We have the answers

Search Results

0
Clear Search
For best results use double quotes in the search field and the filters.

Topics

Authors/Contributors

Resource Types

547 results found
The Trustee Risk Crisis and Its Impact on Finding/Selecting the Best Trustees
Publish Date:
Oct 03 2014

Private Trust Companies were created and constantly evolve to meet the needs of wealthy families for trustees not adequately met by the traditional alternatives of institutional and individual trustees. The foundations for choosing the right trustee for a family are(i) identifying the role they need their trustee to play, and(ii) understandin...

Reporting Realities: Overcoming Today’s Biggest Challenges
Publish Date:
Jul 22 2014

To make decisions about the future, families need reports that provide a full view of their integrated risk exposure and their allocation across all family entities. Yet such aggregate reports remain the elusive Holy Grail of our industry. It is often promised by product providers, but product capabilities often still fall short of expectations. On...

Tax and Estate Update*
Publish Date:
Jul 17 2014

In our most in-demand session, experts will share the latest updates in estate laws and taxes that family office executives need to watch for in 2014 and beyond.

Voice of the Wealth Owner: Investment Priorities and Performance
Publish Date:
Apr 25 2014

How are wealth owners managing the investment process? Who is making investment decisions, and what kind of results did those decisions yield in a year where the S & P 500 returned 32%? Using recent FOX research, Sara Hamilton will answer these questions and share 2013 asset allocation and performance data for survey participants. She will revi...

Key Family Leadership Responsibilities: Understanding Your Role as the Optimal Advisor
Publish Date:
Apr 25 2014

Peter Drucker has famously stated that "management is doing things right; leadership is doing the right things." The challenge of that statement of course is identifying what should be done and your capacity to accomplish the ‘right things’. The Family Office Exchange in partnership with Vantage Leadership has initiated a stud...

Becoming the Optimal Advisor – Narrowing the Gap between Sales Promise and Service Delivery
Publish Date:
Apr 24 2014

In today’s burgeoning Family Office Industry marketplace, the key word is “Integration”, yet, many firms have not yet learned how to deliver true Integrated Family Wealth Management. Firms often silo their offerings creating tremendous inefficiencies and costs for the client while simultaneously missing tremendous opportunities. S...

Financial Capital: Integrating Investment Planning Strategies
Publish Date:
Apr 24 2014

In today’s increasing complex global investment marketplace there is an incredible diversity of investment opportunities—each with their own underlying risk/reward characteristics. The Optimal Advisor is now more challenged than ever to assimilate the most effective strategies for the families they serve while continuing to minimize the...

Future Owners of Impact: Empowering the Younger Generation
Publish Date:
Oct 24 2013

Future Owners of Impact: Empowering the Younger GenerationDanielle Oristian York, Director, 21/64 The next generation can bring unique skills and perspectives to the philanthropic community. However, the prospect of engaging the next generation can be daunting. Next-generation family members have grown up with access to broader opportunities f...

Owners of Impact - Families That Make a Difference
Publish Date:
Oct 24 2013

With wealth comes responsibility—a challenge that daunts some families, but inspires others. Two families, from the myriad of FOX families who engage their wealth in high impact activities, shared their personal stories of what they did more, better and differently to initiate a Butterfly Effect within their family and community. Below ...

All for One and One for All: The Family Leadership Challenge
Publish Date:
Oct 24 2013

Carl Robinson, Ph.D., Managing Partner, Vantage Leadership Consulting In a family enterprise, the greatest challenge is to engage family members effectively in leadership roles and governing board participation. The development of future leaders in the family is critical to its future, and the leaders' participation in family governance is...

Transferring Business Ownership
Publish Date:
Oct 24 2013

Transferring Business Ownership: How to Prepare the Family for a Smooth TransitionStephen G. Salley, Of Counsel, Greenberg Traurig, LLC.; Mark Nash, Partner, PwC Private Company Services and Karen Neal, Managing Director, Consulting, Family Office Exchange A recent PwC study on family business owner trends indicated that more than ...

The Spirit of the Gift: Giving Wisely to Family Members
Publish Date:
Oct 24 2013

The Spirit of the Gift: Giving Wisely to Family MembersKeith Whitaker, Ph.D.; Susan Massenzio, Ph.D., Wise Counsel Research Associates Many parents fear that gifts to family members lead inevitably to entitlement. Giving wisely can avoid that result and turn gifts into a force for growth. Keith Whitaker and Susan Massenzio will share som...

Taking the Long Term View: Building a Hundred Year Family Enterprise
Publish Date:
Oct 24 2013

Speakers: Sara Hamilton, Founder and CEO, Family Office Exchange and Dennis Jaffe, Ph.D., Saybrook University While most family wealth is newly created, families increasingly look ahead and want to design a multi-generational future that balances all aspects of their family capital. This session will identify the building blocks for a str...

For-Warned is For-Armed: The Value of Due Diligence
Publish Date:
Oct 24 2013

For-Warned is For-Armed: The Value of Due DiligenceMatthew P. Morris, Director, Grant & Eisenhofer PA; and Charles B. Grace III, Senior Consultant, Family Office Exchange In the world of alternative investments, it is important for investors to protect themselves and know their rights. This session will explore strategies such as how to ex...