Family Learning

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2023 Rising Gen Research Brief
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This research brief uses direct feedback from members of the rising gen to identify their top concerns and shed new insights into the important goals they have with their family. With the data and recommendations gathered, you can learn more about the group—including the challenges and pressures they face—to create a roadmap that leads to productive family engagement and communications, action planning, and problem-solving.

The Challenges of the Rising Gen: Seeking Clarity and Legitimacy
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In 2022 Dr. Jamie Weiner published The Quest for Legitimacy: How Children of Prominent Families Find Their Place in the World, a collection of qualitative research modeling rites of passage, pathways to individuation, creating trusted partnerships, and addressing family dynamics. Similarly, in 2022 FOX has conducted focus groups and a rising gen study, which affirms what we know about rising gen, and illuminates the methods to ensuring success and fulfillment.

Charitable Giving Guide
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Based on “The Stanford PACS Guide to Effective Philanthropy” and “The Philanthropy Toolkit: An Introduction to Giving Effectively,” this Charitable Giving Guide provides donors with a comprehensive resource to help maximize the impact of their philanthropic giving. By selecting one or more sections that align with your most immediate needs, you can tailor your experience by the topics that interest you.

How to Talk with Your Family About Wealth
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For a variety of reasons, Americans tend to be reluctant to discuss the specifics of their wealth—especially with adult children. While there may be discomfort around talking about wealth, there are several good reasons and ways to have these critical conversations.

How to Achieve a Successful Transition of Family Wealth
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The creation of family wealth takes years of dedication, sacrifice, and hard work. To ensure that the hard-earned wealth is sustainable for generations, mentoring family members plays a key role in the successful transition of family wealth. Serving as an effective framework is the Family Wealth Mentoring Pyramid™ that incorporates five areas: Life Purpose, Wealth Theory, Wealth Operations, Communication Practices, and Wealth Governance.

FOX Public Webcast: A New Era in Family Wealth: The Rise of Human Capital
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We are entering a New Era in Family Wealth. The New Era represents a distinct shift in families’ needs and priorities. Family wealth has long been defined mostly in financial terms, which led to growth and protection of the family’s financial capital as the overriding priority. Today, here is an emerging desire by more families to focus on purpose, education and leadership or the human capital element.

2023 FOX Foresight - Three Forward-Thinking Families and Their Learning Approaches
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Discover different learning approaches taken by three families who partnered with a FOX consultant to develop their human capital, engage the next generation, and create a culture of learning at an early age. These three vignettes exemplify best practices and trends in family education, including the formalization of family learning.

How to Achieve Family Continuity Through Competency Discovery | 2022 FOX Family Forum
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Role definition and preparation is a common challenge for families looking to integrate rising family members into the enterprise. Solving this challenge leads to higher rising gen participation and increased in-law engagement within the family. Using competency-based assessments, families can predict the success of family members in specific roles within the enterprise. Join this session to learn how to shift from forced succession to agreed-upon continuity by embracing the natural behaviors and strengths of family members at all ages.

An Optimistic Outlook for Family Transitions | 2022 FOX Family Forum
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Join FOX for a moderated keynote with internationally recognized author and consultant, Dr. Jim Grubman. The session will explore an exciting trend and share examples of families that are taking a more positive approach to family leadership transitions, preparing the rising generation, and keeping the family engaged and cohesive. Jim Grubman, Family Wealth Consultant David Toth, Interim Co-President, FOX

Building a Lasting Family Legacy in Asia: Values, Governance, and Policy
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A large and growing cohort of next generation (next gen) investors in the Asia-Pacific (APAC) are preparing to take on the responsibility of managing their family’s wealth and take on an active role in maintaining sustainable generational success. While there is no standardized playbook for establishing family sustainability, next gen investors and principal wealth owners throughout APAC can help build their own families' futures by considering three core pillars of building a lasting family legacy: shared values, strong wealth governance, and a clear, long-term investment policy.