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There has been a 15% drop in the pricing of wealth management services for ultra-high net worth prospects since 2012. What is the cause of this and the other trends shaping the ultra-wealth advisor market?FOX director of advisor research David Toth and FOX director of membership Karen Rush will frame the issues that are affecting wealth advisors to...

FOX will be launching FOXChat™ as the new platform for our online discussion groups. In addition to all the email functionality that members of our online discussion groups enjoy today, FOXChat will provide:Robust keyword search of active and archived discussions. (Makes it easier to research key topics. No need to keep a personal email archive to ...

There are many complexities that come with being a family enterprise. What starts out as a family business gradually evolves into multiple businesses, major real estate holdings, multi-generational ownership structures and investment portfolios, along with visibility in the community and on the internet. Successful families need a thoughtful ...

This webinar will give an overview of how family offices have been “chasing Yale” in pursuit of double digit portfolio returns. We will share asset allocation trends across family offices and highlight the significant ways that family offices differ from institutional investors.We will then discuss trends across the investment industry and ho...

This free webinar will give an overview of how family offices have been “chasing Yale” in pursuit of double digit portfolio returns. We will share asset allocation trends across family offices and highlight the significant ways that family offices differ from institutional investors.We will then discuss trends across the investment industry a...

One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. Join FOX Private Investor Center™ President, Kristi Kuechler as she provides highlights of what we learned in the 2017 Global Investment survey of family offices around the world. Explore information on asset allocation and performan...

Succession planning, development of the next generation, finding and keeping key staff members… all seem to be constant quests in the Family Office. Join us for this highly educational “best practices” performance and talent management webinar. In this session, we’ll explore how to incorporate helpful goal setting principles in creating expectation...

As Market Street Trust Company reaches the 30-year milestone as a private trust company, Marianne Young, President, and Rachel Sherman, Vice President, Client Service, will discuss the evolution of Market Street’s early leadership, governance, and services to its current form as a shared family office and private trust company. Over the course of t...

New FOX research indicates that families and advisors who work in strategic partnership are better prepared to navigate transitions and overcome the many complex issues they face. Discover how successful families and advisors are positioning themselves to operate in an increasingly complex and unpredictable global environment.Utilizing the groundbr...

In this session, originally presented at the 2017 FOX Spring Global Investment Forum, we will discuss the most important trends affecting the hedge fund and private equity industries, from the investors’ perspective.Goodbye 2 and 20, hello 1 or 30; changing the shape of feesHedge funds deconstructed: asset allocation revisited with low cost, liquid...

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.Join this ses...

Eight years into the economic expansion a new administration is shaking it up in Washington and equities are near their highs- how should we be thinking about our investments? Are both equities and bonds expensive and how should that impact expected returns? Jason Pride, Director of Investment Strategy at Glenmede joins us to share his perspective ...

As we age physically and mentally, our ability to care for ourselves and capacity to manage family affairs often diminishes--sometimes unexpectedly and rapidly. This presents significant problems that next generation family members and family office executives must manage under very stressful circumstances that can change day-to-day. In addition to...

With the impact of emerging technologies such as artificial intelligence and blockchain imminent, and innovations in healthcare and energy continuing to reshape our lives, many view these trends as promising opportunities to invest through venture capital.At the same time that there is great interest in venture-backed innovation, valuations are ver...

Companies devote significant time and attention to managing underperforming employees. This often leaves top performers feeling neglected and unappreciated. In these situations, appropriate talent strategies must be utilized in order to prevent unnecessary turnover.In this webinar, we will explore best-practices involving: Motivating Top...