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1082 results found
Non-Compete Agreements: A Helpful Tool If Structured Correctly
Publish Date:
May 25 2017

In a competitive global marketplace, employers across the United States spend countless resources attempting to set themselves apart and claim their share of available business opportunities. Against that backdrop, it is easy to understand why employers will do everything possible to protect the confidential information they have created and the go...

Update on Health Care Reform for Employer Plans: Top Ten Points
Publish Date:
Jun 01 2017

In May 2017, the House of Representatives passed the American Health Care Act (AHCA). Although at this point it is just a bill and not the law, the House bill provides insights into what the future may hold for employer plans. If the bill is passed, there are ten key points that impact employer-sponsored benefit plans, including modified continuous...

President Trump's Proposed Budget Signals Big Changes May Be Ahead for Employers
Publish Date:
Jun 09 2017

President Trump’s recently released proposed budget for Fiscal Year 2018, titled “A New Foundation for American Greatness,” has numerous points of interest for employers, including proposals to: cut the Department of Labor’s budget; slash the budget and workforce of the National Labor Relations Board; reduce the budget of th...

The Future of Work—A Journey to 2022
Publish Date:
Jun 19 2017

Tremendous forces are radically reshaping the world of work. Economic shifts are redistributing power, wealth, competition and opportunity around the globe. Disruptive innovations, radical thinking, new business models and resource scarcity are impacting every sector. Businesses across the world are beginning to understand that they need a clear an...

Without You at the Helm—Is Your Family Ready to Manage Your Wealth?
Publish Date:
Jul 05 2017

Research indicates that multigenerational involvement is the single most important factor in sustaining family wealth into the third generation and beyond. Furthermore, the families that most successfully integrate younger members into their family operations seem to share the same philosophies and core values. It’s a family enterprise mindset that...

Coping and Complying with the New SEC Regulations
Publish Date:
Oct 18 2011

In this 2011 FOX Fall Forum session, key lobbyists and attorneys shared how the new SEC regulations apply to single family offices and outline options for offices that do not qualify for exemption.The new SEC rule defining “family office” and exemption qualifications are as favorable as wealth owners and family office executives could hope. The SEC...

Financial Regulatory Reform and Single Family Offices
Publish Date:
Jul 13 2011

At the the 2011 FOX Financial Executives Forum, the president of the Private Investor Coalition describes how this group of 65 single family offices has worked with Congress and the SEC to secure a broad definition of family offices under terms of the Dodd-Frank Act. The new SEC rule defining “family office” and exemption qualifications are as...

Time-Sensitive Estate Planning Options
Publish Date:
Jul 13 2011

Wealth owners have an 18-month window of opportunity to capitalize on gift, estate, and generation-skipping tax provisions of the 2010 Tax Act. In this session at the 2011 FOX Financial Executives Forum, a noted trusts and estates attorney recommends what to do now. From now until the end of 2012, couples have an opportunity to seize on a gift...

The New Global High Wealth Unit of the IRS
Publish Date:
Jul 14 2011

Many individuals are wondering whether the IRS intends to use its new audit unit to develop tax enforcement cases. A former high-ranking executive with the IRS provides answers in this 2011 FOX Financial Executives Forum presentation.The IRS has created a new enforcement unit and hired nearly 3,000 examiners specifically to audit wealthy taxpa...

Case Study: An Analysis of Cost for Family Offices
Publish Date:
Jul 14 2011

In this 2011 FOX Financial Executives Forum session, two family offices report on what they learned from their analysis of the costs they incur in meeting the needs of the families they serve. A carefully designed cost/time study is key for family offices in pinpointing cost drivers and inefficiencies in resource utilization as well as in...

Shaping the Future with Technology
Publish Date:
Jul 14 2011

Get a glimpse of the family office of the future and the technology employed in securing, managing and distributing data. This 2011 FOX Financial Executives Forum session also looks at how to make the most of existing technology. Conduct periodic assessments of your technology to ensure it aligns with your business goals. Even incremental chan...

Benefits Plan Preventative Maintenance: SPD Delivery and the Benefits of a Wrap Plan
Publish Date:
Jul 03 2017

Employers and employees have a lot to think about and keep track of when it comes to health benefits. One of the most obvious, but often troublesome issues, is telling employees just what those benefits are. Employers who provide health benefits are required by law to tell employees what the available benefits are and to do so in plain terms that a...

Creating an Effective Cyber-Protection Plan For Your family Office
Publish Date:
Aug 21 2017

The internet and connected devices are transforming the world, mostly for the better. But for all the advantages cyberspace brings, there are also growing risks for businesses and families, all of which are relevant for family offices. We’re all vulnerable, but wealthy families are particularly attractive targets in the eyes of cybercriminals...

Trust Structure Considerations for Family Offices
Publish Date:
Feb 01 2011

This presentation given at the workshop, "The Evolution of the Small Family Office: Models for Sustainability," covers popular trust structures that promote family involvement, education and succession, and important family considerations and provisions relating to trusts. It also reviews ways to preserve investment management flexibility for a fam...