Webinar Replays

These 90-minute expert briefings on a variety of topics provide the opportunity for remote learning on the latest trends and solutions

Title Date Price
Introducing the Power of Appointment Support Trust: An Innovative Approach to Tax Planning Apr 27 2016 $159.00
The ABCs of the Family Office Apr 21 2016 $0.00
Addressing the Top 10 Compliance Issues Facing Employers in 2016 Apr 13 2016 $159.00
Three Steps for Smooth Family Business Succession Mar 30 2016 $159.00
Cloud Technology: Enhancing Family Office Infrastructure and Operations Mar 16 2016 $159.00
Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market Mar 02 2016 $159.00
Spectrum of Investment Decision Making Feb 17 2016 $159.00
2016 Estate Planning Update Feb 03 2016 $159.00
Succeeding Through Disruption Jan 20 2016 $159.00
An Alternative to QuickBooks in the Family Office Dec 16 2015 $159.00
Alternative Investments – Planning for Efficiency and Greater Access in 2016 Dec 09 2015 $159.00
2015 FOX Family Office Benchmarking Survey Highlights Nov 18 2015 $159.00
Fiduciary Conflicts of Interest in the World of PFTCs: A Lurking Concern Nov 04 2015 $159.00
Making the Right Hire-Thinking More Broadly About What's Important in the Recruiting Process Oct 14 2015 $159.00
Engaging the Family Office in Impact Investing Oct 07 2015 $0.00
Using Technology to Identify and Address Behavioral Bias in Investment Decisions Sep 30 2015 $159.00
Financial Update: Global Issues Impacting FOX Families Sep 16 2015 $159.00
Managing Culture with the Clarity, Behavior & Results You Need Aug 19 2015 $159.00
Regulatory Challenges for the PFTC in the FATCA/FINRA Era Aug 12 2015 $159.00
1031 Exchange Solutions & Investing in Private Placements Jul 29 2015 $159.00
Social Media: The New Liability Frontier Jul 08 2015 $159.00
Accounting Technology in the Small to Medium Family Office Jun 17 2015 $159.00
Institutional Currency Management - Myths and Realities Jun 03 2015 $159.00
Family Meetings: Communication, Education and Family Cohesion May 20 2015 $159.00
Director and Trustee Pay Plans: Increasing Responsibility and Governance Impact May 06 2015 $159.00

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