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What are the latest political and legislative developments and what do families need to be aware of? This always popular analysis of the politics and passage of tax and estate planning legislative changes on Capitol Hill will give family office executives the information they need to know to be prepared for 2015 and beyond.

In addition to delivering superior returns, family offices also meet more stringent investor reporting and financial demands. Having the ability to transform data into timely, useful information is one of today’s greatest challenges in the family office market. In this session, we will discuss how optimizing data management can lead to increa...

In this session we will have a case study that addresses the journey that a family office undertook to assess and address the risk associated with its technology—from early third party assessments to strategy formulation to board approval and finally implementation. Along the way we will share how some time-honored strategies were discarded a...

Over the last 15 years wealth management firms have taken varied approaches to implementing technology within their organization, each aiming to satisfy a unique set of needs and requirements. With technology evolving and teams requiring more firepower from their applications, firms are left in a quagmire, wondering what the best approach is for ad...

Sustainability of the family and wealth for the long-term is critically dependent on current conditions and trends that impact families today and well into the future. Family Office Exchange is pleased to provide a panel of industry leaders whose experience, position and knowledge of the industry places them at the forefront understanding the work ...

As the desire to further refine the client experience moves to the forefront of today’s competitive marketplace, the search for qualified and proven talent escalates. While once considered practical to “buy” talent, firms today are re-energizing efforts in the realm of talent development.Talent development provides a vehicle for e...

Critical to the success of any design-build project is creating and managing a highly-functional, cooperative and collaborative team of internal and external resources to meet the needs of the family. Building such a work team necessitates thoughtful and preemptive conflict resolution processes as well as effective communication strategies. Ben Dat...

Members of the US Executive Council will lead a session that describes how a group of 30 leading family office executives worked together to develop and later to refine a Family Office Communications Plan at their two meetings this year. The plan provides a compilation of the best thinking of the Peer Council members, using the 20+ years of experie...

Julio Cazorla will share some of the leading practices implemented by the family, including the Critical Controls Checklist that his management team uses to manage key projects in the family office.We will review their Human Resources process for Performance Management and Performance Measurement and Julio will discuss how firm-wide metrics are dev...

Please join FOX senior managers Jane Flanagan and Mariann Mihailidis to learn about the key findings from the 2014 FOX Benchmarking Study with highlights from the following best practice areas: Oversight and Governance, Complexity and Cost, Wealth Sustainability, Owner Engagement and Education, Client and Staff Satisfaction. FOX has conducted a pee...

PFTCs provide significant flexibility with respect to investment management. The governance models afforded under PFTCs allow families to carefully craft the role of investment management, from the what, to the who, to the how. Modern trust laws in select states will allow you to create this flexibility through PFTCs, or for those less ...

Poor trust risk management and family disunity remain major if not the major threats to families seeking to remain together from generation to generation. Often embraced hesitantly by families, the most important risk management actions are basic and logical, only requiring families to understand and commit to them. Communication is often the...