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Find answers about sustaining the family enterprise and assuring the well-being of family members into the future. Power of the NetworkFounded in 1989, the FOX community now includes over 380 family groups from 20 countries. This community of family members, family office executives, and trusted advisors was created as a way to m...
Technology Presentation:Increasing Efficiency: Automation, Bots, and the Family OfficePresenter: Danielle Valkner, US Family Office Leader, PwCEvery family office has a long list of labor-intensive, repetitive activities that require data processing across multiple applications and currently consume precious staff hours. What if there were another ...
Breakout C: Ask the Expert: An Interactive Dialogue on Profits Interest StructurePresenters: Wally HeadVice Chairman, Gresham Partners LLCDomingo SuchPartner, Firmwide Chair Family Office Services, Perkins Coie LLP Session Description: Many families have spent time in the last year working with their accounting and legal teams to evaluate...
Breakout B: Addressing the Complexities of Communication and Family LearningPresenters: Emily BouchardStrategic Wealth Coach, Ascent Private Capital ManagementMindy KalinowskiEarley, CMP, CFBA Chief Learning Officer, Family Office ExchangeSession Description: How do you prepare next generation teens, and young adults to be responsible wealth o...
Breakout A: Internal Controls to Support CybersecurityPresenters: Doug HermanPrincipal, Technology & Business Transformation Services, BDO USA, LLPJason LipschultzManaging Director, Third Party Assurance, BDO USA, LLPSession Description: There are a myriad of cybersecurity issues facing families and family offices in today’s complex privat...
Tax & Estate UpdatePresenters: Tom AbendrothPartner, Schiff Hardin LLPMark Blumenthal, CPACPA, Partner, Plante MoranSession Description: It has been over a year since the Tax Cuts and Jobs Act of 2017 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 awai...
Estate Planning Considerations for the Modern FamilyPresenters: Kim KaminPrincipal and Chief Wealth Strategist, Gresham Partners, LLCSession Description: The traditional nuclear family is no longer the presumption. With multiple demographic trends including same-sex marriages, blended families, and cohabitation alongside different paths to par...
Advisor Briefing: Managing Elder Care, Aging, and IncapacityPresenters: Nicholas Van BruntPartner, Sheppard MullinDaisy MediciManaging Director of Governance and Education, GenSpring Family OfficesMargalit TocherPresident, Home Care AssistanceSession Description: As we age physically and mentally, our ability to care for ourselves and capacity...
Performance Reviews RevisitedPresenter: Bonnie GaugerHuman Resources Director, Johnson Keland Management, IncSession Description: Getting the right people engaged in the right activities to have the most impact on your business and the families you serve is the key to ensuring a high-functioning organization. Performance reviews are an opportu...
Increasing Efficiency: Automation, Bots, and the Family OfficePresenter: Danielle Valkner, CPAUS Family Office Leader, PwCSession Description: Every family office has a long list of labor-intensive, repetitive activities that require data processing across multiple applications and currently consume precious staff hours. What if there were ano...
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Chicago, IL (Headquarters)100 S. Wacker Drive, Suite 800Chicago, IL 60606info@familyoffice.comPhone: 312.327.1200Fax: 312.327.1212 Madrid, Spainfoxglobal@familyoffice.comPhone: 34.616.94.05.63Contact: Miguel López de Silanes,Market Leader for Europe and Latin America
OverviewThe 2019 FOX Family Office ForumTM brought together CEOs, HR managers, technology heads, and financial executives to focus on practical approaches to the many trends and issues affecting families and family office executives. In this exciting program, we heard from leading experts about developing leaders in both the family and family offic...