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This session will explore the transformation of an investment office into a fully integrated family office over the past decade. Attendees will gain insights into how progress is measured through ten key performance metrics developed over the years, supported by real data and analysis. The session will also highlight a compelling case study of a multi-generational investment in Ballyfin, a meticulously restored 200-year-old estate turned Michelin-starred resort in Ireland—demonstrating the intersection of legacy, vision, and precision in long-term family investments.

Welcome to day 3 of the 2025 Family Forum. Heather Asher Abramson, Managing Director, Core Membership, FOX Scott Muench, Chief Membership Officer, FOX

A new kind of wealth holder is emerging—one who sees money not just as a legacy to preserve, but as a tool to activate in service to the greater good. In this session, author and impact strategy advisor Sharon Schneider introduces The Integrator, a framework for understanding individuals reshaping how families invest, give, and govern. Sharon Schneider, Founder, Integrated Capital Strategies + Author, Handbook for an Integrated Life

Thank you for attending the 2025 FOX Family Forum. Peter Moustakerski, CEO, FOX

We will share three inspiring stories about family evolution, impact and engagement in the family’s collective enterprise. Each of these families has planned for key transitions and managed unexpected challenges with innovative solutions that bring insights for all of us.

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

Welcome to Day 2 of the 2025 Family Forum. Peter Moustakerski, CEO, FOX Scott Muench, Chief Membership Officer, FOX

In this opening session, FOX CEO Peter Moustakerski and Chief Membership Officer Scott Muench will provide an overview of the most frequent themes and prominent needs coming from conversations with FOX members and an updated on the latest development and initiatives at FOX, including many of the new and exciting membership benefits aimed at delivering unrivaled and lasting value for all members of the FOX community. Peter Moustakerski, CEO, FOX Scott Muench, Chief Membership Officer, FOX

Welcome to day 1 of the 2025 Family Office and Wealth Advisor Forum. Scott Muench, Chief Membership Officer, FOX Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX