2015/10/14 Webinar - Making the Right Hire: Thinking More Broadly About What's Important in the Recruiting Process

Great companies are made of great people. Yet all too often we read about—or experience—the negative impact of a bad hire. Money, productivity, client success and staff morale can all suffer. Of course, we don’t intend to make a bad hire. But multiple priorities and pressing deadlines make us myopic in the recruiting process. We just want to fill the role, and we focus only on a candidate’s...




2015/11/04 Webinar - Fiduciary Conflicts of Interest in the World of PFTCs: A Lurking Concern

The organizational structure of a Private Family Trust Company, or PFTC, has several roles that need to be filled. As a result, there is substantial risk that, absent preventative measures, the actions of the PFTC as fiduciary could be voidable by a trust beneficiary based on a conflict of interest. 
Rob Galloway, a national team leader of BakerHostetler’s Private...



Title Date Price
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
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
Reinventing the Performance Review Apr 22 2015 $159.00
2015 FOX Global Investment Survey Webinar Apr 08 2015 $159.00
Before the Data Breach: Planning Ahead to Minimize Risk Mar 25 2015 $159.00
Providing Perspective: Five Predictions for the Family Office of Tomorrow Mar 11 2015 $159.00
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


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