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8 results found
The Evolving Role of the Wealth Advisor
Publish Date:
Jul 16 2020

Moderated by FOX’s David Toth, we’ll hear from three prominent wealth advisors regarding the advisor role, how they see the role evolving, the technology influencing what they do and how they do it, and the skill sets they seek in the next advisor generation. Presenters: Thomas P. Melcher, Managing Director, Director of Family Wealth, Glenmed...

Tax & Estate Update: How Clients are Responding to the Recent Tax Law Changes
Publish Date:
Jul 24 2018

Since the Tax Cuts and Jobs Act was released at the end of 2017, family office and multi-family office professionals have been struggling to understand what all this means for their clients’ situations and circumstances. This session draws on the experience of two industry experts and the work they are doing with their clients as they evaluat...

2017 Estate Planning Update
Publish Date:
Feb 01 2017

FOX’s annual estate planning review session for 2017 featured Tom Abendroth of Schiff Hardin and Susan Gell Meyers of Warner, Norcross & Judd. They led FOX participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 51st Annual Heckerling Institute on Estate Planning. Key legislati...

Urgent FOX Webinar - Is the Clock Ticking for Valuation Discounts? - IRC Sec. 2704
Publish Date:
Sep 07 2016

The announcement of proposed regulations under Internal Revenue Code Section 2704 has many families and their advisors scrambling to mitigate the potential impact the regulation could have on their estate planning efforts. Owners of family businesses have traditionally relied on valuation discounts to curb the estate and gift tax burden associated ...

Track 4 - ADVANCING THE FAMILY TRUST - Lessons Learned When Forming Private Trust Companies
Publish Date:
Oct 22 2015

Establishing a Private Family Trust Company (PFTC) is a significant step in a family’s evolution from managing its wealth to institutionalizing its family governance, trustee processes and strategic direction as a family enterprise. In this session, the PFTC Network community comes together for a discussion around lessons learned when forming...

2024 FOX Foresight: Future of Family Wealth Advice
Publish Date:
Feb 03 2024

The family wealth industry is at a strategic inflection point with a future that’s both bright and turbulent. Wealth professionals will face challenges driven by the rising complexity of the families they serve and the imperative to evolve quickly and serve a broader range of their clients’ needs and expectations. &nbsp...