2015/04/02 Webinar - The Client of the Future: Advising Millennials

Join us as Amy Hart Clyne identifies five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the family. While this generation of young adults have essentially the same needs as their parents and grandparents, their expectations for how those needs will be...




2015/04/08 Webinar - 2015 FOX Global Investment Survey Presentation of Findings

Benchmarking is critical to a multi-faceted investment strategy, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders. During the First Quarter of 2015, Family Office Exchange...




Owner/Operator Council Investment Conference Call

The FOX Owner/Operator Council is composed of family members who serve as the CEO of their formal or virtual single family office.
The purpose of this council is to provide a forum for these leaders to test ideas, get peer advice, and learn from appropriate experts to improve their performance in managing the family’s wealth and preparing the family for the future....
Title Date Price
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
Administering the Private Trust Company: Key Issues to Consider May 07 2014 $159.00
Trends in the Private Equity Secondary Market Apr 30 2014 $159.00
CRM Solutions - Interoperability with Existing FO Systems Apr 09 2014 $159.00
Recruiting and Retaining Executive Talent - Process Driven Best Practices Mar 26 2014 $159.00


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