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2014 Southeastern Family Office Forum Attendee Survey Report
Family Office Exchange & SEFOF
Attendees of the 2014 Southeastern Family Office Forum (SEFOF) participated in a survey covering a range of topics of interest to ultra-wealthy family members, family office executives, and advisors
2015 Estate Planning Update
Tom Abendroth and Jim Steffel joined us to review 2015 estate planning. They guided FOX participants through the most significant legislative, regulatory and case law developments that were covered
Social Investing: A Conversation About the Journey
Corporate Social Responsibility can be much more than a cost, a constraint or a charitable deed – it can be a source of opportunity, innovation and competitive edge. Companies that are good social
De-mystifying Crowdfunding: Global Developments and Opportunities for Family Offices
With increasing interest in “crowdfunding”, this webinar will separate fact from fiction in this emerging asset class.   Attendees will learn:The status of the US and global crowdfunding
Transitioning to Implementation – The Impact of the Affordable Care Act on Your Family
Now that the final regulations are out on the Affordable Care Act’s employer responsibility requirement, employers have a lot of decisions to make about how to implement these requirements.  
Finding Investment Opportunities: The Year of the Alligator, Contrarian Opportunities in 2014
The strong performance in developed markets equities over the past few years has created a number of divergences between markets (Alligator Jaws) which history tells us will eventually revert to the
2014 Investment Outlook – The Key Themes of the New Year
Within today’s volatile marketplace investors are continually aware of the abundance of risks: geopolitical tensions, uncertainty surrounding change in Federal Reserve leadership, the direction of
An Inside Look at Global Private Investors and Their Investment Processes
Join us for an inside look at ultra-high-net worth global investors and the processes they employ to make investment decisions and oversee their portfolios.  This timely information has been
Post Fiscal Cliff Tax Changes and Climate in D.C. Teleconference
Many of you know, the American Taxpayer Relief Act of 2012 was quickly passed by Congress and signed into law by President Obama.  What you may not know are the implications of those changes and
FOX Insights: New Thinking in Family Wealth
Family Office Exchange
FOX Insights contains condensed versions of some of the best and most popular research and presentations offered by FOX during the past year. If you can only afford to read one FOX publication this