Webinars

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

October 2016

Oct 05 2016
You’ve created a great trust structure, but is the family interested and engaged? To garner buy-in, interest, and commitment from the family the trust company structure must be designed in a way that is both functional and empowering for current...

Oct 19 2016
FOX will be launching FOXChat™ as the new platform for our online discussion groups. In addition to all the email functionality that members of our online discussion groups enjoy today, FOXChat will provide:   • Robust keyword search of active and...

November 2016

Nov 09 2016
Single family offices are increasingly faced with the topic of succession whether triggered by an upcoming departure of a family office executive or a broader transition in generational family leadership. Successfully navigating these transitions...

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
Private Equity - Is the Fun Over? Sep 28 2016 $159.00
The Science of Growth: Understanding & Improving Startups’ Probability of Success Sep 14 2016 $159.00
FOX Public Webinar - The State of the Ultra Wealth Advisory Business Sep 08 2016 $0.00
Urgent FOX Webinar - Is the Clock Ticking for Valuation Discounts? - IRC Sec. 2704 Sep 07 2016 $159.00
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

Pages

©2016 Family Office Exchange

Chicago +1-312-327-1200

New York+1-646-504-0776

London +44(0)207 520 9439