Wealth Planning

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Determining the Right Price: A Wealth Management Cost Framework for Families
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For families with substantial diversified portfolio investments, costs are an important consideration when devising an overall wealth management strategy. While there are a range of cost estimates drawn from real world examples, each family’s wealth management cost formula is different when analyzing it through a framework and analysis of four parts: the evaluation of costs; factors that can cause costs to fluctuate; key questions to ask when evaluating wealth management costs; and best practices.

Family Office Chief Investment Officer Perspectives: Investing Globally | 2023 FOX Global Investment Forum
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Join Miguel López de Silanes Gómez as he explores how dynamic global markets and geo-politics have impacted global family office CIO’s from around the world. Learn how panelists navigated 2022 through both their local and regional investing lens as well as beyond their respective borders. Learn what is shaping their thinking and better understand where they see risk and opportunity.

Examining the Impact of Fundamental Global Investment Themes | 2023 FOX Global Investment Forum
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Panelists discussed two highly relevant post-pandemic investment themes, Supply Chain and Energy. Join industry experts as they walk through the current state of these highly disrupted industries, key drivers and pitfalls impacting potential investment opportunities, and where families could find long term potential and harness these disrupted and dynamic industries.

The Family Office Investment Process | 2023 FOX Global Investment Forum
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Join a panel of experienced family office investing professionals exploring and explaining the use of different holistic investment processes that family offices can use to drive and achieve success across a broad range of portfolios. From managers to individual securities to direct investments, this session will provide practical "how-to" knowledge for any size office investment professional looking for realistic advice from experienced practitioners.

Family Office Chief Investment Officer Perspectives: Investing in Privates | 2023 FOX Global Investment Forum
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Join a panel of family office Chief Investment Officers as they recap their direct investing journey over the last twelve months of having to navigate uncertain times. Explore with them as they discuss adjusting their profiles, lessons learned, and where they see opportunities in 2023 and beyond. John Martin, Chief Investment Officer, LDI, Ltd. Mauricio Zachrisson, Director, Losa Group Briton Burge, Principal, Rosewood Private Investments Moderated by Nate Hamilton, Vice Chair, FOX

Retiring Early? Is a 72(t)(2) Right for You?
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Taking retirement account distributions prior to age 59-1/2 is often seen as an off-limits option for many account owners. However, using the IRC §72(t) payment exception can be a helpful tool in managing cash flow in early retirement years.

What Does the SECURE 2.0 Act Mean for Retirement Strategies?
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The widely anticipated SECURE 2.0 Act of 2022 became law in December 2022 as part of the omnibus spending bill passed by the U.S. Congress. The legislation outlines a wide variety of updates to retirement plan rules for individuals and plan sponsors alike. Some of the changes take effect in 2023 while other changes will phase in over the next several years. This overview of the SECURE 2.0 Act and the accompanying webcast provide insights on how the Act may affect your retirement strategies moving forward.

Redefining Wealth in Business Families
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The current next-generation family members are changing the way families view wealth, no longer focusing on creating wealth for wealth’s sake.