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During this webinar, you’re invited to join Susan McDermott, Head of Family Office Solutions, Peter O'Brien, Vice President of Sales, and Eric Weikert, Senior Director, of Addepar for a first-hand look at the process of finding and executing a new portfolio reporting and analytics platform. At the end of this webinar, attendees will be able to:

With elections around the corner and the year-end quickly approaching, this webinar provides an essential review of key trust provisions and powers to deal with political, economic, tax and family uncertainty. The focus will be on maximizing control, flexibility, asset protection and privacy for the grantor and the family beneficiaries. The discussion will cover strategies appropriate for year-end planning- both modernizing older, pre-existing trusts as well as drafting new trusts.Attendees will learn:

What you don’t know can hurt you. Learn how to use effective trust mapping as tool to help you identify missed opportunities in planning. Learn best practices on how to use a one page diagram to help you gain clarity around the current wealth transfer plan and spot opportunities for improvement.

This live, interactive event for FOX members is intended to share investment ideas, deals under way, or opportunities being considered. This session will feature discussions with select investors on their current thinking, as well as peer dialogue to enable shared learnings.

This session featured Paige Cornetet Afendoulis, founder of Millennial Guru and a G4 family member and entrepreneur. Her work focuses on identifying people’s natural strengths and putting them in the workplace.

An interactive discussion with FOX members on Strategic Planning in a Time of Uncertainty. During this virtual event, members will be able to share ideas, questions, and solutions for operating in the months ahead.

Peter Mahler founded Mahler Private Staffing over 30 years ago. He and his team have staffed the homes and family offices of over 1,000 of America’s leading families. Join Peter as he discusses the challenges and opportunities that Covid-19 has presented to our clients - including best practices for managing live-in household staff, ‘come and go’ household staff, and family office and other support personnel who are working from home. He will also discuss how clients are adapting to this new environment and the ways that interviewing, hiring, and on-boarding practices have evolved.

Trusts are often used for tax efficient wealth transfer and liability protection. In exchange for these benefits, however, trusts create certain obligations. Rooted in ancient times, the rules governing trusts are not always intuitive. Understanding their genesis can help us better understand the roles and responsibilities they create and how to apply them apply in a modern context. Whether you are a trustee, beneficiary or thinking of creating a trust, understanding the basics of how a trusts is created and the roles and responsibilities that result, is critical to their success.

We recap a live, interactive discussion with FOX members about Managing Stress. Most everyone has been experiencing some form of stress and anxiety since the Covid-19 outbreak – whether about catching the virus or the social and economic impact. For family office staff, uncertainty about how the workplace will accommodate these concerns is creating ongoing stress and anxiety as well.

Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous generations. Social media, easy access to information through search engines, and dramatically different expectations call for creative ways for families to raise financially mindful children.