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From big data and network effects to the subscription economy and cloud computing, modern finance is undergoing its most fundamental transformation ever. Today, it takes a data-driven finance leader – someone who understands and embraces the promise and power of technology – to navigate this exciting, uncertain future.Join this webinar and&nb...

A New Cybersecurity Paradigm Without Usernames & PasswordsCybersecurity has become a rapidly evolving chess game. Authentication is one of the key pillars of cybersecurity, as are data integrity assurances, firewalls, virus scans, and other security protections.In this session, learn how authentication evolved from the early days of "usern...

In this session, produced in conjunction with the FOX Direct Investing Network, we'll explore how to manage and insure against the various legal risks facing family offices today. Special attention will be paid to the risks involved in direct investing and the types of insurance solutions that can address them. Karen Beldy Torb...

The investment and advisory industries are in the midst of a sea change as the forces of technology drive commoditization and fee compression.Family offices - tasked with the challenge of investing private capital for multiple generations - are reassessing many traditional approaches to building portfolios:Loss of faith in quantitative modelsThe up...

Advisors grew assets (both AUM and AUA) by 17% and 15% respectively in 2017; however revenue grew by only 8%. What is the cause of this disconnect between assets and revenues? What are the other trends re-shaping the ultra-wealth advisor market? FOX managing directors David Toth and Karen Rush will frame the issues and opportunities that are i...

Many of the wealthiest and most sophisticated families are reconnecting to their family roots in entrepreneurship and are investing in, and managing, direct investments using thoughtfully designed trusts and private trust companies. In this program we will explore how trusts and private trust companies can be designed in tandem to enable an af...

What can I do to raise productive, responsible, generous and prepared inheritors or owners? How do I get the rising generation to get involved and engaged in learning so they are ready for their future roles and responsibilities? How do we create programs and a curriculum that everyone will find valuable taking into consideration their different ag...

Life insurance is part of virtually all family and family office environments. It is utilized for short- and long-term planning, financial security for spouses, estate taxes and family business buy/sell planning. Often not well understood, life insurance can be easily relegated to the “back burner” – with potentially disastrous results. Auditing th...

In this mid-summer session, Deutsche Bank’s Larry Adam will share his perspective and investment outlook for the remainder of the year. Given the prolonged strength of the U.S. economy and near record long financial market rallies, Larry reminds us of the lesson from Peter Pan that “Time is Chasing After All of Us” and analyzes whether o...

If you think you may need a family office to manage your family’s wealth or you want to take your family office to the next level with a special, deeper look at services, this webinar will help you understand the role and functions of a family office and what it takes to start and maintain one.

Over the past several years, the world has experienced an increase in the number of devastating natural disasters, yet according to FEMA more than 60% of Americans lack a household emergency plan. In this webinar, Marsh Private Client Services and Guy Carpenter will examine natural disasters, including earthquake, flood, storm surge, wildfire...

Attracting and retaining talent is the top Human Capital challenge in family offices today. FOX Managing Director, David Toth and Ken Cameron of Grant Thornton LLP will join us and share what your peers who completed the 2018 FOX Family Office Compensation & Benefits Survey are doing to attract and retain key talent. &nbsp...

The Private Trust Company (PTC) structure offers the promise and potential to manage and organize increasing complexity within the family enterprise. This webinar will provide an overview of the reasons that families consider a private trust company and benefits experienced once they have been established. If you have been curious about ...

Opportunity Zones are an economic development tool designed to stimulate economic development and job creation in distressed neighborhoods and communities that are starved for growth. The 2017 Tax Cuts and Jobs Act, Code section 1400Z-2 provides for preferential treatment of capital gains that are reinvested in qualified opportunity funds. In...

Many people collect artwork for the joy it brings them, while others also focus on the investment angle of their collection. In both cases, collectors should ensure their insurance program and risk management advice aligns with their collecting goals, as well as their estate plans. In this session, we'll explore how to ensure your insurance p...