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9 results found
Seminar 5: Being an Effective Trustee and a Responsible Beneficiary
Publish Date:
Oct 28 2019

A trustee of family trusts must understand the legal duties and deliver them with a keen appreciation of family dynamics. We will discuss the range of trustee and beneficiary responsibilities as well as practical tips for making the trustee-beneficiary relationship work effectively. Members will share their experiences as trustees.Katherine Dunlevi...

The Engaged Beneficiary: What You Need to Know
Publish Date:
Oct 28 2019

What does it mean to be an engaged and responsible beneficiary? We will explore the roles and responsibilities of a trustee, and learn from a father-daughter team about how they make the trustee-beneficiary relationship work. We will understand the roles each party plays and how to effectively approach trust-related communications.Robert Hammett, V...

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...

2023 FOX Foresight - Three Forward-Thinking Families and Their Learning Approaches
Publish Date:
Jan 17 2023

Discover different learning approaches taken by three families who partnered with a FOX consultant to develop their human capital, engage the next generation, and create a culture of learning at an early age. These three vignettes exemplify best practices and trends in family education, including the formalization of family learning.

2025 FOX Foresight: Leaning into Learning: Four Top Practices of Enterprise Families
Publish Date:
Jan 24 2025

The Five Capitals, Wealth 3.0, and the prevalence of Chief Learning Officers in family offices underscore a growing recognition among UHNW families of the value of investing in their human capital. Cultivating skills, stewardship, and personal growth is foundational for a legacy led by an educated, empowered family collective. We explore why learni...