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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...

Two leading tax and legal advisors provide a global perspective on pending changes in regulation in many countries. They identify strategies for consideration based on alternative scenarios that may occur across jurisdictions and the impact this has on planning for the financial family and the private family enterprise. This presentation was origin...

In an age of increased travel, easy access to information and global economic instability, personal security is a major concern for all wealth-owning families. In this 2010 FOX Financial Executives Forum presentation, a family office executive shares her experience in coordinating a security audit with a professional risk consultant to de...

Family office executives are always looking for ways to improve their financial reporting packages and their client relationships. In response to member requests, FOX organized a Best Practice Reporting Workshop in April 2010. Twenty members of FOX’s Financial Executives Network gathered in Chicago to learn about how one’s learning style impa...

A growing number of families use social networking sites to stay connected and share personal and business information. For ultra-wealthy families, however, the risks involved with public websites can be significant. In this 2010 FOX Financial Executives Forum session, Mr. Thijssen reviews how advancements in technology make the creation of a famil...

You don’t want to miss this 2009 FOX Fall Forum session to learn how a private trust company structure can significantly increase the odds of a family implementing its transitional strategic plan through effective governance. The session will deliver valuable information on U.S. private trust company structures and cross-border private trust s...

Affluent individuals and families are increasingly becoming targets of criminal activity, such as stalking, kidnapping, theft, harm and vandalism. Does your family use any wireless communication devices? Do you regularly check for spyware on your computers? How do you dispose of sensitive information? These are just some of the potential vulnerabil...

The key to any successfully operated wealth management organization depends on having the right talent in the right role. This 2010 FOX Fall Forum session includes a discussion of findings from recent FOX research that focuses on critical talent issues, such as recruiting, compensation and team structure. In addition, a family office executive will...

Compensation and benefits often represent more than 50% of expenses for multifamily offices and wealth advisor firms. In this presentation from the 2009 FOX Wealth Advisor Forum, you will learn the best ways that firms can source talent and structure short and long-term compensation to ensure staff continuity and firm profitability.

Find out what new products are available to family office executives to better respond to the needs of increasingly complex offices. in this 2009 Financial Executives Forum presentation, discover ways to more effectively utilize existing technology to improve business processes needed to fulfill the functions of a family office.

Avoid the pitfalls presented by employing domestic staff with practical advice from Teresa Leigh, founder of Teresa Leigh Household and Property Management in this 2009 FOX Financial Executives Forum session.

In this 2009 FOX Fall Forum presentation, Ellen Perry outlines four ways in which families of significant wealth can enhance their human capital, developing the skills and talents of the younger generation, strengthening family ties and enabling individual members and families as a whole to flourish for multiple generations.