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856 results found
Breakout 3 - Tax Planning Strategies for Real Estate Owning Families
Publish Date:
Oct 23 2018

Much has been written about the sweeping tax law changes as part of the 2017 Tax Cuts and Job Act. Ultra-wealthy taxpayers and business owners alike are faced with not only a myriad of changes, but also many planning opportunities. For real estate owners, investors, and developers, the impacts are significant. Experts will take participants through...

Entrepreneurialism Through Trusts: Including Direct Investments in Trust Structures
Publish Date:
Jul 25 2018

Many of the wealthiest and most sophisticated families are reconnecting to their family roots in entrepreneurship and are investing in, and managing, direct investments using thoughtfully designed trusts and private trust companies. In this program we explored how trusts and private trust companies can be designed in tandem to enable an afflue...

Tax & Estate Update: How Clients are Responding to the Recent Tax Law Changes
Publish Date:
Jul 24 2018

Since the Tax Cuts and Jobs Act was released at the end of 2017, family office and multi-family office professionals have been struggling to understand what all this means for their clients’ situations and circumstances. This session draws on the experience of two industry experts and the work they are doing with their clients as they evaluat...

Considerations for Structuring Family Office Investment Companies and Operating Companies
Publish Date:
Apr 04 2018

This program is designed to enable FOX members to better understand if the businesses they work with should consider converting to or electing C corporation status in light of the Tax Cuts and Jobs Act, lowering the federal corporate tax rate to 21%. In this session, we explored:A Review of historic tax and nontax considerations related ...

Breakout 3: Tax Reform's Impact for Investors
Publish Date:
Mar 13 2018

The recently passed tax reform legislation will impact your investments, your legal entities, and your cash flow. This session will discuss what family offices can do to preserve deductions, explore the changes in how investment losses will be characterized, and explore other ramifications of the significant new tax legislation.

2018 PFTC Workshop Video #3: PFTCs in Action - Panel
Publish Date:
Apr 10 2018

2018 FOX Private Family Trust Company WorkshopFebruary 21-22, 2018Fort Lauderdale, FLVideo #3:PFTCs in Action - PanelPanelists:Bruce Betters, CEO and Chief Investment Officer, Marshall Street CapitalRyan M. Harding, President, Garden Trust CompanyKim Kusilek, Chief Operating Officer, HRK Group, Inc. Moderator:Mariann Mihailidis, Managing ...

2018 Estate Planning Update
Publish Date:
Feb 07 2018

As major tax changes to the U.S. tax code start to take form, our always-popular Annual Estate Planning Update webinar couldn't be more timely. Tom Abendroth of Schiff Hardin and Jeff Saccacio of PwC led participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 52nd Annual Heck...

FOX Hot Topic Webinar: Tax Reform
Publish Date:
Jan 10 2018

As 2017 draws to a close, Congress is in a heated race to overhaul the tax code by year-end. While many see tax reform as a boon to U.S. economic growth, fears remain on what the implications of such reform will have on family businesses, wealth owners, and family offices. In this Hot Topic webinar, two tax experts and FOX members, guided us throug...

Creating Great Beneficiaries by Developing Robust Distribution Processes
Publish Date:
Nov 29 2017

The Beneficiaries Relations Committee (BRC) is the “it” name for the committee person or persons determining trust distributions to the beneficiaries. The BRC, however, is not just making trust distributions; there's more to it. The BRC is forging relationships through developing a robust distribution process that can lead to creating great benefic...

2017 Tax and Estate Update
Publish Date:
Jul 19 2017

In what is frequently our most popular Forum session, experts will share the latest income tax and transfer tax developments that family office executives need to watch for in 2017 and beyond. Our speakers will comment on the possible significant tax law changes on the horizon, including any specific tax bills that are proposed by the time of...

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...

2017 Estate Planning Update
Publish Date:
Feb 01 2017

FOX’s annual estate planning review session for 2017 featured Tom Abendroth of Schiff Hardin and Susan Gell Meyers of Warner, Norcross & Judd. They led FOX participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 51st Annual Heckerling Institute on Estate Planning. Key legislati...