Webinars

Feb17

Wed

Register

Webinar - Spectrum of Investment Decision Making

Aligning the advisory relationship with the family’s objectives is as much an art as a science. Many families don’t realize that a wide spectrum of advisory relationship structures exist, and that they have the ability to design and customize a relationship that best suits them. Where a family falls on the spectrum is most commonly driven by the family’s desired level of involvement...

Mar16

Wed

Register

Webinar - Cloud Technology: Enhancing Family Office Infrastructure and Operations

Family offices have complex technology needs related to security, compliance, integration, mobility, and business continuity.  These complexities coupled with limited staff and resources have many family offices considering cloud computing as a way to address these challenges.  
 
Steven Draper and Justin Kapahi will discuss how family offices are leveraging cloud...

Mar30

Wed

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Webinar - March 30, 2016

Information forthcoming...

Apr13

Wed

Register

Webinar - April 13, 2016

Information forthcoming...

Apr27

Wed

Register

Webinar - April 27, 2016

Information forthcoming...

Title Date Price
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
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

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