Originally presented at the July, 2017 FOX Regional Member Briefing in Philadelphia, PA.Presenter:Meg Bricker, Principal, Mercer
In this session, join best-selling author and identity theft expert, Adam Levin, as he provides you with the blueprint to navigate a dangerous digital world. Adam offers essential tools to minimize your exposure to fraud, strategies to monitor your sensitive personal and financial accounts, and solutions to manage the damage if you become the victi...
In today’s ever-connected world, security threats continue to evolve while the sources of threats remain elusive and sophisticated. In this session, our security expert, John Lugiano, will share designs on systems and processes he has successfully implemented to analyze and mitigate personal, physical, and cyber-related security threats. Thro...
Management liability insurance such as Errors and Omissions Insurance (E&O) and Directors and Officers Liability Insurance (D&O) can help family owned businesses and senior leaders deflect many of the risks to which managers and fiduciaries are exposed. The risk scenarios are wide-ranging and in this session we’ll explore:Why a family...
As more and more of our daily tasks are accomplished in the digital realm, the possibility of a cyber incident and subsequent identity theft continues to increase. Understanding the potential impact such incidents can have on a family office or business is critical when determining how to deter such threats and mitigate identity theft. Watch t...
Originally presented at the June, 2017 FOX Regional Member Briefing in Boston, MA.Presenters:Mike Taylor, Deputy Chief Claims Officer, PURE InsuranceMatt Conway, Managing Principal, Conway Stoughton
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...
Succession planning, development of the next generation, finding and keeping key staff members… all seem to be constant quests in the Family Office. In this session, we explored how to incorporate helpful goal setting principles in creating expectations for your staff and apply practical tips for providing effective performance feedback within your...
This webinar discussed how high net worth families and their respective offices, as well as family-owned and operated businesses, are facing increasingly complex security risks in both the physical and cyber domains. Family offices are particularly attractive cyber targets not only because they manage significant financial assets, but also based on...
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...
In order to effectively reduce their risk profiles, families of wealth must understand how they may be impacted by geopolitical events. General Hayden is uniquely positioned to bring the level of sophisticated insights families and their advisors need to build a comprehensive view of global risk. In this session, General Hayden will explore the tec...
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...
Steven Draper will set out for discussion the idea of using Office 365 as the core platform in a family office and synthesize some of latest developments around this platform. This will be followed by an open Q&A.
A family office portal is a secure electronic gateway to the information that you want to share with your family—files, photos, services, and information—accessible over the Internet through a web browser. It can be a powerful means of connection for the family. Come to this session to learn about one family's experience creating th...
Family offices are looking for a secure way to interact with their families with increased flexibility, improved levels of communication and tight process integration across their business. What developments should you be aware of? Steven Draper will update us on the state of play in this area and focus on solutions and strategies that provide incr...