Enterprise Planning


Considerations for Structuring Family Office Investment Companies and Operating Companies

This program is designed to enable FOX members to better understand if the businesses they work with should consider converting to or electing C corporation status in light of the Tax Cuts and Jobs

2018 FOX Family Learning Survey
Family Office Exchange

Liability Protection for Family Enterprise Directors & Trustees: Strategies to Attract and Retain Talent
Linda Bourn, Crystal & Company

Until recently, many families filled key governance roles associated with their trust and estate planning with trusted friends, colleagues, or advisors who were flattered to be asked and honored to

FOX Foresight – Trends Impacting Families
Family Office Exchange

FOX Foresight – Trends Impacting Families

FOX Foresight – What's on the Minds of FOX Members
Family Office Exchange

FOX Foresight keeps FOX members up to date on the latest thinking on matters that affect enterprise families.

Securing Your Financial Future
Schiff Hardin and Lenox Advisors

Financial planning is essential to helping secure the future of you and your loved ones, yet it is easy to delay tackling it.

Re-Energize with Enterprise: Nurturing an Entrepreneurial Culture to Create a Durable Family Legacy
Scott Winget, Ascent Private Capital Management

Having an entrepreneurial culture can help nurture a family legacy by providing pathways for family members to invest in new enterprises and regularly recharge the wealth for future

Crafting Your Family Mission Statement: Lessons from the World's Best Brands
Dirk Jungé, Pitcairn

Since the early 1900s, wealthy families have borrowed from corporate America to draft mission statements or similar declarations to define their shared values and legacy.

Family Councils and Assemblies: Building Blocks in Family Enterprise Sustainability
Kristen Armstrong, Ascent Private Capital Management

When the holiday dinner table no longer suffices for annual stockholders meetings or strategic planning sessions, and a growing family needs to redefine its relationship to a family business enterp

Intentional Inheritance Planning
Wilmington Trust

For many families, discussing wealth transfer and inheritance issues can be challenging. Fear of demotivating heirs can cause wealth holders to withhold vital information.