Wealth Management

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The Future of Work—A Journey to 2022
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Tremendous forces are radically reshaping the world of work. Economic shifts are redistributing power, wealth, competition and opportunity around the globe. Disruptive innovations, radical thinking, new business models and resource scarcity are impacting every sector. Businesses across the world are beginning to understand that they need a clear and meaningful purpose, and mandate for the decade ahead if they are to attract and retain employees, customers and partners.

Planning for What Comes Next: Estate Planning Instruments and Divorce
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Estate planning is often part of a divorce settlement, and negotiation of these terms can be as integral to the divorce settlement as allocation of parental responsibilities, support issues, or division of marital estate. For example, even a relatively simple Marital Settlement Agreement may generally contain waivers of an ex-spouse’s right to make claims to the other party’s estate upon death, including rights to property and to act as a trustee or executor of the estate.

The Importance of the Advisor Partnership with Families of Wealth
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New FOX research indicates that families are getting more out of their advisor relationships than ever before as this strategic partnership helps them navigate transitions and better prepare forthe many complex issues faced. Discover how successful advisors are positioning themselves to help families operate in an increasingly complex and unpredictable global environment in the groundbreaking “Strengthening the Partnership” research focusing on:

Elements of Sound Performance Management: Goal Setting, Performance Improvement and Performance Reward Systems
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Succession planning, development of the next generation, finding and keeping key staff members… all seem to be constant quests in the Family Office. In this session, we explored how to incorporate helpful goal setting principles in creating expectations for your staff and apply practical tips for providing effective performance feedback within your organization.

Strengthening the Partnership Between Families and Advisors
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The 2016-17 FOX Thought Leaders Council Report: Strengthening the Partnership Between Families and Advisors is a great resource for those who are seeking ways to construct sustainable partnerships and how to make them productive. Inside, you’ll find why partnerships are key to successful family/advisor relationships, what makes partnerships enduring, how to determine the right partnership approach and how to manage new as well as existing partnerships.

Succession - Taking a Broader View
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Single family offices are increasingly faced with the topic of succession whether triggered by an upcoming departure of a family office executive or a broader transition in generational family leadership.

Strengthening the Partnership Team Between Families and Advisors
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Strong partnerships between families and their advisors better prepare them to take on complex issues and navigate transitions. Family Office Exchange has undertaken ground-breaking research focused on how these great partnerships are formed. The research chronicles the work of families and advisors who have effectively transformed their numerous and complex relationships into highly productive partnerships. Amy Hart Clyne will lead a panel of families and advisors that will bring these stories to life along their journey to secure family engagement and unity for generations to come.

Breakout Session 5: Maximizing the Partnership with Your Investment Consultant
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How do you get on the right track during the investment consultant due diligence process and thereafter to optimize the advisor and client relationship? Aligning the advisory relationship with a family’s objectives is critical to success and as much an art as a science. Certain families don’t realize they have the ability to design and customize a relationship that best suits them. Much of the tone can be set at the outset when simulating the client experience before a family even signs a service contract.