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Family offices are looking for a secure way to interact with their families with increased flexibility, improved levels of communication and tight process integration across their business. What developments should you be aware of? Steven Draper will update us on the state of play in this area and focus on solutions and strategies that provide increased security and functionality.

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.

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.

Ethelyn McDaniel, Director of the Tax Controversy and Regulatory Services group of PWC will share what she is seeing as hot topics that the IRS is pursuing with high net worth families.

Steven Draper will set out for discussion the idea of using Office 365 as the core platform in a family office and synthesize some of latest developments around this platform. This will be followed by an open Q&A.

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.