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 ...
In light of the favorable tax court ruling in Lender Management, LLC, v. Commissioner and the fact that miscellaneous itemized deductions (§212 deductions) are no longer deductible per the 2017 Tax Act, we are seeing a lot of interest in the profits interest structure. In this session, Tom Ward will explore the pros, cons, and reasons why fam...
Managing individuals is tough, especially if they are family members or from a different generation. Managers are bound to run into situations that they feel ill-equipped to handle, which leads to mistakes that can cost the organization in time, talent, money, and reputation. In this session, we’ll explore the typical situations where manager...
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, you will learn about the concepts FOX has garnered working with financially succes...
This program is designed to enable FOX members to better understand if the businesses they work with should consider converting to or electing C corporation status in light of the Tax Cuts and Jobs Act, lowering the federal corporate tax rate to 21%. In this session, we’ll explore:A Review of historic tax and nontax considerations relat...
Many families talk about their desire to engage the next generation in family philanthropy and struggle with determining the right time to involve the next generation and how best to prepare them for their role with the family’s charitable giving. Some also struggle with how to approach encouraging or allowing the older generation to step asi...
One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler will join us as she provides highlights of what we learned in the 2018 Global Investment Survey. She will share information on family offices' allocations and 2017 performance, take a deep dive as to...
In this FOX Public Webinar, we’ll share the best practices designed to help trustees and beneficiaries be more confident, better prepared, and develop a stronger relationship. We’ll also explore the roles, risks, and responsibilities of both trustees and beneficiaries.
After decades of anticipation, the tectonic shift of demographics that would lead to the enormous transfer of wealth, monetization of private businesses and the ushering in of a new workforce are here. Based on FOX’s most recent research and insights, Karen Rush, Managing Director of Membership, and David Toth, Managing Director of Wealth Adv...
From big data and network effects to the subscription economy and cloud computing, modern finance is undergoing its most fundamental transformation ever. Today, it takes a data-driven finance leader – someone who understands and embraces the promise and power of technology – to navigate this exciting, uncertain future.Join this webinar and&nb...
A New Cybersecurity Paradigm Without Usernames & PasswordsCybersecurity has become a rapidly evolving chess game. Authentication is one of the key pillars of cybersecurity, as are data integrity assurances, firewalls, virus scans, and other security protections.In this session, learn how authentication evolved from the early days of "usern...
In this session, produced in conjunction with the FOX Direct Investing Network, we'll explore how to manage and insure against the various legal risks facing family offices today. Special attention will be paid to the risks involved in direct investing and the types of insurance solutions that can address them. Karen Beldy Torb...
The investment and advisory industries are in the midst of a sea change as the forces of technology drive commoditization and fee compression.Family offices - tasked with the challenge of investing private capital for multiple generations - are reassessing many traditional approaches to building portfolios:Loss of faith in quantitative modelsThe up...
Advisors grew assets (both AUM and AUA) by 17% and 15% respectively in 2017; however revenue grew by only 8%. What is the cause of this disconnect between assets and revenues? What are the other trends re-shaping the ultra-wealth advisor market? FOX managing directors David Toth and Karen Rush will frame the issues and opportunities that are i...