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

September 2016

Sep 07 2016
The announcement of proposed regulations under Internal Revenue Code Section 2704 has many families and their advisors scrambling to mitigate the potential impact the regulation could have on their estate planning efforts. Owners of family...

Sep 08 2016
There has been a 15% drop in the pricing of wealth management services for ultra-high net worth prospects since 2012. What is the cause of this and the other trends shaping the ultra-wealth advisor market? FOX director of advisor research David...

Sep 14 2016
As family members, office executives and advisors work to instill an entrepreneurial mindset in their family's ventures, it's critical for them to understand the phases startups go through. They also need to understand the best practices to refine...

Sep 28 2016
With record levels of dry powder, and a larger number private equity firms competing for deals, private capital markets have become increasingly efficient.  In this session, we’ll discuss whether there is still value to be had and if so, where and...

October 2016

Oct 19 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 07 2016
Description forthcoming...    

Dec 14 2016
This may be the time to reconsider emerging markets. However, predicting the recovery and growth of emerging markets has proven to be hazardous. Our speaker will address key drivers and discuss which regions/countries look most promising.

Title Date Price
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
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


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