In this annual session, we'll discuss the U.S. and global economic outlook, with a particular focus on growth prospects, interest rates, and risks. Furthermore, we’ll explore equity valuations and take a critical look at the underlying assumptions that lead to conclusions of over or under-valuation.
As major tax changes to the U.S. tax code start to take form, our always-popular Annual Estate Planning Update webinar couldn't be more timely. Tom Abendroth of Schiff Hardin and Jeff Saccacio of PwC will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 52nd Annual Heck...
As 2017 draws to a close, Congress is in a heated race to overhaul the tax code by year-end. While many see tax reform as a boon to U.S. economic growth, fears remain on what the implications of such reform will have on family businesses, wealth owners, and family offices. In this Hot Topic webinar, two tax experts and FOX members, will guide us th...
In this session, FOX member and guest security expert, Jordan Arnold of K2, will explore the cybersecurity trends and threats families and family offices need to be aware of in 2018, including:Personal cybersecurity trends for 2018The difference between identity theft and privacy theftWhy cybersecurity is also a physical security topicIn ...
Please join us on Wednesday, September 22, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. In order for two family offices to successfully work out a co-investing deal on a commercial and fair basis, both sides have to understand what the other party cares about. Negotia...
Please join us on Wednesday, September 29, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Demonstrating the value of a family office is no small feat. The pressing priorities of an office often leave little room to fully grasp the impact of the work being done to fulfill the family’s v...
Please join us on Wednesday, December 15, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.As the largest intergenerational wealth transfer in history unfolds during a time of rapid technological, climate, and social change, some families view philanthropy as a way to build family c...
Please join us on Wednesday, November 10, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.40% of families now gift their assets through trusts compared to 12.5% in 1995. Directed trusts, special purpose entities, trust protector companies, and regulated and unregulated p...
Please join us on Wednesday, April 28, from 10:00 am to 11:00 am CT, for a live webcast with Christopher Johnson, VP, Head of ETF Capital Markets and Equity Trading, Charles Schwab & Co., Inc., and FOX members to discuss recently implemented and contemplated equity and ETF market changes.A well-intentioned and deliberate approac...
Please join us on Wednesday, December 1, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.The events of the last two years have been a catalyst for families to assess past and future philanthropy goals and strategies. Key elements currently impacting philanthropy approache...
Please join us on Wednesday, December 15, from 10:00 am to 11:00 am CT, for a live interactive webinar with FOX members and subject matter experts. During this virtual event, attendees will be able to share ideas, questions, and solutions for operating in the months ahead.As always, we look forward to continued dialogue with you over the...
Please join us for a live and interactive peer exchange with your fellow FOX Family Office member peers.In response to the recent discussion on FOX chat, FOX is gathering members to discuss how family offices have altered (if at all) their investment/tax/asset protection etc. strategy in response to the current economic environment. The following t...
Please join us Thursday, March 11, from 10:00 am to 11:15 am CT, for a live & interactive virtual meeting with the FOX Rising Gen community. These experiences are available to all members of FOX’s Rising Gen community who are looking for opportunities to build relationships, have authentic conversations, and gain acti...
Please join us Thursday, March 25, from 3:00pm CT - 4:00pm CT for a virtual meeting with private investors, focused on bringing together families with an active interest in direct investing. In this meeting Jonathan Tunner, Director, Private Investment Opportunities, and Tim Duffy, General Counsel and Manager of Strat...