Enterprise Families


Technology: Springboard to the Family Office of the Future
BIll Sullivan
Leading up to 2020, family office technologies made significant improvements with expanded offerings and new entrants. But history has shown nothing is a more effective change accelerator than a
Session Replay: FOX Member Exchange - Adopting Work-From-Home for the Long Term, September 1, 2020
A live, interactive, discussion with FOX members on Adopting Work-From-Home for the Long Term. During this virtual event, members shared ideas, questions, and solutions for operating in the months
The Future of the Family and the Family Office
Sara Hamilton
We can’t explore the future of the family office without first exploring the future of the family in a post-pandemic world. The next decade of innovation and disruption will increase the
Session Replay: FOX Member Exchange - Strategic Planning in a Time of Uncertainty - July 21, 2020
An interactive discussion with FOX members on Strategic Planning in a Time of Uncertainty. During this virtual  event, members will be able to share ideas, questions, and solutions for operating
What Will the Future Hold for Your Family?
Sara Hamilton
During these uncertain times, FOX wants to assist family leaders to better understand how the crisis events of 2020 are affecting family members. It is clear recent events will impact our society,
Family Office Security and Privacy Risk Management
Secure Source and Tridense
For prominent and wealthy families, personal security and safety have always been a top concern. But too often, addressing family security comes after a triggering event. Having a proactive plan that
Powerful Trust Planning Opportunities After Tax Reform for 2020 and Beyond
South Dakota Trust Company
Estate planners and advisors will need to contemplate the political climate in an election year, particularly given certain political opposition to the extensive changes made by the Tax Cuts and Jobs
Trust Designs in Light of Kaestner And Other Trends
South Dakota Trust Company
The question of how to structure a trust is of increasing importance, particularly in light of recent trends, including the expected ruling in North Carolina Dept. of Revenue v. The Kimberley Rice
Unprecedented Challenges
LHT Consulting Group
The COVID-19 pandemic has presented the entire world with unprecedented challenges. An immediate and particular area of concern for family offices is having to prepare for the unfortunate reality of
Key Provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020
Gresham Partners
The COVID-19 crisis continues to disrupt everyday life. In response, the CARES Act of 2020 was signed into law in the U.S. to provide some relief. A summary of the key provisions in the CARES Act for