Family Learning and Owner Engagement


The Client of the Future: Advising Millennials
Amy Hart Clyne identified five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the
Engaging the Client of the Future
Family Office Exchange
Today’s young adult family clients – specifically those who identify as Millennials or Gen Y – are bringing a distinct set of preferences and sensibilities to their relationships
Preparing the Next Generation for Your Family Wealth Journey
There is a great deal of focus on preparing the next generation, however often misguided on how to do this.  In this webinar, attendees will learn:The important questions that must be answered
Raised Healthy, Wealthy & Wise
One of the most frequent “keep you awake at night” questions for wealth owners is how to raise responsible, motivated and independent next generation children? In this provocative webinar, Coventry
Managing More than Money: Navigating Addiction, Mental Health and other Failure to Launch Issues in High Net Worth Families
Given the statistical likelihood that many FOX participants are related to or work with someone with a behavioral health issue, this webinar broaches a difficult but real topic that is encountered by
Becoming ONE…Navigating the Complexities of the Blended Family
Fostering effective communication and gaining consensus in the family governance and estate planning/execution is never an easy task.  Whenever the complexities of a blended family are
Strangers in Paradise: How Families Adapt to Wealth Across Generations
The vast majority of the wealthy actually come from middle-class or working-class backgrounds. When they find themselves in the wonderful but unfamiliar world of wealth like immigrants to a new land
Money and the Next Generation: How Thought Leader Families Raise Financially Fit Kids
While every family is critically concerned about the well-being of their financial assets; the well being of their human capital—the future of their children and the health of the family--is
Family and Wealth Sustainability, The Five Step Process to Healthy Family Governance
Wealth brings vast opportunities to families, but also vast challenges. Families wish to motivate children with wealth and to foster independence vs. dependence, but often families are faced with
Setting Goals: The Roles and Responsibilities of the Family Office
To be successful, the family office and the family itself must be aligned in their objectives with clear definition of roles for each.  Join us for this webinar as we define roles and