Search Results

92% of heirs switch their advisors after receiving their inheritances. As the Baby Boomer generation prepares to transfer an unprecedented amount of wealth to the next generation, advisors have an opportunity to support their client families to creating successful successions—and to support the long-term, sustainability of their own practices—by ad...

Thanks to the Tax Relief Act of 2011, the gift tax exemption amount has increased from $1 million to $5 million. Participate in this webinar and learn about several legal and insurance planning techniques that can be applied to leverage the unprecedented two year gift tax window. Among the various options that will be discussed, the program will fo...

There are incredible wealth transfer opportunities for business owners, given the unprecedented high exemptions, low tax rates, and low interest rates that are in effect today. Listen in to this program as our speakers explore wealth transfer strategies that work best for family business owners to transfer wealth to the next generation and beyond. ...

The practical application of discretionary distribution provisions is one of the most difficult tasks a trust professional will face. It requires careful attention to the terms of the trust, an understanding of the legal framework for interpreting the terms, and the exercise of thoughtful judgment based on all the relevant facts.In complex, multidi...

Participate in this year’s estate planning update. This webinar is one of the most highly attended programs every year. Our speaker will share insights on recent legislative and regulatory developments that will impact estate planning in 2012 and beyond. This program will offer analysis and planning techniques on GST tax, death tax, gifts and estat...

The cost of the family office is an important aspect in the long term sustainability of wealth, although it’s not always well understood by family members. This webinar makes a compelling case for more effective communication about costs and provides office executives and family members with data and case studies to support conversations about valu...

Two family office executives. Similar mindsets. Different demographics. Different circumstances. Join this webinar to hear two family office executives articulate how they run the family office like a business. We will explore internal office processes as well as client facing activities while focusing on risk management and best practices. Finally...

In mainstream media coverage of America's health care system, it is commonly implied that wealthy patients are largely immune to health care challenges and risks. The conventional wisdom is often that simply by paying high premiums for private insurance (or by paying cash), patients can get the best care and avoid - or override - any health care pr...

Intra-family loans are becoming increasingly popular within the private wealth sector. In an ever-changing environment, this method takes advantage of low interest rates, provides more flexibility than commercial loans and minimizes tax consequences.In this program, Carol Kroch, Head of Wealth and Financial Planning at Wilmington Trust, will review...

The question isn’t: Will your family office have to restructure to comply with the Investment Advisers Act by July 21, 2011 (or after a short extension)? The question is: How extensively will your family office and entire family enterprise have to restructure?Our expert panel of speakers—combining decades of experience working with family offices—d...

The world of social media and social networking is growing at so fast a rate that it has become increasingly more challenging to stay current with the language and offerings. In this program we will explore the world of social media, examine the risks to privacy, legal liability and financial loss when we do not take the steps to properly exercise ...

92% of heirs switch their advisors after receiving their inheritances. As the Baby Boomer generation prepares to transfer an unprecedented amount of wealth to the next generation, advisors have an opportunity to support their client families to creating successful successions—and to support the long-term, sustainability of their own practices—by ad...

You may wonder why family offices and advisors need to know about social media. This online seminar will explain why it is critical for creating personal brands, attracting prospects for advisors, and staying on the right side of compliance issues.Marketing meets social media in a fast-paced and continuously changing environment. It’s increas...

Compensation and benefits are the largest expenses for multi-family offices and wealth advisors, often representing over 50% of the firm’s expenses.In this session – a reprise and continuation of research presented at the 2009 Wealth Advisor Forum – study leaders review FOX’s latest proprietary research into the “economics of talent”.Participants i...

According to the Substance Abuse and Mental Health Administration's (SAMHSA's) National Survey on Drug Use and Health in 2006, 23.6 million persons aged 12 or older needed treatment for an illicit drug or alcohol abuse problem (9.6 percent of the persons aged 12 or older).Most families face these issues at one time or another – but for high net wor...