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1260 results found
Creating a Family Learning and Development Program
Publish Date:
Oct 23 2017

This is a segment from the 2017 FOX Fall Forum seminar, Family Learning Programs: Designing for Engagement You can view the full video of the seminar, or explore more clips from it here:FOX Learning Center VisionSara Hamilton, Founder & CEO, Family Office ExchangeGroup Exercise on Family Readiness and Benefits of LearningKim Schn...

Engagement and Lessons Learned
Publish Date:
Oct 23 2017

This is a segment from the 2017 FOX Fall Forum seminar, Family Learning Programs: Designing for Engagement You can view the full video of the seminar, or explore more clips from it here:FOX Learning Center VisionSara Hamilton, Founder & CEO, Family Office ExchangeGroup Exercise on Family Readiness and Benefits of LearningKim Schn...

Health & Welfare Benefits in an Evolving Landscape – Concerns, Risks, and Trends
Publish Date:
Oct 18 2017

In the not-too-distant past, it would have been unimaginable for health care coverage to be a point of political debate. Today, Health and Welfare (H&W) benefits, while once only a “perk”, are becoming an integral part of an integrated total compensation package.Employee/contractor status, plan eligibility, operations, and compliance requiremen...

Managing Risk Inherent in Direct Investments
Publish Date:
Sep 13 2017

When families and family offices become involved in direct investments, whether as lead or coinvestors, they take significant additional risks that need to be appropriately managed. Such risks include regulatory exposure and potential lawsuits from coinvestors, employees and other stakeholders in the investee companies, and sellers and potential bu...

Navigating the Healthcare Marketplace
Publish Date:
Jul 27 2017

Originally presented at the July, 2017 FOX Regional Member Briefing in Philadelphia, PA.Presenter:Meg Bricker, Principal, Mercer

BREAKOUT D: Matters of Security: A Family Case Study
Publish Date:
Jul 19 2017

In today’s ever-connected world, security threats continue to evolve while the sources of threats remain elusive and sophisticated. In this session, our security expert, John Lugiano, will share designs on systems and processes he has successfully implemented to analyze and mitigate personal, physical, and cyber-related security threats. Thro...

Assessing the Threat: Cyber Incidents and Identity Theft
Publish Date:
Jun 14 2017

As more and more of our daily tasks are accomplished in the digital realm, the possibility of a cyber incident and subsequent identity theft continues to increase. Understanding the potential impact such incidents can have on a family office or business is critical when determining how to deter such threats and mitigate identity theft. Watch t...

Changing Stories, Resolving Conflicts: Building Resilient Family Offices
Publish Date:
Apr 12 2017

Family businesses thrive when collaborative learning and stakeholder engagement remain high. In this environment, resilience increases enabling all levels of the organization to assess threats and respond effectively to crises. Effective decision-making (growing assets, good outcomes) also develops in this setting, facilitating the development of a...

Securing Family Offices with a 360° Risk Profile
Publish Date:
Mar 22 2017

This webinar discussed how high net worth families and their respective offices, as well as family-owned and operated businesses, are facing increasingly complex security risks in both the physical and cyber domains. Family offices are particularly attractive cyber targets not only because they manage significant financial assets, but also based on...

Family Communications & Interactions - How Can Technology Help the Modern Family Office?
Publish Date:
Nov 30 2016

A Family Office is all about providing a tailored, bespoke experience to the family. How does a family office extend that into the digital world? Technology tools, when properly implemented, can provide the personalization needed to create a greater sensation of comfort and higher satisfaction for the family. The right offering can demonstrate...

Understanding Dynamic Geopolitical Events and Risks
Publish Date:
Oct 27 2016

In order to effectively reduce their risk profiles, families of wealth must understand how they may be impacted by geopolitical events. General Hayden is uniquely positioned to bring the level of sophisticated insights families and their advisors need to build a comprehensive view of global risk. In this session, General Hayden will explore the tec...