In this video, John Stewart engages with Libby Doran and Nayana Jha at Doran Leadership Partners—a boutique organization with a national reach, specializing in family enterprise and executive search, with a significant focus on family offices. Together, they discuss the unique recruiting challenges and trends within the family office space, including amid the lack of succession planning.
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Polarities: Moving From the Limitations of “Either/Or” to the Power of “Both/And” | 2025 FOX Family Forum
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The world in which we live is tumultuous and increasingly polarized. It is timely and essential for leaders at every level to see conflicting perspectives and contrasting value systems as opportunities, not obstacles. That is why we need to understand and leverage Polarities.
Winning on the People Side of Business
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The future is human. With all the talk about how the newest generation of technology is going to change our world, this research clarifies that it’s the human factors that are most important. Across nearly every dimension of this survey, business leaders identify the “people side of business” factors as central and essential to their competitiveness now and well into the future.
Engaging the Rising Gen: Practical Advice from Future Family Leaders and Family Office Execs
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Engaging and preparing the rising generation is often top of mind, as the wellbeing of future family leaders is of great concern. Setting out to understand the needs and wants of the rising generation, this research tapped into the wisdom and experience of 55 families, 28 future family leaders, and 38 family office executives.
Strategies for Developing Early Career Professionals
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A major trend with family enterprise organizations is designing ways to develop and retain early career professionals. The most effective emerging practice is to develop a strategy that blends the quantitative skills necessary to meet the financial, legal and technical needs of a family, along with the qualitative skills needed to navigate complexity, change management and family dynamics. Together, these core competencies provide a clearer path for career progression and immediate organizational impact. Which is critical for millennials and Gen Z’s entering the workforce.
The success of a private equity fund’s investment in a portfolio company largely hinges on the performance of the Chief Financial Officer (CFO). Initially chosen CFOs may be ideal for early goals, but market shifts might necessitate a change in CFO to adapt and succeed. Understanding the unique skills of different CFO archetypes is key for funds to make timely, effective leadership decisions.
Who is the Ideal Family Office Leader?
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From one family office to another, the ‘top spot’ or Family Office Leader will go by different titles that include Head of Family Office, Managing Director, and Chief Executive Officer. And while the position will never be the same with professionals adjusting to the Family Office it serves, there are ideal competencies, qualities, and even qualifications that you can look for in your search for the ideal Family Officer Leader.
FOX honored Shannon Kennedy, Head, BMO Wealth Management - U.S., with the Glen W. Johnson Legacy Award. The award is presented to a distinguished individual with extraordinary business achievements and who demonstrates Glen’s values and characteristics. Glen was a great admirer of Shannon and we can’t think of a more deserving inaugural recipient given Shannon’s accomplishments and continued influence within the family office industry.
Family Leadership Development
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Understanding the development of family leaders plays an important role as new generations emerge. In this episode, Richard Joyner discusses the path it takes to become a family leader and how to develop the skills and experiences needed for success.
Women's Entrepreneurial Journeys: Profiles of Leadership in an Era of New Opportunities
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The number and scope of women-owned businesses have risen at an unprecedented rate. In an era of new opportunities, this paper profiles eight courageous and resilient women who share their personal stories and the lessons they learned building successful businesses. One theme that emerged from these women’s stories was the critical role of mentorship; another key factor was access to capital.