Please join us on Wednesday, July 27, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. This webcast will discuss some of the challenges presented by this shift in ...
We have the answers
Search Results
Please join us on Wednesday, October 12, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Join FOX and our partner Grant Thornton as we explore the findings from our research on the current state of compensation and benefits in the family office space. This year’s surveys focused on Board, Tru...
Please join us on Wednesday, November 9, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Year-end provides a chance to review your tax situation to mitigate liabilities and leverage opportunities. Join FOX for a panel discussion on important items that US and Canadian taxpayers and their advi...
Please join us on Wednesday, December 7, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Deb Hoover served as President and CEO of Burton D. Morgan Foundation for 15 years, and during that time she played an integral role in fulfilling the donor’s vision of advancing entrepreneurship in north...
Please join us on Wednesday, February 1, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were addressed at the 57th Annual Heckerling Institut...
Please join us on Wednesday, January 18, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.We are entering a New Era in Family Wealth. The New Era represents a distinct shift in families’ needs and priorities. Family wealth has long been defined mostly in financial terms, which led to growth an...
Please join us on Wednesday, February 22, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Join FOX for a 2023 global economic update from NEPC’s Head of Asset Allocation, Phillip Nelson. Phillip will highlight the key investment themes of 2023 and the new trends challenging the behavioral bia...
Please join us on Wednesday, May 10, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.The internet and specifically e-commerce has grown exponentially over the last 30 years, incorporating nearly every aspect of trade. As a result, industries and governmental agencies have blossomed to ensure ...
Please join us on Wednesday, March 29, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.In 2022 Dr. Jamie Weiner published The Quest for Legitimacy: How Children of Prominent Families Find Their Place in the World, a collection of qualitative research modeling rites of passage, pathways to ind...
Please join us on Thursday, March 30, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Investors have long understood the value of seeking geographic diversification but, family offices have probably not fully appreciated what many other institutional investors such as pension funds already un...
Please join us on Wednesday, April 12, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.The family meeting is an important element of the larger family education and communication strategy. Join Edouard Thijssen, Co-Founder & CEO of Trusted Family, and Mindy Kalinowski Earley, Chief Learni...
Please join us on Wednesday, April 26, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.A well-functioning board is a crucial component to help the family business achieve longevity and growth. From risk mitigation to culture oversight, a good board can be an important resource for the company...
Please join us on Wednesday, June 14, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.There have been a number of significant rulings in the U.S. Tax Court and the U.S. Supreme Court this year regarding charitable contributions, the Report of Foreign Bank and Financial Accounts (“FBAR”) ...
Please join us on Mondy, June 12, from 11:00 am to 12:00 pm CT, for a live interactive webcast with FOX members and subject matter experts.Join Nate Hamilton and Peter H. Diamandis, MD for a discussion on the latest longevity-related diagnostics and therapeutics, and the recent breakthroughs on how to slow, stop and even reverse aging. Dr...
Please join us on Wednesday, November 8, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Navigating increasing complexity and changing needs while demonstrating the value of a family office is no small feat. The day-to-day work of running an office often leaves little room to fully grasp...