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The Corporate Transparency Act Final Rule took effect on January 1, 2024. Hear the latest in terms of implementation of CTA and what other family offices are doing in order to gear up to comply with their initial BOI report obligations. Also, you will have the opportunity to get your questions answered and more during the presentation. The discu...

Join FOX for an insightful discussion with SEC Commissioner Hester Peirce. The Commissioner will share her thoughts on regulation impacting family offices, family businesses, and investments. Hester M. Peirce, SEC Commissioner Peter Moustakerski, CEO, FOX

Direct investors forging new paths into frontier investing will reveal the industries you should pay attention to and why. Join us for a conversation with expert panelists who will share the trends they’re seeing and provide invaluable insight into fast-moving and exciting spaces of next-generation wealth creation. Dave Mullen, Vice President, S...

Michael Saylor, Chairman and CEO of MicroStrategy and the largest public company investor in Bitcoin, shared his experiences and approach to adding Bitcoin to his company’s balance sheet. He also shared his insight on Bitcoin energy usage, safety, and the current regulatory framework. Michael Saylor, Chairman and CEO, MicroStrategy Moderated by...

This conversation centered around all things Digital Assets including, but not limited to, the current and future applications of stablecoins and how they are regulated, crypto credit lending, and what risks to look out for. Patrick Corker, Vice President Finance, Treasury and Corporate Development, Circle Moderated by Nick Rhoads, FOX Advisory...

Hiring domestic staff such as nannies, personal assistants, and housekeepers can expose you to liability issues and danger from unscrupulous employees. It is important to understand your areas of vulnerability and take steps to protect your family and your finances. Whether you hire your own employees or the family office hires them, three often ov...

One of the main components of investment management is an Investment Policy Statement (the IPS) that serves as a strategic guide to the planning and implementation of an investment program. It is a road map that defines roles and responsibilities and lays out directives for keeping investments aligned with a stated purpose. A good IPS includes seve...

Your employee benefits plan is likely one of your organization's largest expenses and one of your most important for attracting and retaining employees. To help you prepare for open enrollment season, this checklist will assist with your compliance obligations.

The Corporate Transparency Act (the CTA) is the first significant update to the U.S. anti-money laundering laws in 20 years and gives FinCEN significant authority to adopt necessary regulations to implement the provisions of the CTA. Under this new compliance environment, there will be new burdens—including the filing of “beneficial ownership” info...

Lawmakers have passed the Corporate Transparency Act (CTA) to help in the ongoing fight against fraud, corruption, terrorism financing, and money laundering. The CTA contains significant new federal reporting obligations, and it may have an especially onerous impact on estate planning for those who accomplish their planning goals through the u...

On September 30, 2022, the Department of the Treasury issued final rules addressing the scope of the reporting requirements for beneficial ownership and control of entities provided under the Corporate Transparency Act (CTA), which creates more clarity for families looking to understand their reporting requirements and potential exceptions. While t...

A large and growing cohort of next generation (next gen) investors in the Asia-Pacific (APAC) are preparing to take on the responsibility of managing their family’s wealth and take on an active role in maintaining sustainable generational success. While there is no standardized playbook for establishing family sustainability, next gen investors and...

Designed to help your board take practical steps toward strengthening your organization's cyber risk, this data privacy and governance checklist outlines the basics for understanding your current data protection posture regarding the handling of personal and sensitive data. With the questions and responsibilities from the checklist, you c...

From Australia to United States and many places in between, this Global Employer Guide reflects an easy-to-read summary of employment law that changed in each country over the past year, including pandemic-related changes where applicable. Visa processes, employee rights, contract requirements, transfer of business considerations, privacy standards...