Industry Trends


Data Governance in the Digital Transformation Age
In this podcast, two industry experts discuss how boards’ oversight of data governance within their organizations is changing to meet the opportunities and risk in the rapidly evolving digital
2021 Tax Outlook Survey and Tax Policy Agenda Video Series
Increased complexity has become the norm in the world of tax. From the passage of tax reform to new legislation allowing states to levy taxes on remote sales, tax executives have had to flex their
2021 State of the Family Office Industry
Family Office Exchange
The 2021 State of the Family Office Industry benchmarking report is the next iteration in FOX’s ongoing research into Family Offices. The FOX Family Office study is intended to empower family
Highlights from the 2021 Family Office Benchmarking Study
Demonstrating the value of a family office is no small feat. The pressing priorities of an office often leave little room to fully grasp the impact of the work being done to fulfill the family’s
U.S. Treasury Proposes New Cryptocurrency Tax Compliance Rules
Cryptocurrencies have rapidly gained market acceptance and the U.S. government is determined to establish rules for reporting cryptocurrency transactions. In the latest proposed tax compliance rules
Proposed Estate Tax Changes: Prepare Now to Preserve Your Assets
In anticipation of the expected tax changes that could be enacted under the Biden administration, it’s a good time to review and update your estate plan. As part of your review process,
Empowered Planning: Your Operations
As the dust continues to settle and a business-not-as-usual landscape emerges, you may wonder how best to proceed—how to keep going and find ways to not just survive but thrive. In this
Major Tax Changes in Draft Reconciliation Bill
Waller Lansden Dortch & Davis
The U.S. House Ways and Means Committee has released its draft budget reconciliation bill. While the provisions presented are subject to ongoing negotiations, some are more likely to pass than others
Proposed Legislation Creates Uncertainty Around SEC Family Office Exemption
Waller Lansden Dortch & Davis
If passed, proposed legislation H.R. 4620 would change the definition used by the SEC for the Family Office Exemption resulting in some Family Offices no longer qualifying for the exemption. Also,
Building Winning Portfolios Through Private Investments
Cambridge Associates
As families and family offices build their portfolios, they should consider private equity (PE) and venture capital (VC) with an eye on technological innovation. But, building a portfolio that