Wealth Planning

Successful total wealth management planning requires an integrated approach not only to managing a family’s investments, but also to determining how financial structures and holdings compliment other key aspects of wealth maintenance and succession such as tax and estate planning, insurance and even philanthropy. The wealth planning process should include clear, consistent communications to ensure alignment with long-term family goals and a strategic view of future risks and opportunities.

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Wednesday, August 12, 2015

As the use and acceptance of Private Family Trust Companies (PFTCs) proliferates, there is renewed interest in their associated regulatory issues and challenges—especially in the Foreign Account T

Wednesday, July 8, 2015
According to Socialnomics, more than 58 million Americans use social networking sites several times per day.
Wednesday, June 3, 2015
Family offices are examining asset classes for future return opportunities, but almost all of their options seem expensive in the wake of quantitative easing.
Wednesday, May 6, 2015
With family office boards and trustees increasingly responsible for areas such as investment performance, risk mitigation, executive compensation, family member communication and strategic initi
Family Office Exchange
Friday, March 27, 2015

This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective on a wide range of topics including – Economic Outlook, Investment Objectives and Time Horizon, Ass

Wednesday, March 25, 2015
One of the top issues identified by FOX members…family office executives, family members and advisors…is managing data security.
Wednesday, February 11, 2015
This is featured programming for the FOX Private Family Trust Company Network.
 
Wednesday, January 28, 2015
Tom Abendroth and Jim Steffel joined us to review 2014 estate planning.
Wednesday, November 19, 2014

Corporate Social Responsibility can be much more than a cost, a constraint or a charitable deed – it can be a source of opportunity, innovation and competitive edge.

Wednesday, October 8, 2014
In this webinar, attendees will learn:
  • What is a captive insurance company and why a client might form one

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