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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...

Join attorneys Mike Schwartz and Jason Kohout of Foley & Lardner LLP for a discussion of the recently enacted SECURE (“Setting Every Community Up for Retirement”) Act and its potential impact on the family office and family business environment. This webinar will take a practical approach to estate and income tax planning in l...

Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous generations. Social media, easy access to information through search engines, and dramatically different expectations call for creative ways for families to raise financially mindful k...

In these disruptive times, your FOX network can be more valuable than ever to stay connected and informed. On Tuesday, March 31 at 10:30 AM CDT, please join us for the first virtual FOX Member Exchange – an interactive, member-only community for you to share ideas, questions, and solutions for operating in the months ahead.We will relay what ...

Please join us for a live, interactive discussion with FOX experts and other members about Dealing with a Crisis Situation. We will be hearing from members who have managed through broad-scale external crises before and the lessons they’ve learned.This session of the FOX Member Exchange also will introduce closest-peer breakout sessions – sma...

Please join us for a virtual meeting with private investors, focused on bringing together families with an active interest in direct investing.Meet other like-minded investors and engage in meaningful interactive virtual peer discussion among members to share ideas, experiences, and challenges of investing in an unprecedented environment. We will h...

Please join us for a virtual meeting with the FOX Rising Gen community. These experiences are available to emerging leaders looking for opportunities to build relationships, have authentic conversations, and to gain action-oriented new ideas.Meet others that are facing similar opportunities and challenges to engage in networking and peer excha...

Please join us on Tuesday, April 28, from 10:30 am to 11:30 am CT, for a live, interactive discussion with FOX members about Cash, Liquidity & Debt During the Crisis. We’ll feature a member panel conversation to share different perspectives and ideas on managing those needs during this time. Like our last Member Exchange, we will con...

Please join us for a live, interactive discussion with FOX experts and other members about Dealing with a Crisis Situation. We will be hearing from members who have managed through broad-scale external crises before and the lessons they’ve learned.This session of the FOX Member Exchange also will introduce closest-peer breakout sessions – sma...

Please join us on Tuesday, May 5, from 10:30 am to 11:30 am CT, for our first monthly FOX Investment Opportunity Exchange - Putting Capital to Work. This live, interactive event for FOX Members is intended to share investment ideas, deals under way, or opportunities being considered. Each session will feature discussions with select inve...

Please join us for a virtual meeting with private investors, focused on bringing together families with an active interest in direct investing.Meet other like-minded investors and engage in meaningful interactive virtual peer discussion among members to share ideas, experiences, and challenges of investing in an unprecedented environment. We will h...

While many investors are currently focused on playing defense with their portfolios during these uncertain times, this might be the time to be playing some offense.Some compelling investment opportunities are emerging as a result of the pandemic and resulting market dislocations. In this webinar, a leading investment consulting firm disc...

Please join us on Tuesday, May 12, from 10:30 am to 11:30 am CT, for a live, interactive discussion with FOX members about Your 2020 Family Meeting: What Now? With social distancing still possible through the summer, how will you adjust? Learn how some FOX members have pivoted to take their meetings virtual, and what to consider for soci...

Please join us on Tuesday, June 2, from 10:30 am to 11:30 am CT, for our monthly FOX Investment Opportunity Exchange: Opportunities in Alternative Investments, Farmland, & Agriculture. This live, interactive event for FOX Members is intended to share trends, investment ideas, deals under way, and opportunities being considered in the farm...

Trusts are often used for tax efficient wealth transfer and liability protection. In exchange for these benefits, however, trusts create certain obligations. Rooted in ancient times, the rules governing trusts are not always intuitive. Understanding their genesis can help us better understand the roles and responsibilities they cre...