Peter Moustakerski, CEO, FOX
Operating Businesses
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Many family businesses are undergoing or anticipating transitions, prompting the need for trusted advisors more than ever. This session features experts who have deep breadth of experience in helping families manage business transitions and the complexity that comes with them, including new liquidity, helping founders find their next purpose, and more. John Brown, Founder, Business Enterprise Institute Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX
B Corporations: Finding Balance Between Purpose and Profit, and Connecting with Consumers Along the Way
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Sustainable practices and responsible governance are the future of capitalism. With nearly 7 in 10 millennials and 52% of U.S. adults considering company values when making a purchase, B Corporations are making an impact on many levels. Some of today’s most well-recognized brands—including Patagonia—are at the forefront of that movement. Learn how to create a B Corporation and align it with your long-term business vision and mission.
Although business-owning families have foundational reasons for staying invested, most at some point will contemplate whether, when, and how to divest. By asking five key questions, a business owner's decision to hold a concentrated position or unwind all or a portion of the business can be made with greater confidence.
Successful strategic growth planning occurs when a company identifies opportunities for growth and then focuses its organization to be efficient and effective in the pursuit of those opportunities. Having proper preparation and governance is key to reach and sustain that success. This e-book will help jump start a company’s move towards that journey. It will also highlight the warning signs that can derail a strategic plan and show how companies can prepare to keep the plan on track.
Making the Case for Digital Transformation
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With the pace of change accelerating in today’s environment, it becomes critical for organizations to adapt and embrace a digital transformation that goes beyond implementing new tools and technology. By conducting a financial assessment, creating a business case, and building a road map, your organization can make the financial case for your digital transformation journey and get started today.
Every family’s succession journey is unique, and the change can feel uncomfortable. To help navigate that transition in leadership, 32 former family office CEOs offer their succession stories with the intent of sharing their advice and lessons learned to light the path for those for whom such a transition may be on the horizon. Along with the important lessons learned are helpful resources that include a sample succession plan.
In today’s hyperconnected world, news headlines are filled with stories about identity exposure, data breaches and other major threats to your personal information and financial assets. This guide provides best practices, resources, and actionable advice to help you protect yourself or recover from a cyberattack.
As we approach the two-year mark since the COVID-19 virus first hit and start to envision a “new normal,” Family Office Exchange (FOX) has identified three dominant themes that will drive disruption and opportunity for families of wealth, their family offices, and their professional advisors. We call them the "3Ts” – transitions, talent, and technology.
Employee Vetting and Protection
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Individual employees can be an organization’s most valuable asset or their most significant risk. While each company and family offices will have different challenges and needs, there are best practices that can be implemented to ensure employees are properly recruited, vetted, hired, onboarded, retained, and terminated. By taking the necessary steps with your employee vetting process, you will reduce unnecessary expenditures and mitigate the growing security threats.