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In this discussion, Boutique Matchmaker founder’s Cassindy Chao and Shannon Lundgren will discuss how singles can meet “the one” in a digital world. They’ll also shed light on how parents can assist the rising generation of never married young adults in their families. We invite rising gen, family leaders, family office staff and advisors to join t...

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data ...

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 ...

It’s no secret the UHNW world is facing a myriad of talent challenges, from increased outsourcing to designing competitive incentive and compensation programs, to convincing the family that the office needs more staff. Join a panel of trusted family office advisors with deep family office HR experience as they address these often-nuanced situations...

Many family offices choose to outsource services for a variety of reasons, including their inability to hire in-house staff for all areas of service. For insights on managing outsourced services, this session features panelists with family office outsourcing experience in functions like tax compliance, payroll, human resources, bill pay, and more. ...

If a premarital agreement is a prerequisite to getting married, doing all you can to ensure that your agreement will be upheld against a future challenge should be your guiding priority. Accordingly, there are some helpful tips—the do’s and don’ts—to consider with respect to a premarital agreement. When thoughtfully negotiated and wisely drafted, a...

In light of the high conflict nature of many divorces, and the cost and time associated with divorce litigation, many couples attempt to pre-plan for the possibility of a later divorce by executing a pre-marital agreement. The past, present, and future of pre-nups and post-nups highlight a process that attempts to minimize a couple's stress during ...

There are few issues in family business that create more conflict and tension than the employment of family members. The complexities involved and the breakdowns in communication and trust can contribute significantly to the alarmingly high rate of failed intergenerational transitions in family business. The good news is that there is a way for fam...

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...

The Family Office 5.0 model is changing how advisors deliver services. Strategic partnerships can help family office service providers better focus on delivering core value-added offerings. A roadmap toward that goal will help you meet the evolving needs of family offices and provide best-in-class services.

If you find your family office or growing business suffering from a lack of support in the technology department, then you may benefit from outsourcing IT. While some struggle to find room in the budget to add support staff, there are others continually adding staff only to realize they are unable to keep up with demand. An alternative to those iss...

Whether an employee leaves for another job or because the employer decided it was time for the employee to go, employers typically need to figure out how to replace a departing worker. Sometimes, the break is clean. Other times, it can be complicated. Regardless of the reason or circumstance, now-former employees may have post-employment obligation...

Nothing says, “I'm not sure our marriage will last,” like asking your new fiancé for a prenuptial agreement. This situation can be made even more touchy if the parents of the bride or groom are the ones insisting on the agreement. However, if approached positively and created thoughtfully, a prenuptial agreement can have benefits for both partners ...

Couples nearing marriage often confront challenging questions and must make difficult decisions around complex, emotionally charged issues. Somewhere in the process of sorting out financial and estate planning decisions, the question on whether to have a prenuptial agreement may emerge. Here are steps that you and your families may find helpful in ...

In today’s investment environment, family offices require full investment capabilities to achieve the returns required by wealth owners. As there are many non-investment activities happening in a family office setting, the build or outsource approach to investment resourcing should include saving on both the costs and time associated with running a...