2015/06/03 Webinar - Institutional Currency Management: Myths and Realities

Family offices are examining asset classes for future return opportunities, but almost all of their options seem expensive in the wake of quantitative easing. With expected returns also looking challenging, more investors are taking a look at alternative investments and uncorrelated returns. Currency markets are increasingly seen as providing both, and are in turn garnering more...




2015/06/17 Webinar - Accounting Technology in the Small to Medium Family Office

Selecting the appropriate accounting software is one of the most challenging IT decisions for a firm. Yet many enter the process without having a full understanding of their business/technical requirements, or of the software evaluation/selection process and solution implementation best practices, and this lack of knowledge typically leads to the selection and implementation of under- or...
Title Date Price
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
Wealth Advisor Selection Jan 21 2015 $159.00
It’s More Than Cash – Key Compensation Strategies to Attract and Retain Long-Term Talent Dec 10 2014 $159.00
Social Investing: A Conversation About the Journey Nov 19 2014 $159.00
2014 FOX Family Office Benchmarking Highlights Nov 12 2014 $159.00
Preparing the Next Generation for Your Family Wealth Journey Oct 15 2014 $159.00
Risk Management - Understanding Captives Oct 08 2014 $159.00
De-mystifying Crowdfunding: Global Developments and Opportunities for Family Offices Oct 01 2014 $159.00
Talent Development: Building Extraordinary Family Leaders Sep 17 2014 $159.00
Raised Healthy, Wealthy & Wise Sep 10 2014 $159.00
Building a Board for Your Private Trust Company Aug 20 2014 $159.00
2014 FOX Investment Survey Presentation of Findings Jul 16 2014 $159.00
Managing More than Money: Navigating Addiction, Mental Health and other Failure to Launch Issues in High Net Worth Families Jul 09 2014 $159.00
Talent Management & Acquisition – Why Onboarding Matters Jun 25 2014 $159.00
Tax and Estate Planning Issues of Multijurisdictional Cross-Border Families Jun 11 2014 $159.00
Mind the Gap: What Are the Key Service Differentiators in the Family Wealth Management Industry? May 21 2014 $159.00
Transitioning to Implementation – The Impact of the Affordable Care Act on Your Family May 14 2014 $159.00


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