Resource Search

There is a great deal of focus on preparing the next generation, however often misguided on how to do this. In this webinar, attendees will learn:The important questions that must be answered first in order to effectively prepare the next or rising generationThe important distinction between developing Life IQ versus Financial IQThe principles and practices needed by both the "parent" and "next" generation in the preparation process

In this webinar, attendees will learn:What is a captive insurance company and why a client might form oneThe taxation and legal aspects of a captive -- including IRS safe harbors, revenue rulings and case law historyProfiles of clients that have structured captive insurance companiesPotential pitfalls of the captive insurance strategy and what to avoid

With increasing interest in “crowdfunding”, this webinar will separate fact from fiction in this emerging asset class.

Developing great family leaders is a process, not an event. Leadership success is often measured by knowledge, skills and abilities coming together at critical times. This webinar will explore the benefits of playing to one's strengths in leadership and talent development, pitfalls to avoid, and the keys to being an extraordinary family leader.

One of the most frequent “keep you awake at night” questions for wealth owners is how to raise responsible, motivated and independent next generation children? In this provocative webinar, Coventry Edwards-Pitt shares highlights from her recently released book “Raised Healthy, Wealthy and Wise”. Rather than focusing on the challenges of being wealthy, Coventry shares actual stories of families that have successfully raised children amid wealth and what works – and doesn’t work.

Critical to a multi-faceted investment strategy is benchmarking, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders. During the First Quarter of 2014, Family Office Exchange collected data to better understand asset allocation and performance and to delve into areas such as alternative investments, the investment decision-making process, and the use of consultants.

Given the statistical likelihood that many FOX participants are related to or work with someone with a behavioral health issue, this webinar broaches a difficult but real topic that is encountered by many in the FOX community: Addiction and chronic behavioral health issues. It will bring to light the connection between money and addiction, signs and symptoms indicating there may be a problem and the sensitive matter of how to raise concerns about behavioral health issues with individuals and in family meetings.

Recruiting the right talent in a family office is widely known to be one of the most challenging and important initiatives a family can face. However, retaining that talent once an individual is hired is even more critical for successful operations. Studies have shown that 30-50% of newly-hired executives fail and leave an organization within 18 months of joining (Source: Mercer Delta). Renee Neri and Michelle Nasir of Heidrick & Struggles will be discussing the importance of developing and implementing a robust onboarding and integration program.

Given the increasing trend towards global mobility, many international families have members who in the United States or are United States citizens by virtue of birth in the United States. There can be significant estate planning and tax risks at stake if the subtle (and not so subtle) implications of residency are not clearly understood. This webinar will address Residency - facts and circumstances test for U.S. Estate and Gift Tax reporting purposesWorldwide income tax for US Citizens and residents vs.

Even the most sophisticated families and family offices find themselves challenged at one point or another by discerning what constitutes high quality advice, staying on top of best practices, and understanding when and how State of the Art providers deliver superior value. At the 2013 FOX Thought Leaders Council Summit, industry leading advisors and sophisticated family office executives identified hallmarks of State of the Art advice that cut across the various disciplines of family wealth management.