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Breakout Session 1C: Family Office Portal
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A family office portal is a secure electronic gateway to the information that you want to share with your family—files, photos, services, and information—accessible over the Internet through a web browser. It can be a powerful means of connection for the family. Come to this session to learn about one family's experience creating their family office portal.

2016 Tax and Estate Update
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In what is frequently our most popular Forum session, experts will share the latest updates in estate laws and taxes that family office executives need to watch for in 2016 and beyond.

Breakout Session 2C: Family Office Structures: Pros, Cons and Considerations
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Structuring the family office to maximize cost‐effectiveness and expense deductibility is top of mind for many FOX members. In this session, you will learn about various ownership structures, including the profits interest structure. You’ll hear from a seasoned expert who works with family offices to evaluate various structures and from family office executives who have used the profits interest structure with success.

Internal Controls: Assessing Risks and Implementing Solutions
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Family office activities are complex, and families can unintentionally put themselves at risk if they don’t proactively identify and address the potential impact of external factors. One solution: conduct a full diagnostic risk assessment and review of your internal controls to ensure that potential problems have been identified and proper mitigation strategies have been implemented.

Top 10 Security Risks to Family Offices and Family Business and Best Practices for Mitigation
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Family offices and family-operated companies face a variety of security risks, including: cyber, physical, reputational, and financial. In many cases, their interconnectedness to family residences complicates matters further. David London of The Chertoff Group and FOX senior technology consultant Steven Draper will explain how to improve a family’s risk profile by identifying specific risks and implementing proven best practices for mitigating them.

Office of the Beneficiary
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As families prepare for an unprecedented $30 trillion transition of generational wealth, the focus is turning from “WHAT” needs to be done to the all-important “HOW” this will occur?