As children grow, they’re continuously learning—both in and out of the classroom. For families of wealth, these moments of growth offer powerful opportunities to introduce lessons that go beyond academics: lessons in values, generosity, stewardship, and the true meaning of wealth. Here, we outline an age-by-age framework designed to help families of wealth nurture confidence, character, and curiosity across generations.
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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.
Welcome to the Forum and Leading Through Change | 2025 FOX Family Office and Wealth Advisor Forum
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Welcome to day 1 of the 2025 Family Office and Wealth Advisor Forum. Scott Muench, Chief Membership Officer, FOX Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
College Planning 101: How to Get Ready as a Family
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Going to college is a major milestone—and for many members of the sandwich generation, it’s important to know how to get ready for that big moment, both from a financial and emotional perspective. Learn more about the College Planning topic in this episode of Invested: Advancing Women in Work and Wealth.
In this session, participants will explore a comprehensive framework designed to address the essential question: how might we build a strong and connected family of wealth? The discussion will center on the ten core competencies crucial at each life stage for navigating the unique challenges and opportunities that wealth brings. Attendees will be encouraged to reflect on their current positions, envision future possibilities, and identify areas for growth.
What is Your Superpower? Empowering Individuals and Family Members to Achieve Their Purpose I 2024 Family Forum
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What is your superpower? If you don’t know, well, you don’t get to put on the cape. Based on his book, Design for Strengths: Applying Design Thinking to Individual and Team Strengths and Weaknesses, John will share the “Design Thinking” mindset and process out of Stanford University, ubiquitously used at Apple, Google, Amazon, and other Silicon Valley successes.
In the thriving family, learning and growing must be both individual and across the family system. In this breakout participants will learn how the 10x10 Learning Roadmap can be used to develop group learning programs for all family members and/or for specific cohorts. This session is complementary to the day two session that focuses on the individual, life stage pathway of the 10x10.
FOX has recently taken a closer look at the various types of capital available to families and the offices that serve them. One category not yet discussed at our forums is TIME CAPITAL. Given the limited nature of time, it is essential to allocate, invest, spend, and cherish the time we have.
While there is no single thing that makes a college essay good, there are three core characteristics that are part of every good essay. Beginning with knowing how to immediately establish attention within the first sentence, a college essay can stand out and make the admission officers want to read further and discover more about the person who is seeking admission into their college.
Over the past decade, matriarchs and patriarchs of successful families have been shifting their focus from their children to a broader group of individuals, such as grandchildren, siblings, and nieces. Often, they choose to create family banks, which are typically trusts that are funded to help individuals pursue entrepreneurial opportunities, venture philanthropy, and knowledge in a structured and more-likely-to-succeed manner. Family banks can be customized to fit a family’s agenda, and the risks inherent in family banks can be thoughtfully managed.