As families steer their enterprises through today’s turbulent political climate, it is critical for them to stay abreast of the latest political and regulatory developments in the US and globally. It is vital for family leaders to be able to weed out the noise and distill the most relevant developments that will impact their families, their investments, and their operating businesses.
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Owning the AI Future: Capital Allocation & Cultural Reinvention | 2025 FOX Family Forum
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AI is obviously a massive secular trend. Perhaps the greatest innovation in the history of humanity. How can family office investors cut through the clutter, deconstruct what’s actually going on, and find outsized opportunities on the public and private side? Further, how can families and family office leaders create their own AI-native organization and culture, embrace practical applications to maximize efficiency, and stay abreast of this dynamic space and separate signal from noise?
Founder and CIO of Morgan Creek Capital returns to FOX for a presentation and fireside chat to discuss the macro-economic landscape and investing environment and the latest developments across Blockchain Technology. Mark brings decades of experience investing capital across asset classes and for endowments and institutions, and this session will reflect back on the how the investing landscape has changed for family offices in each of the last several decades.
CFOs Lean in on Taxes as Optimism Rises
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Although CFOs’ optimism has risen, finance leaders are confronting the disruptive triumvirate of new tax legislation, persistent tariff volatility, and rising AI integration—while seeking meaningful, measurable outcomes. All at once, three things must be considered in a complex environment where transformational opportunity and uncertainty coexist. The takeaway is that holistic modeling is essential for businesses to determine the right tax strategy for their circumstances.
The Future of Legal Operations: Unlock Efficiency and Growth with Legal Managed Services
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As regulatory complexity intensifies and business operations accelerate, legal departments face mounting pressure to deliver more—with greater speed, precision, and strategic insight—while managing costs and demonstrating value. Yet many remain constrained by traditional service models that struggle to scale with these evolving demands. This gap has created perfect conditions for innovation and unlocking efficiency and growth with legal managed services, which now represents a new paradigm on how legal work gets done in an increasingly complex business environment.
With volatility resurfacing in April and policy dynamics continuing to evolve, the second half of the year is shaping up to be eventful. We will revisit our 2025 themes: Fragility, Durability, and the Age of Alpha through the lens of current market conditions and explore what we believe matters most to Family Office investors in the second act of the year. Bradford Long, Partner, Chief Investment Officer, Fiducient Advisors Adam Newell, Partner, Senior Wealth Consultant to Private Clients & Family Offices Fiducient Advisors
Join FOX for an exclusive and insightful discussion regarding important insights and provide valuable information about how the expiration of TCJA, and other tax and economic legislation changes, could affect you, and your enterprise. Also learn the results of the annual 2025 Family Enterprise USA Annual family business survey. John Gugliada, Director of Family Engagement Family Enterprise USA, Policy and Taxation Group Russ Sullivan, Shareholder, Brownstein
Non-U.S. Investing in a Fragmenting World
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Looking at the data and macro trends, the quantitative insights suggest the conditions underpinning more than a decade of non-U.S. equity underperformance may be starting to shift. The three drivers behind it are (1) tariffs are weighing on U.S. household income and may curb consumption; (2) fiscal and economic policy abroad is becoming more proactive; and (3) macro conditions are reshaping relative growth prospects. As growth differentials narrow, there are compelling valuations—and potential capital flows—outside the United States.
The Money Maze Podcast: “The Consultant’s Edge” — Are Investment Consultants Indispensable?
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In this episode of The Money Maze Podcast, NEPC's Michael Manning discusses the evolving role of investment consultants, highlighting how they help institutional investors navigate complex markets, build resilient portfolios, and make strategic, long-term decisions. The conversation explores whether these consultants are indispensable in an increasingly dynamic investment landscape.
As with any technology, change happens gradually, not overnight. And GenAI is no different. While it may seem to many that the AI enterprise adoption is at a standstill because the financial benefit is not yet evident, important steps are happening behind the scenes that are setting the stage for broader scale adoption and monetization in the not-too-distant future. In this report, we address the common questions about the generative AI theme.