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During this webinar, Kristi Kuechler discussed how family offices are forging ahead despite volatility and uncertainty in the markets– increasing their appetite for direct investments in real estate and operating businesses - as they continue to reassess the more traditional approaches to building investment portfolios.

In light of the favorable tax court ruling in Lender Management, LLC, v. Commissioner and the fact that miscellaneous itemized deductions (§212 deductions) are no longer deductible per the 2017 Tax Act, we are seeing a lot of interest in the profits interest structure. In this session, Tom Ward explored the pros, cons, and reasons why family offices use this structure, as well as the impact of tax reform on those who use it.

FOX Public Webinar - The State of the Ultra Wealth Advisory Business There has been a 15% drop in the pricing of wealth management services for ultra-high net worth prospects since 2012. What is the cause of this and the other trends shaping the ultra-wealth advisor market? FOX director of advisor research David Toth and FOX director of membership Karen Rush framed the issues that are affecting wealth advisors today, including business growth, pricing strategies, and what's on the mind of ultra-wealthy families.

Advisors and Family Offices can achieve sustainable engagement and build advocacy with their clients/families by constructing a great client experience.

Aligning the advisory relationship with the family’s objectives is as much an art as a science. Many families don’t realize that a wide spectrum of advisory relationship structures exist, and that they have the ability to design and customize a relationship that best suits them. Where a family falls on the spectrum is most commonly driven by the family’s desired level of involvement and decision-making in various aspects of their investment program.

We live in disruptive times, and it’s all-too-easy for families, family office executives and business leaders to feel overwhelmed and under-prepared for confronting the unexpected changes inherent in our everyday lives.

As families, family offices and advisors focus on refining their 2016 investment strategy, this is a critical time of the year to reflect on where you are pursuant to your investment goals as well as to identify where you want to go in the year ahead.

Are you doing everything you can to attract and retain quality talent? Is your compensation plan competitive? Please join principal researcher, Jane Flanagan and Bruce Benesh, Partner Grant Thornton LLP to find out how your compensation plan compares to 118 of your peers who completed the 2015 FOX Family Office Compensation & Benefits Survey. From HR Practices to compensation and benefits, these survey findings will help you prepare for year-end employee reviews and evaluate your current plan.

The organizational structure of a Private Family Trust Company, or PFTC, has several roles that need to be filled.

As Impact Investing gains global momentum and acceptance as viable family oriented strategy, a key question needs to be addressed... Is Your Family Office Ready for Impact Investing? Temple Fennell joined us for a candid and experience-based look into how you create and maintain stakeholder “Buy-In” BEFORE investing. The dialogue included such topics as: