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With the U.S. election just months away, many are curious what the future holds for the economy and how new political leadership will impact their portfolios. Adding to the uncertainty is the fallout from Brexit and the looming changes that are sure to impact the European Union and beyond. In his mid-year economic forecast, FOX member and Atlantic ...

As families prepare for an unprecedented $30 trillion transition of generational wealth, the focus is turning from “WHAT” needs to be done to the all-important “HOW” this will occur? Jay Hughes, author, strategist and sculptor of knowledge on the impact wealth has on families guided the FOX community on an exploration of the Office of the Ben...

For many ultra-wealthy family clients, implementing estate planning strategies to minimize income, estate, gift, and generation-skipping transfer taxes is a top concern. Recent changes to income and transfer tax laws have opened new avenues to transferring wealth. Bryan Austin discussed the use of power of appointment strategies and their tax impli...

A critical element of Family Office Exchange’s work is to identify trends and issues that have immediate and future impact on families of wealth. As such, Alexandre Monnier is pleased to share the trends emerging in the family wealth industry and how these trends will impact families today and well into the future, what families will need to ...

Establishing a Private Family Trust Company (PFTC) is a significant step in a family’s evolution from managing its wealth to institutionalizing its family governance, trustee processes and strategic direction as a family enterprise. In this session, the PFTC Network community comes together for a discussion around lessons learned when forming...

Through research by Family Office Exchange and others, industry leaders have been able to uniquely pinpoint what families say they want and need. Amy Hart Clyne will share the ‘voice of the wealth owner’ while identifying the impact of these findings on the advisor of the future.

The new era of enterprising families will be characterized by an unprecedented transfer of wealth that is currently underway and will continue to escalate over the next twenty years. Unfortunately, not much has been determined about how these new recipients of wealth will actually engage within an existing family management wealth framework. ...

As a student, Adam Braun, was inspired by a film to travel to developing countries to see poverty firsthand. In India, he asked a boy he encountered what he wanted most. The reply stunned him: "a pencil." Braun gave the boy his pencil and never forgot how his face lit up. He returned home with a goal of starting an organization to r...

The Sackler family has been a multi-generational investor in hedge funds for over 20 years. They recently transitioned a portion of their portfolio from traditional limited partnership structures into liquid alternatives, also known as alternative mutual funds or ’40 Act vehicles. Are these vehicles the truest form of innovative disrupt...

Policy and Taxation Group commissioned important research by leading pollster Frank Luntz to understand why resentment toward high net worth individuals has increased so much in recent years and what the impact of heightened class conflict has been and will be on the future of the fight for estate tax relief. As Policy and Taxation Group has ...