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With climate disclosures like TCFD (the Task Force on Climate-related Financial Disclosures) being mandated across the globe, it’s time for risk management professionals to prepare for it. This playbook explores climate-related disclosures through the lens of risk and insurance, providing you with the information, specialist insight, disclosure req...

The new year brings unique opportunities for families and their offices, but it can also create new obstacles to navigate. FOX has identified three dominant themes that will drive disruption and opportunity for families of wealth, their family offices, and their professional advisors. We call them the “3Ts” – transitions, talent, and technology. Wi...

As we approach the two-year mark since the COVID-19 virus first hit and start to envision a “new normal,” Family Office Exchange (FOX) has identified three dominant themes that will drive disruption and opportunity for families of wealth, their family offices, and their professional advisors. We call them the "3Ts” – transitions, talent, and techno...

It's not news to family office hiring managers that prepandemic employment challenges have only become more intense. COVID-19 just fanned an existing flame of empowerment and flexibility demands. Salary is no longer a potential hire’s biggest concern. When the postpandemic conversation becomes less about where work is done and more about how (and h...

The biennial 2022 Compensation and Benefits Report is designed to help family office board members and executives assess the office’s compensation plan. The report highlights key family office compensation and benefits areas, and provides invaluable perspective on your office’s plan relative to your peers. This year’s survey was, once again, dev...

Some trends move slowly until they reach a point of inflection, at which time they seem to accelerate at almost blinding speed. So it has been for the rapid emergence of The New Era of Family Wealth. The departure from the past has been driven by four trends (transitions, talent, technology, and time) introduced by FOX in January of 2022. As these ...

The evolution of cybersecurity threats is increasing at a rapid pace and becoming more sophisticated as they leverage the same advanced technologies and methodologies as cyber defense tools. No longer are cyberattacks focused primarily on financial incentives, they are also aiming at maximizing operational disruption. With the continuing cyber t...

In this podcast episode of "Corporate Transparency Talk," tax attorney Alan Granwell with Holland & Knight, offers a high-level overview of the Corporate Transparency Act (CTA), highlighting its aim to make companies disclose their real owners to fight illicit financial activities like money laundering and terrorism. Mr. Granwell explains how t...

For foreign families and individuals who are interested in investing in the United States, there are key factors to consider. In this 10-minute interview, attorney Ruben Diaz of Foley & Lardner joins Brian Lucareli to discuss in-bound investing and top-of-mind issues when helping clients through the process of investing into the U.S. from Latin...

In the world of Family Offices, anything is possible and the professionals hired to do the unthinkable have to be problem solvers, agile, and absolutely committed to the cause. Most importantly, they have to be the right Cultural Fit, which most Family Office professionals believe is more important than qualifications in the hiring process. With...

In this podcast episode of, litigation attorney Eddie Jauregui is joined by corporate attorney Michael Titens to discuss a federal court decision involving the Corporate Transparency Act (CTA). In the case, the plaintiffs challenged the constitutionality of the CTA and Congress' ability to enact it, with the court ruling against the government in e...

The importance of meeting U.S. tax and reporting deadlines cannot be overstated. With the IRS continuing to strengthen its efforts to enforce compliance with initiatives specifically targeting foreign information reporting, this U.S. reporting checklist by Kozusko Harris Duncan can help family advisers and trustees of foreign trusts determine what ...

The Corporate Transparency Act (CTA) is effective as of January 1, 2024. If a U.S. entity is not exempt, it is a reporting company and must file a “Beneficial Ownership Information” (the BOI). The same is true for a foreign entity registered to do business in a U.S. state. Given the penalties for failure to file, identifying reportable individuals ...

Being a fiduciary for your organization’s retirement plan doesn’t have to be complicated or overwhelming. However, it does require careful oversight to mitigate risk and help participants meet their retirement goals. With the use of this checklist that should be reviewed on an annual basis, employers can better manage their retirement plan responsi...

With the new administration in the U.S. and its focus on various parts of the Tax Cuts and Jobs Act (the TCJA) and the estate tax, changes are expected amid the balancing of competing considerations. In this 10-minute interview, Jason Kohout, partner and co-chair of the Family Offices group at Foley & Lardner, and John Strom, federal lobbyist a...