Shareholders of publicly-traded companies have a powerful voice in improving business practices and enhancing the financial performance of the companies in which they are invested. As the business case grows for sound social and environmental practices, investors are increasingly using a shareholder engagement to drive strategic and positive change...
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In 2009 the Bitcoin blockchain emerged as a form of a smart contract and has since evolved. From both a technological and legal perspective, smart contracts will continue to evolve and disrupt in digital asset sales and capital markets, supply chain management, smart government records and smart cities, real estate land registries, and self-soverei...
While the economic ramifications of many recent events remain to be seen, this 2011 FOX Fall Forum session examines the potential implications for investors and tactics for protecting portfolios from overexposure to these events.The global economy is slowing, and we may be headed for more recession. The best case scenario is low growth. The Eu...
In this 2011 FOX Fall Forum session, key lobbyists and attorneys shared how the new SEC regulations apply to single family offices and outline options for offices that do not qualify for exemption.The new SEC rule defining “family office” and exemption qualifications are as favorable as wealth owners and family office executives could hope. The SEC...
Many individuals are wondering whether the IRS intends to use its new audit unit to develop tax enforcement cases. A former high-ranking executive with the IRS provides answers in this 2011 FOX Financial Executives Forum presentation.The IRS has created a new enforcement unit and hired nearly 3,000 examiners specifically to audit wealthy taxpa...
At the 2011 FOX Wealth Advisor Forum, a FOX executive reviewed the top trends contained in the current FOX Wealth Trends™ and discussed the findings with two leading wealth advisors who explained how they see the trends manifesting themselves in their practices.
Two leading tax and legal advisors provide a global perspective on pending changes in regulation in many countries. They identify strategies for consideration based on alternative scenarios that may occur across jurisdictions and the impact this has on planning for the financial family and the private family enterprise. This presentation was origin...
After several years of change and market instability how are families investing now? What are the changes that people anticipate for the coming year, and what have been the likely lessons of the past 18 months? This 2010 FOX Wealth Advisor Forum presentation outlines the findings of the latest FOX investment survey and benchmarking efforts.
For all the risks that tend to step up as you age, there are also far more opportunities to live life the way you want to, and probably longer and in reasonable health. What will help smooth the transition through the stages of aging will be a proactive approach to managing potential roadblocks on the way. As you begin this journey, the more aware ...
Investors are adding a gender lens strategy to their overall investment approach for several reasons. They may view it as a way to leverage market systems to support progress towards gender equality. They may regard the addition of gender related variables to their investment process as a way to identify potential areas of opportunity while seeking...
Every fine art collector who has worked to build and enrich his or her collection usually has a special work of art or piece that has significant meaning. It might even be the very object that prompted grandma to begin collecting her porcelain rabbits, energizing her desire to graduate to fine art. Or it could be a priceless work, pièce de résistan...
Financial reports and other real-time operational data are often lagging indicators of performance. These metrics, although perhaps lacking precision, may have been sufficiently effective in the past; however, they are less so now because they lag the current cadence of information dissemination and business volatility today. The challenge for many...
Global investors need to cast their net broadly to capture attractive investment opportunities. For decades, western analysts have believed that the economic potential and perceived advantages of India—such as a free market economy, democratically elected government and western-style legal system—would allow it to become a dominant glob...
The world has gone through seismic change since the current generation of family business leaders first joined their family firms. Today’s next gens are educated, ambitious, globally minded and socially engaged. Given that they may pursue different paths in the future—whether as stewards, transformers, intrapreneurs or entrepreneurs&mda...