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.

Advanced Search

Wednesday, July 8, 2015
According to Socialnomics, more than 58 million Americans use social networking sites several times per day.
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, 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
Wednesday, October 1, 2014
With increasing interest in “crowdfunding”, this webinar will separate fact from fiction in this emerging asset class.   Attendees will learn:
Wednesday, May 7, 2014
Join us for a look at the keys to successfully administering a private trust company (PTC).
Wednesday, April 30, 2014

The webinar will examine the private equity secondary market, a private market where specialist managers purchase interests in existing private equity funds.

Family Office Exchange
Monday, March 24, 2014

Business owning families face the simultaneous challenges of running a business while planning for the future of the family and the management of family capital.

Pages

Subscribe to RSS - Wealth Planning

©2015 Family Office Exchange

Chicago +1-312-327-1200

New York+1-646-504-0776

London +44(0)207 520 9443