No family stays together as an enterprise without a conscious commitment to a common purpose and a willingness to work together to accomplish specific goals.We focus on the following building blocks when working with families: Develop a family culture based on shared valuesRespect the family’s history and guiding principlesCreate a family time...
We have the answers
Search Results
Overview: FOX Family Security WorkshopThe FOX Family Security Workshop took place immediately following the FOX Family Office Forum. We were joined by more than 70 professionals for this inaugural workshop. According to our pre-event survey: Security is one of the top two concerns for families Onl...
Considerations for Converting Business StructuresPresenters: Mark J. Blumenthal, CPA, Partner, Plante MoranDomingo Such, Partner, Firmwide Chair, Family Office Services Practice, Perkins Coie LLPSession Description: The 2017 Tax Act presents planning opportunities around the choice of entity. Existing clients with pass-through entities like S-...
Considerations for Converting Business StructuresPresenters: Mark J. Blumenthal, CPA, Partner, Plante MoranDomingo Such, Partner, Firmwide Chair, Family Office Services Practice, Perkins Coie LLPSession Description: The 2017 Tax Act presents planning opportunities around the choice of entity. Existing clients with pass-through entities like S-...
Protecting Your Wealth Through an Enterprise Risk Management ApproachPresenters: Mark Galante, President, Field Operations, PURE InsuranceJames P. Kane, CIC, CRM, Senior Vice President of Personal Risk, USI Insurance Services, LLCSession Description: Enterprise Risk Management offers a robust approach to managing risk for families developing a...
Virtual Family Offices and Meeting the Needs of Their Clients Presenters: Andrew L. Busser, Managing Director of Strategy, PitcairnSteven Draper, Partner, Markets & Best Practices, ETON SolutionsCharles B. Grace, III, Managing Director, Family Office ExchangeDain Kistner, Director of Family Office Innovation, Pitc...
Creating an Effective Team for the Family OfficePresenters: Cassie Atteberry, Human Resources Director, Chinquapin Trust CompanyBonnie Gauger, Human Resources Director, Johnson Keland ManagementSession Description: The biggest asset of any family office is the staff that supports the family clients. In this session, two family office human res...
Tax & Estate Update: How Clients are Responding to the Recent Tax Law ChangesPresenters: Thomas W. Abendroth, Partner, Practice Group Leader, Private Clients, Trusts and Estates, Schiff Hardin LLP;Jesica Speer, Senior Manager, Private Wealth Services, Grant Thornton LLPSession Description: Since the Tax Cuts and Jobs Act was released at th...
A World of Increasing Risk – Are We Whistling in the Dark? Presenters: Yung-Yu Ma, Ph.D., Chief Investment Strategist, BMO Wealth Management, CTC | my CFOSession Description: While most indicators predict a healthy economy in the near future, the inevitable downturn lurks ominously on the horizon. Tension with Russia and China, as well as...
Key Considerations for Technology Selection and Application in a Family OfficePresenter: Danielle Valkner, Advisory Services, PwCSession Description: Families often ask about the best technology platform for a family office – assuming there are just one or two types of technology solutions. In practice, most family offices require a combinatio...
Technology Presentation:Key Considerations for Technology Selection and Application in a Family OfficePresenter: Danielle Valkner, Partner, Advisory Services, PwCFamilies often ask what the best technology platform for a family office is – making the assumption that there are just one or two types of technology solutions. However, most family offic...
OverviewAt our recent 2018 FOX Family Office Forum, we were joined by more than 100 family office executives representing a range of roles including Chief Executive Officer, Chief Financial Officer, Controller, Legal Counsel and more.Our attendees revealed that the top two concerns for this year include taxes and security (cyber, physical, etc.), a...
Effective Date: May 25, 2018Family Office Exchange (“FOX”) is committed to protecting your privacy. We want to tell you how we use and protect your personal data. This includes informing you of your rights regarding your personal information that we hold.Personal data is any information relating to an identified or identifiable living person....