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Financial integrations give companies a competitive edge. They allow for disparate systems to work synchronously. They eliminate the rekeying of data, enable the sharing of information across teams or departments, and allow for the gathering of intelligence to enable broader analysis and more data-based decision-making. Join this webinar as i...

For families engaging in strategic planning, the proverbial questions remain the same… What does the rising generation need to know? How do we deliver that? What should we expect from them? Intentional families consider these questions for years. Others, due to unexpected life events, are rushed to get the rising gen members up to speed and r...

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

According to FOX research, changing client behavior impacts what services need to be provided, how to develop talent and even the way firms articulate their value in the marketplace. In this webinar, we'll examine the shift in behavior which can already be seen in the increase in direct investing and more subtly in how families are seeki...

Most analysts agree that US. equity and fixed income markets are over-priced and many other areas of developed markets are no better. Some advocate moving to cash, but are there more attractive alternatives? In this webinar, we'll discuss several current investment opportunities and the nature of these cyclical, secular, and technic...

Jean Joseph, Managing Director of Owl Rock Capital Partners, will discuss the status of the global markets in the context of the credit cycle and some signs pointing to a need for caution in today’s market. Mr. Joseph will then delve into the credit markets specifically, identifying some unique characteristics of the rally that support his&nb...

Many families have an interest in, and questions about, developing financial literacy in their rising generations. Financial skills and knowledge can be taught and reinforced through experiential learning. This webinar outlines a framework for approaching the task of developing financial literacy, from subjects of learning to considerati...

Join Rob Galloway and Lisa Canarick of Baker Hostetler LLP for a discussion of trends, learnings, opportunities and pitfalls regarding the restructuring of irrevocable trusts.Topics to be discussed will include:When to consider a non-judicial settlement agreement and/or decantingLegal and practical limitsTax issues to consider when modifying ...

FOX’s annual estate planning review webinar will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 54th Annual Heckerling Institute on Estate Planning. Key legislative, regulatory, and case law updates impacting ultra-high net worth families and their family office...

A cherished beach house, lakeside cottage, mountain retreat, ranch, or other vacation property can foster deep emotional ties for families, creating unique opportunities and challenges over multiple generations. For some families, they can be touchstones for the extended family to gather and serve to define family identity. For families...

In the midst of the COVID-19 pandemic, the environment of highly valued equity markets has undergone a sudden shift to a bear market. What are the immediate term and potentially long-term implications on asset allocation? As the pandemic has taken hold on a global basis, how do we factor polarization of the economy, political environment, and...

Join us for our annual cybersecurity update where experts will share the leading threats you need to be aware of to keep your clients, your firm, and yourselves protected. In addition to recurring threats over the last year, we’ll also discuss more recent COVID-19 focused security threats.In this session, we'll cover:Personal security concern...

Talent development is an opportunity and challenge for any business, but the distinctiveness of a family office presents flexibility and greater challenge. In this webinar we will explore:Why talent development may matter more in the family officeTalent development opportunities in the family officeCareer profilingSuccessionRising GenSkills d...

We rely on many different professionals in all facets of life to help us meet our goals, give us guidance and ensure our assets are protected. Accountants, attorneys, personal trainers, vacation planners, chefs, assistants. The role of a coach is an important and valuable relationship focused on helping family members clarify ambitions, uncov...

It can be daunting to find a qualified, trustworthy property and casualty insurance advisor—who not only meets your family or office’s up-front needs, but also aligns with your sensibilities. The selection process can be further complicated without firsthand proficiency in insurance industry standards, trends, and best practices. Using case s...