Family Office Exchange, which represents a large chunk of
the world’s family office business, is holding a free public webinar on the
theme of “Aligning Investment and Trust Distribution Policies” on 2 October. Meanwhile, it is holding a business owner roundtable, in Detroit, Michigan, on the same data.

The webinar runs from 0 – 11:30 CDT, the organization said
in note. The webinar is open to qualified family office executives, family members
and advisors. FOX describes the webinar as a “fast-paced session on
aligning investment strategies and anticipated investment returns with trust
distribution policies”.

At the Detroit event, FOX has the theme, How to Promote an Ownership Mindset. This, it says, is recommended for multi-generation family members that own a privately held family business and their trusted advisors. This is a half-day session, co-led by FOX and Plante Moran, the certified public accounting and business advisory firm. There is no charge but advanced reservations are required, FOX adds.

To view a recent story about developments at FOX, click here.