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In our most in-demand session, experts will share the latest updates in estate laws and taxes that family office executives need to watch for in 2014 and beyond.

Peter Drucker has famously stated that "management is doing things right; leadership is doing the right things." The challenge of that statement of course is identifying what should be done and your capacity to accomplish the ‘right things’. The Family Office Exchange in partnership with Vantage Leadership has initiated a stud...

Gen Y, or the Millennial Generation (those people born from 1982-2000), present some very specific challenges for wealth advisors. While wealth advisors have spent most of their careers successfully building and managing relationships primarily with their Baby Boomer clients, these same wealth advisors stand to witness the greatest transfer of weal...

Critical to the work of FOX’s Knowledge Center is identifying the global trends and issues that have immediate and future impact on families of wealth. As such, FOX is pleased to share the ten trends emerging in the family wealth industry and the anticipated interdisciplinary service necessary to meet and exceed the needs of client families. As par...

In today’s burgeoning Family Office Industry marketplace, the key word is “Integration”, yet, many firms have not yet learned how to deliver true Integrated Family Wealth Management. Firms often silo their offerings creating tremendous inefficiencies and costs for the client while simultaneously missing tremendous opportunities. S...

In his most recent book, To Sell is Human, author Daniel H. Pink indicates that according to the U.S. Bureau of Labor Statistics, one in nine Americans works in sales. More than fifteen million people earn their keep by convincing someone else to make a purchase. But that if you dig deeper, a startling truth emerges: “Yes, one in nine Americans wor...

There is both a science and an art to functioning as a wealth advisor. Most, if not all, wealth advisors have the technical know-how to serve their clients – that’s the science of it. The art refers to orchestrating the efforts of disparate experts into a coherent approach that serves the family client and, in the long run, the team of ...

Family Office Exchange and guests reflected on today’s “new breed” of advisory service. While options are plentiful, obtaining and maintaining an optimal client experience remains dependent on integrating the unique needs of the family with the individual knowledge, skills and talents of advisors and the systems and processes that...

Maintaining and enhancing corporate brand reputations is an entirely different challenge in today’s media environment. This session will examine how to secure your reputation in a social media world, and the tools that advisory firms have at their disposal to nurture and enhance their brand image.

David Friedman, President of WealthX, will share his firm's research on the private business marketplace, identifying its size and ownership by industry type. David will compare US ownership trends with patterns found in other parts of the world and how transfer taxes impact business structures. He will help us evaluate the importance o...