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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...

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...

Challenges of Family Investment Decision-MakingCliff Hurd, Hurd Enterprises, Ltd., John Goddard, Investment Resources Corp and Charles B. Grace III, Senior Consultant, Family Office Exchange When families make major investment decisions regarding asset allocation, tactical asset allocation, opportunistic investments, and selection and terminat...

Rewarding High Performance: The 2013 FOX Compensation StudyJane Flanagan, Senior Consultant, and Mariann Mihailidis, Managing Director, Councils, Family Office Exchange A family office’s success is largely dependent on selecting and retaining the right employees. So how does a family office develop a compensation and benefits package tha...

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 ...

At the 2013 Thought Leaders Council Summit, attendees worked collaboratively on outlining what is considered State of the Industry, common practice, and State of the Art, best practice, in the private wealth management industry today. FOX led a similar study in 2000, and 13 years later, the industry has evolved radically with not only signifi...

Speakers: Sara Hamilton, Founder and CEO, Family Office Exchange and Dennis Jaffe, Ph.D., Saybrook University While most family wealth is newly created, families increasingly look ahead and want to design a multi-generational future that balances all aspects of their family capital. This session will identify the building blocks for a str...

Despite the continuing concern over job creation, researchers around the globe identify a lack of available skilled talent as a continuing drag on performance. Inherent in this issue are three profound questions: How do you achieve a successful combination of culture and talent to allow ideas to thrive within the context of the family and family of...

Walnut Ridge Strategic Management Co. just completed an internal controls audit. Lou Colella and his advisor, Chris Cutrara of Plante Moran provided an in-depth look at their audit experience, including how they identified resources, implementation, and the end results.The biggest issues identified in this case study included: lack of cash controls...

Family and multi-family office executives often ask us for human resources best practices. Our panel of family office human resources professionals will share their perspectives on lessons learned, best practices adopted and legal parameters to be considered in managing employee relationships and the human resource function in the office.