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To be successful, the family office and the family itself must be aligned in their objectives with clear definition of roles for each. Join us for this webinar as we define roles and responsibilities of family offices and families and how to set corresponding goals. We will emphasize a family office at its best, including an office that identifies opportunities, challenges and helps establish and preserve the family enterprise.

Custody of assets is a serious issue for investors and raises many considerations besides the safekeeping of assets. Listen into this webinar to hear the current landscape affecting custodians and family offices. Learn the differences among custody services and providers including pricing, borrowing against assets, reporting, and other issues. What should a family office look for in a custodian, including a global custodian? What are the components of a custodian agreement? What should you look out for when negotiating an agreement?

We are entering the third consecutive year in which estate and gift tax laws are in a state of significant flux. In addition, a new tax on investment income will go into effect as well as other significant tax changes. Listen to this webinar and hear two of the nation’s foremost estate planning experts share their insights, offer analysis and implications. Find out what these changes mean for wealth owning families in the short and long term. How should families plan for the future? Are there other legislative changes coming our way?

Many of you know, the American Taxpayer Relief Act of 2012 was quickly passed by Congress and signed into law by President Obama. What you may not know are the implications of those changes and what you can expect in the future. Listen in to this teleconference to hear Lisa Whitcomb from Glenmede explain the personal income tax and business tax changes that impact families and family offices. This discussion will include income tax rates, investment income rates, rates for trusts and itemized deductions, S Corp recognition period, to name a few. Jeff Cook-McCormac fr

While art can imbue an otherworldly experience, there are real world issues to be addressed when collecting art to ensure its protection and survival for future generations. Join this webinar to hear specific security, risk management and financial considerations required to protect fine art and other valuable articles.

As competition increases, it’s even more important to differentiate, stay informed of industry trends and better understand where your firm measures up in relation to the industry. FOX recently launched a benchmarking initiative for MFO’s and advisors to provide the industry with high-quality data that would enable management teams to make better decisions and communicate more effectively with stakeholders. Join this webinar to hear the results that matter most to industry managers; profitability and growth, pricing strategies, teams and compensation.

This is a brief tour of the Family Office Exchange website.

Evaluating the cost and value of the family office is one of the family office board’s most important responsibilities. Making this happen each year is a challenge. FOX Family Office Benchmarking provides office executives and board members with a means of summarizing the work of the office and putting its value in perspective relative to family office peers.

One of the most important roles of a family office is that of family risk manager. There are many risks facing wealthy families and family offices should establish and maintain an effective risk management and internal control processes. View this program to learn why internal controls are important and what should be included in a risk management and internal control program. What are some common deficiencies uncovered during internal control assessments? How can you ensure effective organizational performance management and accountability?

The benefits of personal wealth come with complexity and heightened responsibility for the family and next generations.