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FOX CEO Peter Moustakerski sat down for a video interview with long-time FOX member Ray Dalio. He is the founder of Bridgewater Associates, the world’s largest and most successful hedge fund. Ray is a legendary investor, global macro innovator, thought leader, and best-selling author of several books. During the fireside chat, Peter and Ray talk ab...

In this special report, Northern Trust experts provide policy analysis for each potential United States election result—as well as steps that can be taken to prepare for all outcomes. Read the report for insights into planning for Divided Government, Unified Democratic, Unified Republican, and Delayed or Contested results. Along with having a goals...

Over the next 18 months, many of us will be extensively planning for two approaching deadlines: the Corporate Transparency Act (CTA) reporting slated for December 31, 2024 and the sunsetting of bonus transfer tax exemptions under the Tax Cuts and Jobs Act (TCJA) on December 31, 2025. Hear what family offices and UHNW families are thinking about as ...

As families and family offices grow and become more complex, attracting the right talent to deliver and manage services requires compensation plans that are competitive and keep pace with an evolving workforce. This session will offer fresh perspectives, based on our 2024 Compensation and Benefits Study, to help family offices creat...

As the new U.S. federal landscape takes shape, this outlook report is designed to provide key insights into policy implications and how they may impact various industries in 2025, including agriculture, energy and environment, healthcare, tax, technology, trade, and transportation and infrastructure.

At some point on your family journey and through the key life stages, you may take a step back and realize the wealth and legacy you’ve created are going to live on for generations. As you begin to reflect, you can look to the legacy and estate planning guide in this Digest as a starting point. You’ll also find helpful checklists, thoughtful questi...

At some point on your family journey and through the key life stages, you may take a step back and realize the wealth and legacy you’ve created are going to live on for generations. As you begin to reflect, you can look to the legacy and estate planning guide in this Digest as a starting point. You’ll also find helpful checklists, thoughtful questi...

Artificial Intelligence (AI) is everywhere, and how organizations implement it into their workflow can be limitless. In fact, human resource departments are already deploying AI services for such tasks as resume screening, onboarding, training, and research. AI’s ability to collect and analyze data has enabled HR departments to streamline their wor...

Rick Rieder, CIO of the largest asset manager in the world joins us to share his perspectives across asset classes and global markets. We will cover key topics such as the US & global economic outlook and opportunities across public and private investment strategies, including sectors expected to outperform and an overview of the key macr...

Join this engaging session on a variety of topics related to the human capital of a family office. The first half will cover trends in the workforce and labor market, from the challenges of a multi-generational team to compensation and family office career paths. Our second half will be dedicated to fielding audience questions so come prepared to s...

With the return of the Trump administration, observers expect meaningful changes in political direction and economic and tax policy, but specifics and timing are unknown. Given the degree of uncertainty, investors should remain diversified and focus on both risk and liquidity management. Within private equity, deals that emphasize operational impro...

Growth is at the top of the menu for finance leaders as Grant Thornton’s CFO survey shows that the uncertainty associated with the U.S. election in 2024 has given way to unrestrained optimism about the U.S. economy and meeting business goals. Other results from the survey were broadly aligned with high growth expectations—and with the transformatio...

The transition from 2022 to 2023 has been met with significant economic challenges, leaving employers to contemplate and prepare for workforce reductions. This guide provides a quick access to the Terminations of Employment sections from the Global Employer Guide 2023 where you will find additional employment policies across nearly 20 countrie...

In today’s global economy, more companies than ever have employees in numerous countries, often relying on a mobile global workforce to expand into new markets and meet strategic and operational needs. This updated Global Employer Guide includes basic outlines of employment requirements in nearly 20 countries in a concise table format that all...