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Assets continue to grow at most firms, but revenue growth has slowed. What is the cause of this and the other key 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 today, including business growth, price/...

If you think you may need a family office to manage your family’s wealth or you want to take the family office to the next level, this webinar will help you find out what a family office does and what it takes to start and maintain one. During the webinar, learn about the concepts FOX has garnered working with financially successful families around...

Demonstrating the value of a family office is no small task. The pressing priorities of an office often leave little room to fully comprehend the impact of all moving parts. The 2017 FOX Family Office Study explores several key components of family office operations such as cost, governance structure, education and client experience. Join FOX’s Dir...

We are pleased to announce that John Duncan, who coined the phrase "Beneficiary Relations Committee" and pioneered its role in improving the beneficiary experience will join this webinar as a presenter, to provide his insights into the committee's role and function.The Beneficiaries Relations Committee (BRC) is the “it” name for the committee perso...

In this session, we'll discuss the overall landscape of where we are in the credit cycle (public and private), areas of dislocation across the credit markets, and where opportunities may exist in private credit in the relatively more liquid side of private credit.

Wealth advisory firms are redesigning their talent strategies to create an attractive environment for recruiting and developing new talent in a very tight hiring market while enhancing both the client and employee experience.“The changes are starting at the top,” said David Toth, Director of Advisor Research and author of the study. “Firms are not ...

In this annual session, we'll discuss the U.S. and global economic outlook, with a particular focus on growth prospects, interest rates, and risks. Furthermore, we’ll explore equity valuations and take a critical look at the underlying assumptions that lead to conclusions of over or under-valuation.

As major tax changes to the U.S. tax code start to take form, our always-popular Annual Estate Planning Update webinar couldn't be more timely. Tom Abendroth of Schiff Hardin and Jeff Saccacio of PwC will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 52nd Annual Heck...

As 2017 draws to a close, Congress is in a heated race to overhaul the tax code by year-end. While many see tax reform as a boon to U.S. economic growth, fears remain on what the implications of such reform will have on family businesses, wealth owners, and family offices. In this Hot Topic webinar, two tax experts and FOX members, will guide us th...

In this session, FOX member and guest security expert, Jordan Arnold of K2, will explore the cybersecurity trends and threats families and family offices need to be aware of in 2018, including:Personal cybersecurity trends for 2018The difference between identity theft and privacy theftWhy cybersecurity is also a physical security topicIn ...

Please join us on Wednesday, September 22, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. In order for two family offices to successfully work out a co-investing deal on a commercial and fair basis, both sides have to understand what the other party cares about. Negotia...

Please join us on Wednesday, September 29, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Demonstrating the value of a family office is no small feat. The pressing priorities of an office often leave little room to fully grasp the impact of the work being done to fulfill the family’s v...

Please join us on Wednesday, December 15, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.As the largest intergenerational wealth transfer in history unfolds during a time of rapid technological, climate, and social change, some families view philanthropy as a way to build family c...

Please join us on Wednesday, November 10, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.40% of families now gift their assets through trusts compared to 12.5% in 1995. Directed trusts, special purpose entities, trust protector companies, and regulated and unregulated p...

Please join us on Wednesday, April 28, from 10:00 am to 11:00 am CT, for a live webcast with Christopher Johnson, VP, Head of ETF Capital Markets and Equity Trading, Charles Schwab & Co., Inc., and FOX members to discuss recently implemented and contemplated equity and ETF market changes.A well-intentioned and deliberate approac...