. You’ll also find helpful checklists, thoughtful questi...

Trust Administration
Publish Date:
Mar 12 2012

Your fellow FOX members have contributed these trust administration tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.

Death and Estate Settlement Checklists
Publish Date:
Mar 12 2012

Your fellow FOX members have contributed these death and estate settlement tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, pleas...

Four Must-Know Trends for 2024
Publish Date:
Jan 04 2024

Seasoned investors know that you cannot predict the future of the markets. But smart private wealth managers know that the key to preserving and growing wealth is to anticipate critical trends that are likely to have a lasting impact. Where trends are concerned, 2024 has a lot brewing around the geopolitical conflicts, the explosion of artificial i...

5 Private Equity Predictions for 2024
Publish Date:
Jan 04 2024

As private equity (PE) fund managers and portfolio companies look ahead in 2024, they anticipate a changing exit landscape, hurdles in meeting their investment theses, and ongoing talent obstacles. To meet the inevitable dealmaking challenges (and opportunities), there are 5 PE trends to keep in mind: (1) the ramifications of the U.S. presiden...

Economic and Market Outlook for 2024: A Return to Sound Money
Publish Date:
Dec 13 2023

Sound money is the result when interest rates are above the rate of inflation, a development that is expected to persist in the years ahead. In the meantime, the transition to a higher interest rate environment has no doubt challenged investors, who have endured historical losses in bonds and high volatility in stocks. But make no mistake: This str...