2015/03/05 Webinar - Insights from the Wealth Advisor Council

Join us for a webinar on Thursday, March 5 when Charlie Grace, FOX Managing Director, will review:
  • key challenges and trends in the wealth management industry
  • service offerings and delivery
  • pricing and...




2015/03/11 Webinar - Providing Perspective: Five Predictions for the Family Office of Tomorrow

While no one really knows what the future will bring, global research data can provide a perspective on what may become reality. Kirby Rosplock, Ph.D., author of The Complete Family Office Handbook, will guide participants through statistical evidence indicating trends that may impact the family office of tomorrow.




2015/03/25 Webinar - Before the Data Breach: Planning Ahead to Minimize Risk

Join us for an in-depth examination of how to best prepare for new threats and issues relating to data security. The program will guide FOX participants through different types of data breaches, including external threats (hackers, etc.) and internal ones (thefts of proprietary information, employees leaving the family office, etc.) These breaches have the...




2015/04/08 Webinar - 2015 FOX Global Investment Survey Presentation of Findings

Critical to a multi-faceted investment strategy is benchmarking, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders. During the First Quarter of 2015, Family Office Exchange collected data to better understand asset allocation and performance and to delve...

Title Date Price
The Client of the Future: Advising Millennials Feb 25 2015 $159.00
Key Trust States’ Innovative Proposals Supporting Private Family Trust Companies and Family Trusts Feb 11 2015 $159.00
2015 Estate Planning Update Jan 28 2015 $159.00
Wealth Advisor Selection Jan 21 2015 $159.00
It’s More Than Cash – Key Compensation Strategies to Attract and Retain Long-Term Talent Dec 10 2014 $159.00
Social Investing: A Conversation About the Journey Nov 19 2014 $159.00
2014 FOX Family Office Benchmarking Highlights Nov 12 2014 $159.00
Preparing the Next Generation for Your Family Wealth Journey Oct 15 2014 $159.00
Risk Management - Understanding Captives Oct 08 2014 $159.00
De-mystifying Crowdfunding: Global Developments and Opportunities for Family Offices Oct 01 2014 $159.00
Talent Development: Building Extraordinary Family Leaders Sep 17 2014 $159.00
Raised Healthy, Wealthy & Wise Sep 10 2014 $159.00
Building a Board for Your Private Trust Company Aug 20 2014 $159.00
2014 FOX Investment Survey Presentation of Findings Jul 16 2014 $159.00
Managing More than Money: Navigating Addiction, Mental Health and other Failure to Launch Issues in High Net Worth Families Jul 09 2014 $159.00
Talent Management & Acquisition – Why Onboarding Matters Jun 25 2014 $159.00
Tax and Estate Planning Issues of Multijurisdictional Cross-Border Families Jun 11 2014 $159.00
Mind the Gap: What Are the Key Service Differentiators in the Family Wealth Management Industry? May 21 2014 $159.00
Transitioning to Implementation – The Impact of the Affordable Care Act on Your Family May 14 2014 $159.00
Administering the Private Trust Company: Key Issues to Consider May 07 2014 $159.00
Trends in the Private Equity Secondary Market Apr 30 2014 $159.00
CRM Solutions - Interoperability with Existing FO Systems Apr 09 2014 $159.00
Recruiting and Retaining Executive Talent - Process Driven Best Practices Mar 26 2014 $159.00
Becoming ONE…Navigating the Complexities of the Blended Family Mar 12 2014 $159.00
Finding Investment Opportunities: The Year of the Alligator, Contrarian Opportunities in 2014 Feb 26 2014 $159.00


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