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Jean Joseph, Managing Director of Owl Rock Capital Partners, will discuss the status of the global markets in the context of the credit cycle and some signs pointing to a need for caution in today’s market. Mr. Joseph will then delve into the credit markets specifically, identifying some unique characteristics of the rally that support his&nb...

Many families have an interest in, and questions about, developing financial literacy in their rising generations. Financial skills and knowledge can be taught and reinforced through experiential learning. This webinar outlines a framework for approaching the task of developing financial literacy, from subjects of learning to considerati...

Join Rob Galloway and Lisa Canarick of Baker Hostetler LLP for a discussion of trends, learnings, opportunities and pitfalls regarding the restructuring of irrevocable trusts.Topics to be discussed will include:When to consider a non-judicial settlement agreement and/or decantingLegal and practical limitsTax issues to consider when modifying ...

FOX’s annual estate planning review webinar will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 54th Annual Heckerling Institute on Estate Planning. Key legislative, regulatory, and case law updates impacting ultra-high net worth families and their family office...

A cherished beach house, lakeside cottage, mountain retreat, ranch, or other vacation property can foster deep emotional ties for families, creating unique opportunities and challenges over multiple generations. For some families, they can be touchstones for the extended family to gather and serve to define family identity. For families...

In the midst of the COVID-19 pandemic, the environment of highly valued equity markets has undergone a sudden shift to a bear market. What are the immediate term and potentially long-term implications on asset allocation? As the pandemic has taken hold on a global basis, how do we factor polarization of the economy, political environment, and...

Join us for our annual cybersecurity update where experts will share the leading threats you need to be aware of to keep your clients, your firm, and yourselves protected. In addition to recurring threats over the last year, we’ll also discuss more recent COVID-19 focused security threats.In this session, we'll cover:Personal security concern...

Talent development is an opportunity and challenge for any business, but the distinctiveness of a family office presents flexibility and greater challenge. In this webinar we will explore:Why talent development may matter more in the family officeTalent development opportunities in the family officeCareer profilingSuccessionRising GenSkills d...

We rely on many different professionals in all facets of life to help us meet our goals, give us guidance and ensure our assets are protected. Accountants, attorneys, personal trainers, vacation planners, chefs, assistants. The role of a coach is an important and valuable relationship focused on helping family members clarify ambitions, uncov...

It can be daunting to find a qualified, trustworthy property and casualty insurance advisor—who not only meets your family or office’s up-front needs, but also aligns with your sensibilities. The selection process can be further complicated without firsthand proficiency in insurance industry standards, trends, and best practices. Using case s...

Join attorneys Mike Schwartz and Jason Kohout of Foley & Lardner LLP for a discussion of the recently enacted SECURE (“Setting Every Community Up for Retirement”) Act and its potential impact on the family office and family business environment. This webinar will take a practical approach to estate and income tax planning in l...

Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous generations. Social media, easy access to information through search engines, and dramatically different expectations call for creative ways for families to raise financially mindful k...

In these disruptive times, your FOX network can be more valuable than ever to stay connected and informed. On Tuesday, March 31 at 10:30 AM CDT, please join us for the first virtual FOX Member Exchange – an interactive, member-only community for you to share ideas, questions, and solutions for operating in the months ahead.We will relay what ...

Please join us for a live, interactive discussion with FOX experts and other members about Dealing with a Crisis Situation. We will be hearing from members who have managed through broad-scale external crises before and the lessons they’ve learned.This session of the FOX Member Exchange also will introduce closest-peer breakout sessions – sma...

Please join us for a virtual meeting with private investors, focused on bringing together families with an active interest in direct investing.Meet other like-minded investors and engage in meaningful interactive virtual peer discussion among members to share ideas, experiences, and challenges of investing in an unprecedented environment. We will h...