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Now that the final regulations are out on the Affordable Care Act’s employer responsibility requirement, employers have a lot of decisions to make about how to implement these requirements. The Affordable Care Act experts—April Goff, Tony Kolenic and Norbert Kugele with Warner Norcross & Judd LLP —will help you understand the requirements and how they will impact your organization. The webinar will include discussions of the following issues:

Join us for a look at the keys to successfully administering a private trust company (PTC). Chuck Schultz, national partner of McGladrey’s Estate and Gift Practice, will offer insights regarding what to do, and maybe more importantly, what NOT to do in order to run a long-term successful PTC enterprise. Topics include:

The webinar will examine the private equity secondary market, a private market where specialist managers purchase interests in existing private equity funds. Join the session at a time when many investors are becoming aware of secondaries as a portfolio construction tool. The session will examine many features of the secondary market such as the following: How big is the secondary market? What factors are driving its rapid growth? Who sells private equity commitments in the secondary market, why and how?

Family offices and wealth advisors have a greater need for integrated CRM solutions enabling them to:deliver consistently exceptional and highly personalized serviceseamlessly coordinate cross-functional activitiesmanage multifaceted relationships among the families they serve and their trusted advisorsIn this webinar, Chris Martinez, CFP® of Oakbrook Solutions will focus on key considerations for:assessing needs, readiness, and selecting a CRM solutionintegration and interoperability of existing CRM systems within the

Have you considered what it will take to recruit the next generation of leadership to lead your family office to success over the next 15-20 years?Successful recruitment and retention of your office’s most critical roles takes forward thinking, a considered approach, long-term planning, and a methodical process that is structured to identify the best talent. Linda Mack, Founder and President, and Lisa Ryan, Managing Director, of Mack International, LLC will lead a dialogue on best practices and proactive planning for recruitment of key talent.

Fostering effective communication and gaining consensus in the family governance and estate planning/execution is never an easy task. Whenever the complexities of a blended family are introduced into the dynamics, whether the family is blended by adding in-laws to the governance system or through re-marriage, the scene is ripe for conflict if not proactively managed.

The strong performance in developed markets equities over the past few years has created a number of divergences between markets (Alligator Jaws) which history tells us will eventually revert to the mean and close the disparities.

The vast majority of the wealthy actually come from middle-class or working-class backgrounds. When they find themselves in the wonderful but unfamiliar world of wealth like immigrants to a new land, the adjustment can be harder than expected. Plus, they must figure out how to raise children and grandchildren successfully in the family’s new circumstances. In this webinar, wealth psychologist Jim Grubman will discuss the concepts outlined in his groundbreaking book, Strangers in Paradise, including the parenting challenges facing wealth’s immigrants and natives.

In today’s post-ATRA world, planners are seeking insight on challenges and opportunities in this new environment. Tom Abendroth and Jim Steffel will guide FOX participants through the most significant legislative, regulatory and case law developments of 2013, as those developments were reviewed earlier this month at the 48th Annual Heckerling Institute and Estate Planning.

In 2013, U.S. Trust partnered with The Philanthropic Initiative to conduct research on philanthropy discussions between professional advisors and their high net worth clients. The findings show significant disconnects between advisor approach and client expectations. Are ultra high net worth families and their advisors aligned or are their conversations falling short of their potential? What lessons can be learned?