Understanding how families will set their multi-generational goals in the midst of global change. We will discuss different strategies used by families around the globe. Sara Hamilton, Founder and Family Advisor, FOX Miguel López de Silanes Gómez, International Market Leader, FOX
Alignment of Interests
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FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.
The fundamental question – “Will the family live in the plan?” – that Jay Hughes, Mary Duke, and Stacy Allred are asking in their latest research and upcoming book offers a cautionary story for both families and their top advisors. Without the appropriate focus on the family’s qualitative capital, and most importantly, their human capital, the plans and structures families have been investing in to preserve and grow their financial capital will likely be rejected by the future generations who were not engaged or consulted when the plans were made.
Compromise or Conflict? Managing Intergenerational Consensus Building Around Philanthropy
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As the largest intergenerational wealth transfer in history unfolds during a time of rapid technological, climate, and social change, some families view philanthropy as a way to build family cohesion and teach younger members a sense of responsibility. Philanthropy can be a unifying force – but it can also lead to conflict as families work to balance legacy, change, and personal relationships.