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Advisors grew their revenues in 2018 despite volatile markets where municipal bonds were the best performing asset class. What are leading providers doing that allows them to grow in less than optimal markets? What are the new and continuing trends in the ultra-wealth market? FOX managing directors David Toth and Karen Rush will frame the issu...

There is a lot of hype (and frankly a lot of nonsense) surrounding the so-called "blockchain revolution." But with firms like Fidelity, JPMorgan, and Facebook getting involved -- and institutions like Yale, Harvard, and MIT investing -- there must be something real there. In this session, Bitwise's Global Head of Research, Matt Hougan, will e...

More and more families are looking to ensure that their philosophy and values align with their goals in creating trusts. A results-oriented trust is one that has been particularly designed as a tool to encourage beneficiaries’ behaviors in their realms of work, charity and socially responsible choices. Often times beneficiaries feel guil...

Families who share in the ownership of diverse assets will benefit from developing a broad-based framework for planning their future together, which FOX defines as Family Enterprise Thinking. Families are strengthened from identifying their common interests, knowing what holds them together, and sharing a multi-generational vision. This webinar wil...

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...

This year, FOX included a values-aligned investing chapter in our Global Investment Survey for the first time. We gathered deep, meaningful data on responding families and look forward to sharing it with you. Join us on May 22 as we share how the world’s leading families are deploying capital to values-aligned strategies, as well as the chall...

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, will look 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...

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 Liabili...

Last year California passed the most sweeping change to US privacy law to date. The California Consumer Privacy Act (CCPA) comes into force on January 1, 2020 and brings with it many new compliance requirements for companies who collect, share, and use the personal information of Californians. Companies need to examine their practices with re...

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 landsca...

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’ll explore how to navigate difficult conversatio...

Family Office Exchange is committed to identifying trends and issues that have immediate and future impact on families of wealth. In this session, Glen W. Johnson will share emerging industry trends and outline the implications for families and their advisors.

In this webinar, Dave Hewitt, Executive Vice President of Safety at Wheels Up and an aviation veteran with over 30 years’ experience, will educate you on the most important questions to ask and things to understand when looking for the safest private aviation solution for your family. Armed with this knowledge, you’ll be able to make an ...

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 f...

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. Joi...