People make the difference and getting the right talent in place is crucial for any organization. Indeed, in a family office, there is no place to hide. In this session, we focused on both the art and science of effective selection and promotion decision-making. We considered the role, related culture, and family expectations to develop a success profile. Guidelines for behavioral interviewing will be provided, along with common traps to avoid. The value of utilizing an external firm to support assessment, and the tools they draw on, will be considered as well.
Family Office
Resource Search
In light of the recent severe weather events around the world, the Intergovernmental Panel on Climate Change’s Special Report on Global Warming of 1.5°C has caught the attention of the media and the public.
No matter your industry, your company is a data company and for that reason, we are in a post-data world. Gen Z—your future customers and future employees—are already digital and they control over $100 billion in consumer spending today. In this video series, learn how to adopt a strategy that treats your data as the pre-tangible asset that it is and maximize your mission and goals, as well as achieve protection for your brand through privacy and data security compliance:
Data Management Best Practices and Privacy Strategy, a Video Series for Business Executives
Publish Date
Privacy and data security are issues that every company needs to pay attention to. But how do companies comply with all the various laws between Europe with the GDPR and in California with the California Consumer Privacy Act? In this video series on data management best practices and privacy strategy, you can:
In this webcast, experts from Marsh’s Cyber Practices take a closer look at how changing cyber risk exposures, regulations, and best practices will change the cyber risk management landscape in 2019. Download and view the Cyber Landscape 2019 slides as you listen to the discussion that includes:
2019 Estate Planning Update
Publish Date
It’s been a little over a year since the 2017 Tax Act 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 await further guidance from the treasury department while simultaneously evaluating the challenges and opportunities presented by the changes for their clients. In this annual session, Tom Abendroth of Schiff Hardin and Don Delf of PwC led participants through a thorough discussion of the most important topics and developments covered at the 53rd Annual Heckerling Institute on Estate Planning.
2019 FOX Foresight – Approaching Personal and Physical Security With a Risk-Based Perspective
Publish Date
We hear a lot today about the cybersecurity risks we face but to protect our families, it’s crucial not to forget the importance of effectively managing personal and physical security.
Employers Face an Increase in Class Action Lawsuits Based on Pre-Employment Background Checks
Publish Date
An increasing problem facing employers is the threat of class action lawsuits related to their use of background checks. In these lawsuits, plaintiffs claim that employers are violating a federal statute called the Fair Credit Reporting Act (the “FCRA”), which regulates, among other things, an employer’s use of background checks performed by third-party providers. In the face of this potential exposure, it is extremely important that employers ensure they are complying with the FCRA’s notice and disclosure requirements.
FOX Public Webinar: Agile Generation Succession – Maximizing the opportunities and minimizing the challenges
Publish Date
Successful transitions between generations is a key differentiator in families that out-perform the shirtsleeves to shirtsleeves proverb. Effective generation succession doesn’t happen by accident, nor is it accomplished through the efforts of a single generation.
2019 FOX Foresight
Publish Date
In this 2019 edition of FOX Foresight, we review how business owners need to shift shift to an enterprise mindset, and how family offices seek to redefine their role, and as a new generation of family members prepares for leadership in a time of great transformation. FOX Foresight is presented in 7 chapters: