We are eager and excited to share the January 2026 edition of FOX Foresight with you. This thoughtful publication covers numerous topics that we believe will set up the key themes and focus for the year. Our entire team of subject matter experts have contributed their leading edge thinking on a myriad of topics that will surely be on everyone’s radar for 2026. 2026 FOX Foresight (January Edition) is presented in 4 chapters:
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Every family is unique, but all families go through a fairly consistent and predictable journey. Understanding this timeless lifecycle and the different evolutionary archetypes families assume provides a powerful tool for seeing around corners and charting a compelling strategic course for the family. Knowing where the family is in its perennial journey and where it is headed next allows family leaders and their family offices to invest in the tools and capabilities that best meet the needs of the family and ensure the well-being of its individual members.
This article is about fostering better family understanding through effective communication about critical issues that impact the sustainability of the family and the enterprise. In the past five years, it has become more difficult to keep stakeholders aligned around shared goals and capital allocations, given the disruptive challenges facing all owners of private capital. Establishing a quarterly discussion will help the family better understand the complexity of decisions being made and will help the family process the ‘pros and cons’ that must be considered.
Wealth and resources can provide wonderful opportunities to support entrepreneurship, encourage philanthropy and practice responsible stewardship. It is also a primary concern for parents who worry about their child’s relationship with money, or how wealth may disrupt a life path. Collected from decades of work with parents and young children, Mindy Kalinowski Earley FOX Chief Learning Officer, and Joline Godfrey, founder of Bounce10 address what not to do when raising children amidst abundance.
In an age of change and continued evolution of the family wealth environment, 2025 was a year marked with the need for sound practices and steady guidance. Looking back and looking forward, Family Office Exchange’s (FOX) Year in Review highlights key insights on:
For many families, the holidays provide a natural opportunity to reflect on how philanthropy fits into their shared story. Conversations often turn toward legacy, impact, gratitude, and how giving can be more intentional and connected across generations. Whether your family has an established foundation or is still exploring how to give together, there are five best practices for meaningful family engagement in philanthropy that can help create a more inclusive, sustainable, and fulfilling approach.
Welcome to day 3 of the 2025 Family Forum. Heather Asher Abramson, Managing Director, Core Membership, FOX Scott Muench, Chief Membership Officer, FOX
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.
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