Webinar - Trends in the Private Equity Secondary Market

The webinar will examine the private equity secondary market, a private market where specialist managers purchase interests in existing private equity funds.  Join the session at a time when many investors are becoming aware of secondaries as a portfolio construction tool.  The session will examine many features of the secondary market such as the following: How big is the secondary market? ...




Webinar - Administering the Private Trust Company - Key Issues to Consider

Join us May 7 for a look at the keys to successfully administering a private trust company (PTC).  Chuck Schultz, national partner of McGladrey’s Estate and Gift Practice, will offer insights regarding what to do, and maybe more importantly, what NOT to do in order to run a long-term successful PTC enterprise. Topics include:

  1. Aligning compliance regulations to family governance...




Webinar - Mind the Gap: What are the Key Service Differentiators in the Family Wealth Management Industry?

Even the most sophisticated families and family offices find themselves challenged at one point or another by discerning what constitutes high quality advice, staying on top of best practices, and understanding when and how State of the Art providers deliver superior value.

At the 2013 FOX Thought Leaders Council Summit, industry leading advisors and sophisticated family office...




Webinar - Tax and Estate Planning Issues of Multijurisdictional Cross-Border Families

Given the increasing trend towards global mobility, many international families have members who live in the United States or are United States citizens by virtue of birth in the United States. The various complex issues and planning opportunities will be discussed by two tax experts in the field.

The following topics will be covered: 
CRM Solutions - Interoperability with Existing FO Systems Apr 09 2014
Recruiting and Retaining Executive Talent - Process Driven Best Practices Mar 26 2014
Becoming ONE…Navigating the Complexities of the Blended Family Mar 12 2014
Finding Investment Opportunities: The Year of the Alligator, Contrarian Opportunities in 2014 Feb 26 2014
Strangers in Paradise: How Families Adapt to Wealth Across Generations Feb 12 2014
2014 Estate Planning Update Jan 28 2014
Philanthropy – Let’s Talk About It Jan 22 2014
2014 Investment Outlook – The Key Themes of the New Year Dec 04 2013
Money and the Next Generation: How Thought Leader Families Raise Financially Fit Kids Nov 20 2013
Cloud Computing for Family Offices Nov 13 2013
Increasing the Probability of Successful Family Business Transitions Oct 23 2013
Aligning Investment & Trust Distribution Policy: Meeting Fiduciary Duty in a Total Return World Oct 02 2013
Talent Planning’s Impact on SFO/MFO Continuity & Growth Sep 25 2013
Family and Wealth Sustainability, The Five Step Process to Healthy Family Governance Sep 11 2013
Health Care Reform – Employer Mandate Delay: What’s changed, how is my organization affected and what’s next? Aug 07 2013
Technology in the Family Office: 2013 FOX Family Office Benchmarking Jul 24 2013
Is a Family Business Advisory Board Right For You? Jul 10 2013
You Control Your Own Destiny: Transitioning to Living Off a Portfolio Jun 26 2013
Emerging Trend: Standards for Managing Life Insurance as an Asset May 15 2013
Educating Families: Preparing for a Successful Future Apr 25 2013
How to Evaluate the Performance of Your Family Office Apr 18 2013
Cyber Security: Reducing Your Risk Profile Apr 17 2013
One Family's Leadership Succession Journey: Honoring the Past, Creating the Future Apr 09 2013
Evaluating and Selecting Your Wealth Advisors Apr 04 2013
An Inside Look at Global Private Investors and Their Investment Processes Apr 03 2013


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