Family Learning

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Benefits of Age-Appropriate Learning Strategies
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When is the right time to begin a learning program, and how do you determine which topics to include within that program? FOX’s Learning Center team will help attendees answer these important questions through theories, FOX research, and best practices of leading families. Speakers will explain the resources available in FOX’s updated Family Learning Handbook and describe how the learning tools can be used for a variety of family learning initiatives.

The Key to Generational Sustainability: Family Learning
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FOX’s Chief Learning Officer, Mindy Kalinowski Earley, explains how and why family education is an essential component that supports family cohesion and the transfer of wealth and legacy through generations. During this session she walks viewers through the newly released FOX Family Learning Handbook, filled with a roadmap of tools that will assist leaders in addressing common family education challenges as well as strategies to solve them. View the Family Learning Handbook.

Meetings Matter: A Practical Guide for Philanthropic Families
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Good meetings are a critical block of effective, impactful, and not least of all, enjoyable family philanthropy. This guide explores giving families' strategies, tips, and tools used to ensure that their meetings are also gatherings that family members look forward to. Constructive templates are also provided to help you think through the key nuts and bolts of designing and running a great and enjoyable meeting. When done well, meetings are an opportunity to build shared meaning and deeper relationships within and beyond families.

Importance of Family Learning: Developing Flourishing Families through Family Learning
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The Importance of Family Learning: Developing Flourishing Families through Family Learning is an editable presentation featured in the FOX Family Learning Handbook designed to build a shared understanding of what family learning is and why it is important. Use it in a Family Learning Brainstorm Session to begin developing a family learning program, or use it in sections across several learning committee meetings. It is for you to customize based on your needs.

FOX Family Learning Handbook
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When wealth owners are asked what challenges them most, their first answer is frequently, “helping my children become productive adults.” Parents want their wealth to be a source of satisfaction and opportunity for their children and want to ensure that their children are prepared for the responsibilities that come with wealth. Getting this right is not easy, but those who have committed to educating the next generation will tell you that the return is well worth the investment.

Cover to Cover: How Family Business History Books Are Built
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Crafting a family story as part of your family history is essential in helping rising generations understand and embrace their roles in the family enterprise. For a family with a business, that story will enormously benefit the younger generations whether or not they are actively involved in running the family business. Understanding the roots of the family’s entrepreneurialism will also cultivate stewardship and deeper appreciation of the wealth and responsibilities generated from long-term success.

Preparing for the Great Wealth Transfer: Strategies for Effective Family Education
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Often, families execute wealth transfer planning strategies without fully considering what wealth and family legacy means to them—particularly the importance of defining and sharing their associated social, economic, and philanthropic values. In this interview, two advisors examine the value of family education and the critical role advisors play in the process.

Considerations for Rising Generation Education
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As no two families are alike, there is no one singular approach to family education—the cornerstone to a thriving, lasting legacy. The structure, topics, and educational methods all depend on the needs, wishes, and preferences of the family members. As you develop your rising generation education strategy, considerations should be made around the establishment of a solid foundation, forum and format, and taking a gradual approach.

Preparing the Rising Generation for Leadership and Succession
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Succession and Generational Transition is a key concern for over half of FOX’s family member leaders. Similarly, our rising gen research shows that 53% of the rising gen view leadership and skill development, as well as defining future roles in the family, as a challenge. Together, Sara Hamilton, Founder and CEO of Family Office Exchange, and Mindy Kalinowski Earley, FOX’s Chief Learning Officer, addressed the concerns and challenges of each constituent group, and provided solutions for preparation, transition and succession.

Demystifying Decision Making in Family Philanthropy
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This issue brief examines the kinds of decisions that family foundations often face and sets out practical, easy-to-apply guidelines for ensuring that the foundation’s decision-making methods vary appropriately, as conditions and circumstances change.