2015/08/12 Webinar - Regulatory Challenges for the PFTC in the Post FATCA/FINRA Era

As the use and acceptance of Private Family Trust Companies (PFTCs) proliferates, there is renewed interest in their associated regulatory issues and challenges—especially in the post-Foreign Account Tax Compliance Act (FATCA)/Financial Industry Regulatory Authority (FINRA) era. With the intent of creating greater transparency through strengthened information reporting, it is expected that...




2015/08/19 Webinar - Managing culture with the clarity, behavior, and results you need

Culture is a hot topic.  It was the Merriam Webster “word of the year” in 2014 and it’s particularly critical in family offices. Learn the culture fundamentals that are often overlooked but are the key to effectively deal with problems, challenges, and goals across a team. Culture is also the critical for effective hiring, engagement, and retention.  You’ll be actively engaged in completing a...




2015/09/30 Webinar - Behavioral Finance Applied: Using Technology to Improve Process & Discipline in the Investment Process

Behavioral finance identifies patterns in the way a portfolio manager invests and it enables the distinction between luck and the various aspects of investment skill. The use of decision support software can assist portfolio managers in executing and improving upon their own investment processes by helping convert the patterns detected into intelligible insights that the portfolio manager...
Title Date Price
Social Media: The New Liability Frontier Jul 08 2015 $159.00
Accounting Technology in the Small to Medium Family Office Jun 17 2015 $159.00
Institutional Currency Management - Myths and Realities Jun 03 2015 $159.00
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


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