Webinars

These 90-minute sessions provide briefings from experts on a variety of topics. CPE credit is available for many programs.

February 2017

Feb 01 2017
FOX’s annual estate planning review session for 2017 will feature Tom Abendroth of Schiff Hardin and Susan Gell Meyers of Warner, Norcross & Judd. They will lead FOX participants through a thoughtful discussion of some of the most important...

Title Date Price
Investment Policy Statements Dec 07 2016 $159.00
Family Communications & Interactions - How Can Technology Help the Modern Family Office? Nov 30 2016 $159.00
Highlights from the 2016 FOX Family Office Compensation & Benefits Survey Nov 16 2016 $159.00
Succession - Taking a Broader View Nov 09 2016 $159.00
Oversight and Governance of the Trust Company Oct 05 2016 $159.00
Private Equity - Is the Fun Over? Sep 28 2016 $159.00
The Science of Growth: Understanding & Improving Startups’ Probability of Success Sep 14 2016 $159.00
FOX Public Webinar - The State of the Ultra Wealth Advisory Business Sep 08 2016 $0.00
Urgent FOX Webinar - Is the Clock Ticking for Valuation Discounts? - IRC Sec. 2704 Sep 07 2016 $159.00
Today’s Trustee The Art and Science of PFTC Fiduciary Responsibilities Aug 24 2016 $159.00
Evaluating Private Equity Funds Aug 17 2016 $159.00
Beyond Spreadsheets and QuickBooks: Embracing Integrated, Automated Process Management to be a Better Risk Manager for the Family Aug 10 2016 $159.00
A Mid-Year Investment & Political Outlook Jul 27 2016 $159.00
Communicating Across Generations in the Workplace Jul 13 2016 $159.00
Internal Controls: Assessing Risks and Implementing Solutions Jun 29 2016 $159.00
FOX Public Webinar - Technology in the Family Office Jun 22 2016 $0.00
Top 10 Security Risks to Family Offices and Family Business and Best Practices for Mitigation Jun 15 2016 $159.00
Is Cash King? Jun 01 2016 $0.00
Office of the Beneficiary May 25 2016 $159.00
2016 FOX Global Investment Survey Highlights May 11 2016 $159.00
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

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