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Have you ever wondered whether an Advisory Board is right for your family owned company? Join us for this webinar as we explore the reasons an Advisory Board can be a valuable addition to your business' governing board. We'll discuss the key aspects of an advisory board, how it differs from a governing board, and the impact it will have on your company. Janelle Brittain, of the Dynamic Performance Institute, will identify the important factors in establishing and running an Advisory Board and how to determine its success on your business.

Every family faces a time when for one reason or another individual family members have to learn how to live off a finite level of wealth. Whether that necessity is prompted by the termination of a trust or the sale of a business, living off a portfolio requires a new mindset and new responsibilities for family members who are accustomed to ongoing distributions. What are the key things to plan out, monitor and prepare for to ensure your portfolio enables you to meet your long and short term financial goals?

Life Insurance is a valuable planning tool for families that is too often comprised of a patchwork of policies purchased from an assortment of agents and owned by an ensemble of entities. Changing family needs and deteriorating policy performance contribute to the confusion which threatens the effective use of this tool. This risk is addressed by the Life Insurance Steward, a new industry role dedicated to the coherent, holistic evaluation and management of life insurance assets.

One of the most highly valued services provided by FOX is our annual family office benchmarking study and associated reports that we provide to family offices. In this program you will learn why we conduct this study each year and the evolution of this initiative. One of the most valuable take aways we are sharing with you today are the six dimensions of family office performance and the family office report card.

With all of the news about foreign state intrusions into U.S. systems, it’s easy to forget that there are other risks. Family offices and wealth advisors are more likely to be targeted by commercial hackers, disgruntled insiders and cyber attackers. Is your Family Office doing the right thing to protect you and your family’s confidential and sensitive information? Are you and your family putting yourselves at risk?

You may have heard the phrase "succession is a process, not an event," but what does this really mean in practice? Listen to our February 6 presentation as we explore leadership succession in the family enterprises as experienced by the Houghton family. Karen Neal, Managing Director at Family Office Exchange will moderate a panel including James Houghton, sixth generation family leader and Marianne Young, CEO of Market Street Trust Company, the Houghton's family office.

Join us for an inside look at ultra-high-net worth global investors and the processes they employ to make investment decisions and oversee their portfolios. This timely information has been culled from several FOX sources including our most recent annual investment benchmarking results. Accompanying this data, we will share the FOX perspective, investor insights and stories to highlight key points. We will take a forward looking approach on views by investors on economic sentiment, opportunities and risks, and alternative investments among others.

One of the largest areas of complexity and one that creates a great challenge for family offices is timely and accurate reporting. External providers, like custodians, investment managers, and tax advisors provide financial information to family offices to download into the best consolidating reporting option they have available. But what are the latest technology reporting options available to family offices? What are the challenges of integrating new systems?