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1302 results found
Authentication and the Internet-of-Things
Publish Date:
Jun 13 2018

A New Cybersecurity Paradigm Without Usernames & PasswordsCybersecurity has become a rapidly evolving chess game. Authentication is one of the key pillars of cybersecurity, as are data integrity assurances, firewalls, virus scans, and other security protections.In this session, learn how authentication evolved from the early days of "usernames ...

Longevity, Aging & Incapacity: Cutting-Edge Approaches to Managing Modern Risks
Publish Date:
May 23 2018

Be careful what you wish for—increasing longevity is bringing a host of unanticipated risks. Affluent families may now have active members spanning seventy years (ages 20 to 90), upending traditional succession and spending plans. Of greater concern is the risk of senior clients developing dementia, imperiling the wealth management relationsh...

Enhance Your Effectiveness by Refreshing Your Listening Techniques
Publish Date:
May 23 2018

In this interactive session, we’ll examine how adopting a listening framework and developing the skills to listen strategically can help elevate your effectiveness as an advisor. We’ll then connect the dots with real life examples of how executives have successfully applied a listening framework to communicate and resonate with clients ...

How Clients, Employees and Pricing are Transforming the Ultra-Wealth Business
Publish Date:
May 09 2018

After decades of anticipation, the tectonic shift of demographics that would lead to the enormous transfer of wealth, monetization of private businesses and the ushering in of a new workforce are here. Based on FOX’s most recent research and insights, Karen Rush, Managing Director of Membership, and David Toth, Managing Director of Wealth Advisors,...

Case Study - Knell Family Enterprise Strategy and Leadership Development
Publish Date:
May 16 2018

Upon the sale of the Knell family’s operating business, Harvey was confronted with a new set of challenges. How could he work to “let go early” like his father did so effectively, how he would support the transition of his family wealth, and most importantly to Harvey, how would he ensure critical skills were developed within his ...

2018 FOX Global Investment Survey Highlights
Publish Date:
Apr 11 2018

One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler joined us as she provides highlights of what we learned in the 2018 Global Investment Survey. She shared information on family offices' allocations and 2017 performance, took a deep dive as to how fam...

Considerations for Structuring Family Office Investment Companies and Operating Companies
Publish Date:
Apr 04 2018

This program is designed to enable FOX members to better understand if the businesses they work with should consider converting to or electing C corporation status in light of the Tax Cuts and Jobs Act, lowering the federal corporate tax rate to 21%. In this session, we explored:A Review of historic tax and nontax considerations related ...

10 Common Mistakes Managers Make
Publish Date:
Mar 21 2018

Managing individuals is tough, especially if they are family members or from a different generation. Managers are bound to run into situations that they feel ill-equipped to handle, which leads to mistakes that can cost the organization in time, talent, money, and reputation. In this session, we’ll explore the typical situations where managers can ...

Highlights from the 2017 Family Office Study – Benchmarking
Publish Date:
Nov 01 2017

Demonstrating the value of a family office is no small task. The pressing priorities of an office often leave little room to fully comprehend the impact of all moving parts. The 2017 FOX Family Office Study explored several key components of family office operations such as cost, governance structure, education and client experience. Join FOX’s Dir...

BREAKOUT 2: Age Healthy, Wealthy & Wise
Publish Date:
Oct 24 2017

Longevity is a gift only if you know how to use it. Covie will share insights from vibrant elders about the factors that allowed them to design meaningful later lives as well as the best practices that each of us can put in place today to ensure that our aging impacts our families more positively than negatively.Covie will lead us through a plannin...

BREAKOUT 4: Steering the Conversation on Business Succession
Publish Date:
Oct 24 2017

Learn how non-family business executives can lead discussions on succession and why you may want to facilitate this process. In this session, Charlie and Jonathan will share data and case studies from successful (and unsuccessful) successions at leading family enterprises and engage in a group discussion to help answer the following questions:What ...

Generational Transitions Journey
Publish Date:
Oct 20 2017

Family office executive, Jill Koosmann, with G5 family members, Katherine Hayes and Kate Tilney, will highlight how the family and office staff worked together to complete a significant generational transition. Learn how they worked together to meet the family’s current needs, while respecting the evolution of the family’s culture. By a...

SEMINAR 5: Putting Data into Action: Analyzing Key Components Of Your Family Office
Publish Date:
Oct 23 2017

If you’re looking for ways to compare your family office performance and demonstrate the value the office provides, this session is for you. FOX Benchmarking is designed to help participants celebrate their successes and identify changes to improve performance. Find out how data and insights from the newly released FOX Family Office Study app...

SEMINAR 1: Preparing the Individual, the Family, and the Family Business for the Future
Publish Date:
Oct 23 2017

Successful business-owning families know that a set of timely decisions is required to continually prepare and grow the family-operating companies. For the long-term success of the family, timely and thoughtful exploration of future planning for self and family is also required, but often overlooked. This session presents ideas and best practices f...

FOX Public Webinar: The Single Family Office and its Special Role
Publish Date:
Sep 28 2017

If you think you may need a family office to manage your family’s wealth or you want to take the family office to the next level, this webinar will help you find out what a family office does and what it takes to start and maintain one.During the webinar, you will learn about the concepts FOX has garnered working with financially successful familie...