Resource Search

A highly regarded tax and estate planning attorney, Mr. Abendroth reviews how the 2010 estate tax repeal has affected planning for wealth-owning families and examines other anticipated tax and estate law changes on the horizon. In this 2010 FOX Financial Executives Forum session he evaluates different tax planning strategies and highlights the unique risks and opportunities in this environment of change.

After several years of change and market instability how are families investing now? What are the changes that people anticipate for the coming year, and what have been the likely lessons of the past 18 months? This 2010 FOX Wealth Advisor Forum presentation outlines the findings of the latest FOX investment survey and benchmarking efforts.

Marketing and differentiating within the multi-family office market is an operational challenge for firms of every size and origin. This 2010 FOX Wealth Advisor Forum presentation takes a look at the latest FOX research of the MFO market and outlines not only the different marketing strategies firms employ but also how firms measure the effectiveness of those strategies and how this relationship-centric business requires a different take on traditional marketing methods.

Family wealth executives often struggle with determining how to allocate fairly the collective expenses of managing shared family wealth. Drawing on 2008 FOX research, this 2009 FOX Fall Forum presentation examines pricing methodologies and practices used by both single and multi-family offices, with an emphasis on innovative strategies and a comparison of the most typical models. The presentation features:

How do you know you are selecting the trustee that is best for your individual needs? What responsibilities does the beneficiary have? This 2009 FOX Fall Forum presentation outlines what it means to be an effective trustee and beneficiary, decision criteria for trustee selection, and the process and framework trustees and beneficiaries can employ to manage trust and fiduciary decisions at both the macro and micro level.

Without question, Jay Hughes has changed the thinking of most families and wealth advisors regarding how family assets are defined. Over the past 20 years, Jay and Sara Hamilton have discussed the many critical challenges that families face and the transitions that occur as they cross the generational bridges. In this 2009 FOX Fall Forum presentation, Jay and Sara have share for the first time their insights from these client experiences, and the important concepts that Jay has developed are brought to life as they reflect on the lessons learned from the exceptional families they have served.

In a discussion at the 2009 Fall Forum, Kelin Gersick, Ph.D., comments on the benefits of teaching succeeding generations to be engaged owners and not just stewards of the family legacy.

In today’s economic environment, having a strategic plan for business-owning families is essential to identify the multiple risks of the family enterprise. This 2009 FOX Fall Forum session offers new strategies to be considered for the family enterprise, including the operating business, family office and the family foundations.

You don’t want to miss this 2009 FOX Fall Forum session to learn how a private trust company structure can significantly increase the odds of a family implementing its transitional strategic plan through effective governance. The session will deliver valuable information on U.S. private trust company structures and cross-border private trust structures. You also will receive the latest updates on private trust company laws and state jurisdictions.

In this 2009 FOX Fall Forum presentation, Ellen Perry outlines four ways in which families of significant wealth can enhance their human capital, developing the skills and talents of the younger generation, strengthening family ties and enabling individual members and families as a whole to flourish for multiple generations.