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Many of the wealthiest and most sophisticated families are reconnecting to their family roots in entrepreneurship and are investing in, and managing, direct investments using thoughtfully designed trusts and private trust companies. In this program we will explore how trusts and private trust companies can be designed in tandem to enable an af...

What can I do to raise productive, responsible, generous and prepared inheritors or owners? How do I get the rising generation to get involved and engaged in learning so they are ready for their future roles and responsibilities? How do we create programs and a curriculum that everyone will find valuable taking into consideration their different ag...

Life insurance is part of virtually all family and family office environments. It is utilized for short- and long-term planning, financial security for spouses, estate taxes and family business buy/sell planning. Often not well understood, life insurance can be easily relegated to the “back burner” – with potentially disastrous results. Auditing th...

In this mid-summer session, Deutsche Bank’s Larry Adam will share his perspective and investment outlook for the remainder of the year. Given the prolonged strength of the U.S. economy and near record long financial market rallies, Larry reminds us of the lesson from Peter Pan that “Time is Chasing After All of Us” and analyzes whether o...

If you think you may need a family office to manage your family’s wealth or you want to take your family office to the next level with a special, deeper look at services, this webinar will help you understand the role and functions of a family office and what it takes to start and maintain one.

Over the past several years, the world has experienced an increase in the number of devastating natural disasters, yet according to FEMA more than 60% of Americans lack a household emergency plan. In this webinar, Marsh Private Client Services and Guy Carpenter will examine natural disasters, including earthquake, flood, storm surge, wildfire...

Attracting and retaining talent is the top Human Capital challenge in family offices today. FOX Managing Director, David Toth and Ken Cameron of Grant Thornton LLP will join us and share what your peers who completed the 2018 FOX Family Office Compensation & Benefits Survey are doing to attract and retain key talent. &nbsp...

The Private Trust Company (PTC) structure offers the promise and potential to manage and organize increasing complexity within the family enterprise. This webinar will provide an overview of the reasons that families consider a private trust company and benefits experienced once they have been established. If you have been curious about ...

Opportunity Zones are an economic development tool designed to stimulate economic development and job creation in distressed neighborhoods and communities that are starved for growth. The 2017 Tax Cuts and Jobs Act, Code section 1400Z-2 provides for preferential treatment of capital gains that are reinvested in qualified opportunity funds. In...

Many people collect artwork for the joy it brings them, while others also focus on the investment angle of their collection. In both cases, collectors should ensure their insurance program and risk management advice aligns with their collecting goals, as well as their estate plans. In this session, we'll explore how to ensure your insurance p...

This session will focus on family office investors invested in private equity (PE) funds and/or direct investments and discuss where we are in the PE cycle. Beginning with a review of current data and trends in the PE markets, we will walk through the private investment management factors and decisions which, based on economic and PE industry...

With 2018 coming to a close, investors are setting their sights on the year ahead. Will the record long bull market in the U.S. weather the storm of recent volatility? How will government actions affect the state of this late-stage expansion? Jason Pride, Chief Investment Officer – Private Client at Glenmede will share his 2019 themes alongsi...

It’s been a little over a year since the 2017 Tax Act brought a multitude of changes to the tax code. As families continue to learn about the impact of the new law on their future, advisors await further guidance from the treasury department while simultaneously evaluating the challenges and opportunities presented by the changes for their cl...

Almost every day there are stories in the news about another security breach, another fraud warning, or another regulatory fine for lack of security. Join us as we highlight the top 10 IT security gaps and what you can do about them. In this session, we will discuss the real cybersecurity threats today, explain in plain English how they work ...

Successful transitions between generations is a key differentiator in families that out-perform the shirtsleeves to shirtsleeves proverb. Effective generation succession doesn’t happen by accident, nor is it accomplished through the efforts of a single generation. There are key principles and practices that boost families’ chances for e...