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Private Wealth vs. Family Wealth: A Holistic Approach to Sustaining Generational Wealth
Truist
While it is essential to employ the best investment managers, accountants, attorneys, and experts to guard the private wealth, from a multi-generational perspective, it is crucial to think beyond the
World of Private Clients
BDO
The pursuit of stability remains the order of the day for family offices. With the aid of additional clarity after the tumultuous year of 2020 and COVID, wealth owners and their advisers have an
Successful Integration of Newcomers in the Family Enterprise
In this webcast, join host Joline Godfrey, Managing Director of Family Learning & Programming for the Hawthorn Institute for Family Success, in a conversation on the hazards and opportunities of
2021 Outlook: What's Next for Healthcare Information Technology?
Waller Lansden Dortch & Davis (now part of Holland & Knight)
Regardless of the sector, nearly every healthcare organization has made significant investments in technology, as data and computing became essential in the healthcare setting during the COVID-19
2021 Outlook: What’s Ahead for the Home Health and Hospice Sector
Waller Lansden Dortch & Davis (now part of Holland & Knight)
2020 was a chaotic year for many industries and the COVID-19 pandemic created a host of challenges for providers in the home health and hospice space. For investors and business owners in that space
How to Plan for Succession: Preserving, Protecting, and Passing on Wealth
BDO
The decisions made regarding ownership of the family office or closely-held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to
Technology: Springboard to the Family Office of the Future
BIll Sullivan
Leading up to 2020, family office technologies made significant improvements with expanded offerings and new entrants. But history has shown nothing is a more effective change accelerator than a
Session Replay: FOX Member Exchange - Adopting Work-From-Home for the Long Term, September 1, 2020
A live, interactive, discussion with FOX members on Adopting Work-From-Home for the Long Term. During this virtual event, members shared ideas, questions, and solutions for operating in the months
Session Replay: FOX Member Exchange - Strategic Planning in a Time of Uncertainty - July 21, 2020
An interactive discussion with FOX members on Strategic Planning in a Time of Uncertainty. During this virtual  event, members will be able to share ideas, questions, and solutions for operating
What Will the Future Hold for Your Family?
Sara Hamilton
During these uncertain times, FOX wants to assist family leaders to better understand how the crisis events of 2020 are affecting family members. It is clear recent events will impact our society,