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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.

Sara Hamilton, CEO and Founder of FOX, will share the FOX research on some of the key trends and issues that will change the landscape for business owning families over the next decade. Sara will outline key questions that advisors need to pose to their business owner clients who are facing critical transitions, and the panel participants an...

Drawing on insights from FOX’s recent benchmarking initiative for multi-family office and wealth advisory firms, this presentation will explore profitability trends and related challenges. FOX will complement the perspectives of leading multi-family offices and advisory firms with high-quality benchmarking data that focus specifically on what...

Following David's insight, each of the three subsequent speakers will explore innovative talent stragies in place at leading multi-family offices. This session will be in the form of a TED-style conference with short, succinct presentations on facets of the overall theme.Thom Melcher, Hawthorn, offers his personal perspective on what talent and cul...

Michael Cole, President of Ultra High Net Worth of Ascent Private Capital Management looks at how wealth advisory firms can attract and retain world-class talent with client relationship management capabilities.

Leslie Voth, President and Chief Executive Officer of Pitcairn comments on how to nurture the next generation of advisory and relationship talent within your office, and proactively manage transitions in the office.

Planning ahead is the most important thing you can do to protect yourself and your family. Besides protecting your home from a possible burglary, it is important to think about your personal security. This article offers 28 tips for preventing a break-in and another 13 for keeping family members safe.

In the wake of SEC regulation, the best course of action for every family with a family office is to identify promptly the most desirable options for bringing their family into compliance by March 30, 2012 and, at the same time, helping it to turn arid compliance dollars into an optimal structure for achieving its long-term value.

The new regulatory requirements stemming from the passage of Dodd-Frank will certainly be a costly addition to the reporting framework of the alternative investment industry. However, this new era of heightened regulatory and compliance procedures also brings the potential benefits of financial stability and investor protection.

This guide covers wealth management and tax planning strategies to consider before year-end and into 2012. Topics include tax management, wealth transfer planning, education funding, philanthropy, retirement, liabilities management, insurance, business owner issues, tax implications of health care reform, and building a strategic plan.

Power failures, IT system crashes, supply chain problems or a flu epidemic can cripple a family office as completely as a natural disaster or terrorist attack. Developing and implementing a business continuity plan can help bolster a family business's defenses against such risks and serve as a first line of defense against losses.

The SEC and Cayman Islands Monetary Authority are establishing mechanisms for ongoing consultation, cooperation, and exchange of information related to the oversight of regulated entities that operate across national borders. Each agency intends to provide the other with assistance obtaining information that is needed to ensure compliance within th...

The Commodity Futures Trading Commission finalized several amendments to the registration and compliance requirements applicable to certain investment companies, including family offices. Family offices that trade futures contracts or even hire managers that include futures contracts in their portfolios would have to register under the Investment C...