Don’t miss this in-depth tax, trust, and estate planning update. Recent trust and estate litigation cases will be examined, as well as trust and fiduciary state laws. Current UHNW tax audit practices will be addressed in addition to a discussion on how to manage the tax challenges that come along with states trying to tax beneficiaries who live in different locations than their trusts. Discover what to watch out for and what you should consider doing to protect the clients you serve.
2022 FOX Family Office Forum
Overview
Tuesday, Jul 12, 2022 - 04:00am
Wednesday, Jul 13, 2022 - 12:00pm
If you are looking to register for the 2022 FOX Family Forum, October 24-26 in Atlanta, GA, please click HERE.
Join your family office peers at the 2022 FOX Family Office Forum! This program will bring together various c-suite family office executives and senior managers, including HR, legal, tax and technology heads as well as family members, to discuss the most critical challenges and opportunities that family offices are dealing with. Family office experts will provide case studies, stories, and presentations that allow attendees walk away with concrete ideas on how to enhance the operations of the family office and positively impact the families they serve. From tax, legal, and risk management considerations, to talent and family office operations, this forum has something for every family office executive to learn from.
Highlights on the forum agenda include:
- A panel discussing how family offices can address talent challenges plaguing the industry
- Sessions on how to create a family office compensation program and how to manage outsourced services
- An expanded 2022 trust, tax, and estate planning update
- An exploration of the current family office regulatory landscape
- A breakout session on family office technology
- A showcase featuring FOX members that advise family offices in unique and specialized ways
- Expanded time for peer dialogue among similar family offices
- UHNW insurance considerations including rising P&C premiums and the impact of changing policies
- A keynote on the importance of developing a holistic, impactful strategic plan
“Highly timely topics and excellent speakers discussing how to be better professionals in supporting our families and teams.” – 2021 Forum Attendee
“It's a great way to stay connected with your peers and stay up to speed on technical and soft issues.” – 2021 Forum Attendee
Who Should Attend
In-Person registration for this event is for single-family office, multi-family office and wealth advisor members of FOX. All registrations are subject to approval by FOX.
Please note that forum credits or a registration fee will be required to attend in-person. Additional discounts are available for multiple members of your firm to attend in-person. Please contact your relationship manager or events@familyoffice.com for more information.
For questions regarding in-person attendance eligibility please contact your relationship manager.
All FOX members may attend virtually, with unlimited attendees from your family office or firm.
Please note qualified non-members may register to attend this event virtually. Please contact FOX for more information.
Forum Pricing
| In-Person | Virtual | ||
| Member | Member | Non-Member | |
| Individual Attendees | Forum Credit or $2,500 | Unlimited | $895 |
| Multiple Attendees from the same firm | Forum Credit or $2,250 | N/A | |
Virtual Registration
Members opting to attend virtually may do so by clicking the Credit Card option below. You will not be asked for a credit card at the end of registration, the system only needs a payment option selected in order to proceed.
Registration is now closed. If you would like to attend in-person or virtually, please reach out to us directly at events@familyoffice.com.
Region
Location
Chicago, IL and Virtually
Video Replays and Materials
From potential family office regulations to the Corporate Transparency Act, it seems new proposed legislation impacting family offices will continue to emerge. This panel will examine the legislative shift that is placing the burden on family offices as well as what the implications are to existing and future family office structures, compliance, privacy, and reporting. Panelists will also discuss what is being done in Washington to bring an industry voice and balanced perspective.
Welcome to Day 2 | 2022 FOX Family Office Forum
Publish Date
Welcome to Day 2 of the 2022 FOX Family Office Forum. Scott Muench, Market Leader, Financial Families, FOX
Managing Rising P&C Premiums in an Evolving Insurance Landscape | 2022 FOX Family Office Forum
Publish Date
This session will help attendees understand how to manage the challenging insurance market including steeply rising insurance P&C premiums and canceled policies. Speakers will discuss how to keep premiums down as much as possible and how to work with brokers to ensure you’re considering the best strategies for dealing with this challenging insurance environment.
When a strategic plan is developed with the family's values and mission in mind, it can serve as a family-endorsed and impactful roadmap. In this event session, hear about FOX's work with developing a vision and mission statement, and from a seasoned family governance expert who has worked with families and family offices to create proven strategic plans that are driven by the core values and mission of the family itself.
As Family Offices evolve and become more complex, attracting the right talent to deliver and manage services requires compensation that is competitive with other professional firms. Join this session to discover how family offices can create a compensation program that attracts unrivaled talent to serve the family. Eric Gonzaga, Principal, Human Capital Services, Grant Thornton Ken Cameron, Director, Human Capital Services, Grant Thornton Moderated by Peter Leo, Director, Human Capital, FOX
Many family offices choose to outsource services for a variety of reasons including their inability to hire in-house staff for all areas of service. This session will feature panelists with family office outsourcing experience in functions like tax compliance, payroll, human resources, bill pay, and more. Scott Metsch, Pulver Metsch, LLC Amjed Saffarini, CEO, Maestro Moderated by Peter Moustakerski, CEO, FOX
It’s no secret the UHNW world is facing a myriad of talent challenges, from increased outsourcing to designing competitive incentive and compensation programs, to convincing the family that the office needs more staff. Join a panel of trusted family office advisors with deep family office HR experience as they address these often-nuanced situations.
Get up to speed on the latest results from FOX’s compensation and benefit survey. Glen W. Johnson, President of Membership, FOX Hilary Leav, Director, Insights & Research, FOX