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In the not-too-distant past, it would have been unimaginable for health care coverage to be a point of political debate. Today, Health and Welfare (H&W) benefits, while once only a “perk”, are becoming an integral part of an integrated total compensation package.Employee/contractor status, plan eligibility, operations, and compliance requiremen...

You’ve taken great efforts to enhance the technology security at your organization. Unfortunately, security concerns don’t end with a firewall and anti-virus software. Hackers are employing Social Engineering, where your people – not your systems – are the targets. It’s a powerful tool that involves disguise and exploits our natur...

Wealth management advisors have long recognized the value of tax loss harvesting. In this session, Paul Bouchey, the chief investment officer at Parametric, debunks some of the myths surrounding tax loss harvesting and provides a more realistic picture of what to expect from tax management strategies in the context of an equity portfolio. Myths:Tax...

In light of the favorable tax court ruling in Lender Management, LLC, v. Commissioner and the fact that miscellaneous itemized deductions (§212 deductions) are no longer deductible per the 2017 Tax Act, we are seeing a lot of interest in the profits interest structure. In this session, Tom Ward will explore the pros, cons, and reasons why fam...

Managing individuals is tough, especially if they are family members or from a different generation. Managers are bound to run into situations that they feel ill-equipped to handle, which leads to mistakes that can cost the organization in time, talent, money, and reputation. In this session, we’ll explore the typical situations where manager...

If you think you may need a family office to manage your family’s wealth or you want to take the family office to the next level, this webinar will help you find out what a family office does and what it takes to start and maintain one. During the webinar, you will learn about the concepts FOX has garnered working with financially succes...

This program is designed to enable FOX members to better understand if the businesses they work with should consider converting to or electing C corporation status in light of the Tax Cuts and Jobs Act, lowering the federal corporate tax rate to 21%. In this session, we’ll explore:A Review of historic tax and nontax considerations relat...

Many families talk about their desire to engage the next generation in family philanthropy and struggle with determining the right time to involve the next generation and how best to prepare them for their role with the family’s charitable giving. Some also struggle with how to approach encouraging or allowing the older generation to step asi...

One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler will join us as she provides highlights of what we learned in the 2018 Global Investment Survey. She will share information on family offices' allocations and 2017 performance, take a deep dive as to...

In this FOX Public Webinar, we’ll share the best practices designed to help trustees and beneficiaries be more confident, better prepared, and develop a stronger relationship. We’ll also explore the roles, risks, and responsibilities of both trustees and beneficiaries.

After decades of anticipation, the tectonic shift of demographics that would lead to the enormous transfer of wealth, monetization of private businesses and the ushering in of a new workforce are here. Based on FOX’s most recent research and insights, Karen Rush, Managing Director of Membership, and David Toth, Managing Director of Wealth Adv...