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2017 Tax and Estate Update
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In what is frequently our most popular Forum session, experts will share the latest income tax and transfer tax developments that family office executives need to watch for in 2017 and beyond. Our speakers will comment on the possible significant tax law changes on the horizon, including any specific tax bills that are proposed by the time of the session. Recent judicial decisions and regulatory developments also will be discussed.

Blockchain and Beyond: The Imminent Impact of Distributed Ledger Technology on the Family Office
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Blockchain may be the name of the biggest, most imminent upheaval in the way we function since the advent of the World Wide Web in 1990. What is Blockchain, and what does it mean for your office? In this session, our guest technology expert, Carlos Arena of R3, will lead a discussion on blockchain and distributed ledger technology (DLT) and the changes he sees on the horizon for family offices.

A Mid-Year Economic Outlook
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Eight years into the economic expansion a new administration is shaking it up in Washington and equities are near their highs. How should we be thinking about our investments? Are both equities and bonds expensive and how should that impact expected returns? Jason Pride, Director of Investment Strategy at Glenmede joined us to share his perspective on the economy, financial markets, and how investors should be positioned in light of the current environment.

The Importance of Strong Partnerships
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The Importance of Strong Partnerships New FOX research indicates that families and advisors who work in strategic partnership are better prepared to navigate transitions and overcome the many complex issues they face.

The Evolution of Alternative Investments: Adapting to Survive
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In this session, originally presented at the 2017 FOX Spring Global Investment Forum, we will discuss the most important trends affecting the hedge fund and private equity industries, from the investors’ perspective. Goodbye 2 and 20, hello 1 or 30; changing the shape of feesHedge funds deconstructed: asset allocation revisited with low cost, liquid, alternative risk premiaCo-invest with me: the new landscape of customized investmentsNew thinking regarding return drivers in private equity: company selection, management alpha, illiqu

Assessing the Threat: Cyber Incidents and Identity Theft
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As more and more of our daily tasks are accomplished in the digital realm, the possibility of a cyber incident and subsequent identity theft continues to increase. Understanding the potential impact such incidents can have on a family office or business is critical when determining how to deter such threats and mitigate identity theft. Watch this session and learn:

A Family Office Case Study: Evolving Servicing and Structure to Meet the Needs of the Family
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As Market Street Trust Company reaches the 30-year milestone as a private trust company, Marianne Young, President, and Rachel Sherman, Vice President, Client Service, discussed the evolution of Market Street’s early leadership, governance, and services to its current form as a shared family office and private trust company. Over the course of the webinar, they shared the benefits, roadblocks and considerations involved in the formation of a private trust company as well as the continued progression of client and family office services, both in depth and complexity.

7 Disruptive Trends in Private Wealth Management
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Identifying trends and issues having an immediate and future impact on families of wealth is the focus of much of the research at Family Office Exchange. Gain insights on the trends emerging in the family wealth industry.

Disruptions for Good
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You hear it repeatedly, Millennials and Women are set to inherit $41T in the next 10 years. What does this mean to your practice? What needs to change? What tools do you need and what resources are out there to meet new demands for investment with conscience? How can a thoughtful, perhaps slow, ethical approach align with the super-efficiency of robo-advisors and algorithmic trading platforms? What will it take for you to earn trust?