Webinar - Office of the Beneficiary


Wednesday, May 25, 2016 - 10:00am to 11:30am CDT

As families prepare for an unprecedented $30 trillion transition of generational wealth, the focus is turning from “WHAT” needs to be done to the all-important “HOW” this will occur?  Jay Hughes, author, strategist and sculptor of knowledge on the impact wealth has on families will guide the FOX community on an exploration of the Office of the Beneficiary and a comprehensive discussion on the distributive function of their trusts.
Utilizing guidelines established in his books, Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators; The Cycle of the Gift: Family Wealth and Wisdom; and Family: The Compact Among Generations, the discussion will include answers to questions such as: How do you enhance the office of the beneficiary? How does the office of the beneficiary relate within a family’s “trustscape”? How does the office of the beneficiary increase a trust’s capacity to enhance the life of its beneficiaries? How does the office of the beneficiary enable a trust to be a “gift of love”? and How does the office of the beneficiary help integrate a “meteor” so that it is a gift and not a transfer? 
All FOX families, family office staff and advisors who have families with trusts would benefit from such a candid and open dialogue with Jay Hughes. This webinar is hosted by the Family Office Exchange Private Family Trust Company Network

  • Speaker(s)

James (Jay) E. Hughes, Jr., Esq., Author

Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co-author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom and The Voice of the Rising Generation, both published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees, Beneficiaries, Advisors and Protectors".  In addition, he has written numerous articles on family governance and wealth preservation and a series of Reflections which can be found on his website jamesehughes.com.   He was the founder of a law partnership in New York City specializing in the representation of private clients throughout the world and is now retired from the active practice of law.  He has spoken frequently at numerous international and domestic symposia on the avoidance of the shirtsleeves to shirtsleeves proverb and the growth of families’ human, intellectual, social, spiritual and financial capitals toward their families’ flourishing.  He has authored various Forwards to multiple published works and has been cited in the New York Times, the Wall Street Journal and various professional journals.  
He is a member of boards of various private trust companies, an advisor to numerous investment institutions, and a member of a number of private philanthropic boards.  Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones, Day, Reavis and Pogue.  He is a graduate of the Far Brook School, which teaches through the Arts, The Pingry School, Princeton University and The Columbia School of Law.  He is a counselor to the Family Office Exchange and recipient of its Founder’s Award.