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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...

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...

In the not-too-distant past, it would have been unimaginable for health care coverage to be a point of political debate. Today, Health and Welfare (H&W) benefits, while once only a “perk”, are becoming an integral part of an integrated total compensation package.Employee/contractor status, plan eligibility, operations, and compliance requiremen...

You’ve taken great efforts to enhance the technology security at your organization. Unfortunately, security concerns don’t end with a firewall and anti-virus software. Hackers are employing Social Engineering, where your people – not your systems – are the targets. It’s a powerful tool that involves disguise and exploits our natur...

Wealth management advisors have long recognized the value of tax loss harvesting. In this session, Paul Bouchey, the chief investment officer at Parametric, debunks some of the myths surrounding tax loss harvesting and provides a more realistic picture of what to expect from tax management strategies in the context of an equity portfolio. Myths:Tax...

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...