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This session will focus on family office investors invested in private equity (PE) funds and/or direct investments and discuss where we are in the PE cycle. Beginning with a review of current data and trends in the PE markets, we will walk through the private investment management factors and decisions which, based on economic and PE industry...

With 2018 coming to a close, investors are setting their sights on the year ahead. Will the record long bull market in the U.S. weather the storm of recent volatility? How will government actions affect the state of this late-stage expansion? Jason Pride, Chief Investment Officer – Private Client at Glenmede will share his 2019 themes alongsi...

It’s been a little over a year since the 2017 Tax Act brought a multitude of changes to the tax code. As families continue to learn about the impact of the new law on their future, advisors await further guidance from the treasury department while simultaneously evaluating the challenges and opportunities presented by the changes for their cl...

Almost every day there are stories in the news about another security breach, another fraud warning, or another regulatory fine for lack of security. Join us as we highlight the top 10 IT security gaps and what you can do about them. In this session, we will discuss the real cybersecurity threats today, explain in plain English how they work ...

Successful transitions between generations is a key differentiator in families that out-perform the shirtsleeves to shirtsleeves proverb. Effective generation succession doesn’t happen by accident, nor is it accomplished through the efforts of a single generation. There are key principles and practices that boost families’ chances for e...

Leveraging FOX proprietary benchmarking research, Charlie Grace, Managing Director at Family Office Exchange, will present data and concepts related to family office costs including wealth management services. He will also cover the important relationship between costs and complexity, as well as techniques for weighing cost vs. value.

One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler, Managing Director of the Investor Market, joins us to provide highlights of what we learned in the 2019 Global Investment Survey. She will guide us through the survey results, including sharing ...

During this webinar, Kristi Kuechler will discuss how family office are forging ahead despite volatility and uncertainty in the markets– increasing their appetite for direct investments in real estate and operating businesses - as they continue to reassess the more traditional approaches to building investment portfolios.

A family office is structured by default rather than by design. In most cases, it is set up to serve the immediate needs of the founder and a limited number of family members. As the family grows, mandates change. How do you ensure that the family office is equipped to handle these new demands? Do you outsource? Partner? Expand?Join us for an...

Every family is challenged to find ways to engage the rising generation in learning about the family enterprise and how to live well with their wealth. Those who have had the most success have found fun, experiential ways to “meet each learner in the family where he/she is” in terms of interest, aptitude, and experience with a mix of one-on-o...

People make the difference and getting the right talent in place is crucial for any organization. Indeed, in a family office, there is no place to hide. In this session, we’ll focus on both the art and science of effective selection and promotion decision-making. We will consider the role, related culture, and family expectations to deve...

Evidence suggests that good communication is a cornerstone of successful wealth transfer among families, and that family meetings are a good platform for communication. Is there such a thing as “bad” communication or a “bad” family meeting? How does one undertake the good and avoid the bad? Join us for some best practices, important tips and ...

Many ultra wealthy families experience a steady flow of incoming donation requests – from friends, other family members, colleagues, even strangers – and saying “no” can be difficult. But just because you can afford to say “yes” doesn’t mean you should.Defining your philanthropic mission and associated giving parameters (which includes saying “no” ...

Having a wealth strategy and making sure there is alignment between the family and the family office as part of the execution of that strategy is critical. With a clear strategy and alignment the chance for the office to meet goals and achieve success is enhanced. To make that happen, oversight of the family office must be well articulated and unde...

Having a wealth strategy and making sure there is alignment between the family and the family office as part of the execution of that strategy is critical. With a clear strategy and alignment the chance for the office to meet goals and achieve success is enhanced. To make that happen, oversight of the family office must be well articulated and unde...