Search Results

As employee retention is key to success, and workplace culture plays a critical role in retaining staff, this webcast will provide proven ideas to create an engaging culture beyond financial compensation. By the end of this webcast, attendees will be able to: Identify benefits, compensatory and non-compensatory, and training opportunities t...

Join FOX for a lively discussion addressing the roles and obstacles of the rising generation, with author and innovator in financial education and well-being for families, Joline Godfrey, and FOX’s Director, Relationship Manager, Heather Abramson. We will highlight vexing obstacles the rising gen faces, the possibilities for claiming one’s roles an...

In April of 2023, FOX released the Rising Gen Research Brief, the findings from rising gen focus groups, and a survey, conducted in 2022. This session will dive into the data through the lens of our rising gen panelists. We will learn how they experience, work through, and address the rising gen challenges in their lives and families. By discussing...

When a young inheritor announces that they have met “the one,” the wheels of the wealthadvising industry whir into motion, with families and advisors discussing prenups, onboarding, and whether to include the new partner in family wealth discussions. But amid all of this, there is a young couple in love. How do we nurture this new union and foster ...

As the importance of retaining high-performing employees becomes more apparent in a challenging economy, employers should examine what they offer employees beyond financial compensation. Speakers will share the pros and cons of employee benefits to consider such as hybrid work environments, mental health services, parental leave, nursing mothers' p...

We are entering a New Era in Family Wealth. The New Era represents a distinct shift in families’ needs and priorities. Family wealth has long been defined mostly in financial terms, which led to growth and protection of the family’s financial capital as the overriding priority. Today, here is an emerging desire by more families to focus on purpose,...

Our annual cybersecurity update will discuss one of the leading cybersecurity risks to your firm and your clients—ransomware. With the instances of ransomware attacks rising every day, wealthy family offices are particularly attractive targets to cybercriminals. In this webinar, Baker Tilly Cybersecurity Principal Joe Shusko provides insights on ma...

Forging a close relationship among siblings during childhood is hard enough, but as siblings become adults, the development of disparities in wealth can challenge even the strongest relationships. In business-owning families, the potential ramifications not only affect the personal lives of the immediate family, it can also disrupt the alignment of...

Ransomware will continue to be a top security concern in the coming years because of its ease of use and high profitability. For those unfamiliar with ransomware, it’s a type of malicious software (also known as malware) that, when downloaded to a computer, encrypts files so they can no longer be accessed without paying a ransom to the cybercrimina...

Runaway data growth is probably one of the greatest risk factors facing organizations today. With many organizations struggling to deal with the rapid explosion of data, coupled with increasingly aggressive regulatory enforcement, how should they drive change in information governance to achieve operational efficiencies and guard against data breac...

In a rapidly evolving virtual world, many family offices are revising or creating document retention practices to make sure they have secure access to critical personnel and family financial records. Through a series of FAQs and a checklist of what documents to retain, you can ensure that you have an up-to-date document retention policy as part of ...

From phishing emails and identity theft to fraudulent money transfer requests, cybercriminals continue to find new ways to target individuals and their assets. This fundamentals checklist and recommendations can help protect you, your family, and your assets.