From potential family office regulations to the Corporate Transparency Act, it seems new proposed legislation impacting family offices will continue to emerge. This panel examines the legislative shift that is placing the burden on family offices as well as what the implications are to existing and future family office structures, compliance, privacy, and reporting. Panelists also discuss what is being done in Washington to bring an industry voice and balanced perspective.
Macro Trends
Resource Search
FOX shares what’s on the minds of members including a summation of the many transitions impacting families of wealth. What will your role be during this critical period of transformation? The skills you need to gain to support your clients are addressed throughout the forum. David Toth, Managing Director, FOX Glen W. Johnson, President of Membership, FOX
B Corporations: Finding Balance Between Purpose and Profit, and Connecting with Consumers Along the Way
Publish Date
Sustainable practices and responsible governance are the future of capitalism. With nearly 7 in 10 millennials and 52% of U.S. adults considering company values when making a purchase, B Corporations are making an impact on many levels. Some of today’s most well-recognized brands—including Patagonia—are at the forefront of that movement. Learn how to create a B Corporation and align it with your long-term business vision and mission.
With the passage of time, the fear-based approach of Wealth 2.0 has evolved to a more positive, strengths-based paradigm. This new approach—the Wealth 3.0—is a call to action for greater professionalism and rigor by the diverse practitioners of family wealth advising. Dr. James Grubman, Dr. Dennis T. Jaffe, and Kristin Keffeler illuminate what needs to be done and how the future lies in integrating truly family-centric services that are driven by purpose and optimism.
Sharing a Family Office Advisory Relationship?
Publish Date
The Family Office 5.0 model is changing how advisors deliver services. Strategic partnerships can help family office service providers better focus on delivering core value-added offerings. A roadmap toward that goal will help you meet the evolving needs of family offices and provide best-in-class services.
Benefits of Donating Cryptocurrency to Charity
Publish Date
For charitably minded individuals, cryptocurrency investments—such as Bitcoin and Ethereum—held more than one year may provide a unique opportunity to leverage highly appreciated assets to achieve maximum impact with charitable giving. By donating cryptocurrency to charity, it can also unlock additional funds in two tax-smart ways. For more insights on contributing non-cash assets to charity, listen to the accompanying Giving with Impact podcast.
Despite the geopolitical risk, China’s economic influence is unavoidable. This session will help family offices understand the risk of investing in China long-term, including what is and isn’t avoidable. It will dig into the “how” so that attendees can map out their own approach to investing in China, including how to perform a proper risk and asset analysis. Andy Rothman, Investment Strategist, Matthews Asia Introduced by Peter Moustakerski, CEO, FOX ,
Opening Remarks | 2022 FOX Global Investment Forum
Publish Date
Welcome to the 2022 FOX Global Investment Forum. Peter Moustakerski, CEO, FOX Jonathan S. Tunner, Director, Private Investment Opportunities
Join FOX as we kick off the forum by identifying what to pay attention to in the global markets, including the impact of the ongoing Russia-Ukraine conflict and other geopolitical events. Opportunities and key components to watch out for in relation to privates, publics, and broad asset class exposure will be shared. Timothy F. McCusker, FSA, CFA, CAIAPartner, Chief Investment Officer, NEPC LLC Introduced by Miguel López de Silanes Gómez, Market Leader International, FOX
Successful strategic growth planning occurs when a company identifies opportunities for growth and then focuses its organization to be efficient and effective in the pursuit of those opportunities. Having proper preparation and governance is key to reach and sustain that success. This e-book will help jump start a company’s move towards that journey. It will also highlight the warning signs that can derail a strategic plan and show how companies can prepare to keep the plan on track.