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870 results found
Toward New Possibilities in Threat Management
Publish Date:
Jun 16 2017

Today, more business and IT executives are implementing dynamic threat intelligence and information sharing to shift cybersecurity and privacy capabilities from reactive to proactive. They understand that they can build business advantages and customer trust by detecting, responding to and mitigating cyberthreats in real time. Addressing those thre...

The Future of Work—A Journey to 2022
Publish Date:
Jun 19 2017

Tremendous forces are radically reshaping the world of work. Economic shifts are redistributing power, wealth, competition and opportunity around the globe. Disruptive innovations, radical thinking, new business models and resource scarcity are impacting every sector. Businesses across the world are beginning to understand that they need a clear an...

Eight Key Points to Maximizing Business Value
Publish Date:
Jun 21 2017

No matter what stage of the business cycle you are in, you should always have a defined strategy for your business operations and potential exit. For many family business owners, the sale of their business will be the single largest transaction of their lives. Yet many enter this transaction not fully prepared. To ensure you maximize your sale, the...

The 10 Most Common Employment Mistakes in Family Business
Publish Date:
Jun 26 2017

There are few issues in family business that create more conflict and tension than the employment of family members. The complexities involved and the breakdowns in communication and trust can contribute significantly to the alarmingly high rate of failed intergenerational transitions in family business. The good news is that there is a way for fam...

Shaping the Future with Technology
Publish Date:
Jul 14 2011

Get a glimpse of the family office of the future and the technology employed in securing, managing and distributing data. This 2011 FOX Financial Executives Forum session also looks at how to make the most of existing technology. Conduct periodic assessments of your technology to ensure it aligns with your business goals. Even incremental chan...

Benefits Plan Preventative Maintenance: SPD Delivery and the Benefits of a Wrap Plan
Publish Date:
Jul 03 2017

Employers and employees have a lot to think about and keep track of when it comes to health benefits. One of the most obvious, but often troublesome issues, is telling employees just what those benefits are. Employers who provide health benefits are required by law to tell employees what the available benefits are and to do so in plain terms that a...

Business Development Strategies and Best Practices for Selling to Wealth Owners
Publish Date:
May 18 2011

The complex needs of families stretch sales timelines and require a high degree of customization and cost. During the presentation given at the 2011 Wealth Advisor Forum, two FOX executives examined the business development and sales practices that meet these challenges and help turn prospects into long-term clients.

Thriving in Adversity for Business-Owning Families
Publish Date:
Oct 21 2009

In today’s economic environment, having a strategic plan for business-owning families is essential to identify the multiple risks of the family enterprise. This 2009 FOX Fall Forum session offers new strategies to be considered for the family enterprise, including the operating business, family office and the family foundations.Based on first-hand ...

Retaining Talented Employees to Enhance Productivity
Publish Date:
Oct 21 2010

The key to any successfully operated wealth management organization depends on having the right talent in the right role. This 2010 FOX Fall Forum session includes a discussion of findings from recent FOX research that focuses on critical talent issues, such as recruiting, compensation and team structure. In addition, a family office executive will...

The Economics of Talent
Publish Date:
May 20 2009

Compensation and benefits often represent more than 50% of expenses for multifamily offices and wealth advisor firms. In this presentation from the 2009 FOX Wealth Advisor Forum, you will learn the best ways that firms can source talent and structure short and long-term compensation to ensure staff continuity and firm profitability.

Impact of Trust on Client Decision Making in Today's Economic Whirlwind
Publish Date:
May 20 2009

In this 2009 FOX Wealth Advisor Forum presentation, hear from an accomplished branding and marketing expert who will discuss insights from his quantitative analysis of high-net-worth and ultra-high-net-worth behaviors. Dr. Taylor will address the way that the economic downturn and market volatility are affecting the investment strategies of ultra-w...

What Buyers & Sellers Should Know About Reps & Warranties Insurance
Publish Date:
Sep 20 2017

Anyone who has participated in the acquisition or sale of a company will recognize the typical path of a deal: from flirting to tough questions to hard bargaining to—finally—handshake. Inevitably, however, the road detours from the exhilaration of accord to the anxiety of suspicion. The buyer wants assurance that all the seller's pr...

Technology Update – New Product Solutions and Approaches
Publish Date:
Jul 14 2009

Find out what new products are available to family office executives to better respond to the needs of increasingly complex offices. in this 2009 Financial Executives Forum presentation, discover ways to more effectively utilize existing technology to improve business processes needed to fulfill the functions of a family office.

10 Steps to Create a Robust IT Security Program
Publish Date:
Sep 27 2017

In the last few years, hackers and cyber criminals have become much more sophisticated in how they steal private information, which has led to massive data breaches. These data breaches not only cost an organization hundreds of thousands of dollars in fixes and possible fines, they can ruin a long-established reputation in a matter of hours. Puttin...