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For families engaging in strategic planning, the proverbial questions remain the same… What does the rising generation need to know? How do we deliver that? What should we expect from them? Intentional families consider these questions for years. Others, due to unexpected life events, are rushed to get the rising gen members up to speed and ready t...

Demonstrating the value of a family office is no small task. The pressing priorities of an office often leave little room to fully comprehend the impact of all moving parts. The 2019 FOX Family Office Study explored several key components of family office operations such as cost, governance structure, education and client experience. Join FOX’s Chi...

The mere word “prenup” strikes fear and anxiety into the hearts of most who hear it. When we realize we have to broach this topic, our thoughts immediately jump to the worst-case scenario - a broken engagement. Or we envision suffering through months of arguments and negotiations to please a family that doesn’t seem to trust our judgment or future ...

Many family offices are in a period of change. New family offices continue to emerge; established family offices are shifting strategies and service models. Macroeconomic factors and the perpetually pending market downturn loom over daily operations. In a volatile environment, management liability insurance, such as Professional Liability (E&...

One of – if not THE – most essential skills necessary in our profession is the ability to influence the outcome of our interactions with clients and colleagues. Ultimately, we need to be aware of the human element of business if we want to achieve our intended results. In this session, we explored how to navigate difficult conversations ...

The software selection process can be overwhelming and time-consuming. What are the options, what functionality do they offer, and how much do they cost? This webinar will help you navigate the different stages of software selection, how to take a real and impartial look at your options, and set the right expectations about the future landscap...

How far can markets go from here? In this mid-summer webinar, Deepak Puri, Managing Director and Chief Investment Officer for Deutsche Bank Wealth Management in the Americas, looked at how market gains can coexist with an outlook of slowing economic expansion and easing earnings growth, and whether the promise of continued accommodative monetary po...

As families and business grow and become more complex, family governance structures are created to ensure the success of the family enterprise and the preservation of the family and its legacy. But, how do you ensure the success of your governance plan? From practical aspects like running effective meetings to keeping the family engaged while they ...