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In this 2011 FOX Fall Forum session, the president and CEO of the Policy and Taxation Group discusses the latest legislative developments as well as the group’s ongoing lobbying efforts on behalf of wealth owners. In the 2010 Tax Act, wealth owners won significant estate tax relief for two years with a 35% estate tax rate, a $5 million exempti...

Every family office works with a variety of external advisors. In this 2011 FOX Fall Forum presentation, a multi-family office CEO and a single-family office CEO shared their perspectives on managing a family’s advisor ecosystem.The advisor ecosystem is defined as the network of personal and professional advisors who work to help the office staff a...

In this 2011 FOX Financial Executives Forum presentation, the president and CEO of the Policy and Taxation Group discusses up-to-the-minute legislative developments as well as the group’s ongoing lobbying efforts on behalf of wealthy owners. In the 2010 Tax Act, wealth owners won significant estate tax relief for two years with a 35% estate ta...

Wealth owners have an 18-month window of opportunity to capitalize on gift, estate, and generation-skipping tax provisions of the 2010 Tax Act. In this session at the 2011 FOX Financial Executives Forum, a noted trusts and estates attorney recommends what to do now. From now until the end of 2012, couples have an opportunity to seize on a gift...

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...

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...

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.

This presentation given at the workshop, "The Evolution of the Small Family Office: Models for Sustainability," covers popular trust structures that promote family involvement, education and succession, and important family considerations and provisions relating to trusts. It also reviews ways to preserve investment management flexibility for a fam...

A highly regarded tax and estate planning attorney, Mr. Abendroth reviews how the 2010 estate tax repeal has affected planning for wealth-owning families and examines other anticipated tax and estate law changes on the horizon. In this 2010 FOX Financial Executives Forum session he evaluates different tax planning strategies and highlights the uniq...

Marketing and differentiating within the multi-family office market is an operational challenge for firms of every size and origin. This 2010 FOX Wealth Advisor Forum presentation takes a look at the latest FOX research of the MFO market and outlines not only the different marketing strategies firms employ but also how firms measure the e...

How do you know you are selecting the trustee that is best for your individual needs? What responsibilities does the beneficiary have? This 2009 FOX Fall Forum presentation outlines what it means to be an effective trustee and beneficiary, decision criteria for trustee selection, and the process and framework trustees and beneficiaries can emp...

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...

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.

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...