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

May 2016

May 11 2016
For anyone who’s been asked, “So, how did we do last year?”, this webinar gives you a benchmark unlike any other in the form of peer perspective. Join FOX investment experts, Amy Hart Clyne and Karen Clark to find out what we learned in the 2016...

May 25 2016
As families prepare for an unprecedented $30 trillion transition of generational wealth, the focus is turning from “WHAT” needs to be done to the all-important “HOW” this will occur?  Jay Hughes, author, strategist and sculptor of knowledge on the...

June 2016

Jun 01 2016
Description forthcoming...      

Jun 15 2016
The rise of new technology platforms has brought many new options for connecting and communicating in recent years. However, some of the most popular channels, namely texting and instant messaging, have not been available to advisors whose hands...

Jun 29 2016
Description forthcoming...

July 2016

Jul 13 2016
For the first time in modern history, four generations are represented in the workforce. Each group has its own distinct characteristics, values and attitudes toward work. These differences can lead to misunderstandings and increased conflict,...

Jul 27 2016
For serious private investors, the definition of success is more than investment performance. The process of drafting an investment policy statement (IPS) goes a long way toward (1) identifying what success looks like by documenting key factors...

August 2016

Aug 10 2016
Several forces have converged to make a secure document sharing platform that can be accessed remotely an essential infrastructure component in the modern family office. Family members are often geographically dispersed. Data privacy matters...

Aug 17 2016
Description forthcoming...

September 2016

Sep 14 2016
Description forthcoming...

Sep 28 2016
Description forthcoming...  

October 2016

Oct 05 2016
In a competitive hiring environment, attracting, retaining and motivating the kind of people who can sustain your organization can be especially challenging. To be attractive as an employer, you may need to think differently about how you pay...

November 2016

Nov 16 2016
Description forthcoming...

December 2016

Dec 14 2016
Description forthcoming...

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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