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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.

This session will explore the transformation of an investment office into a fully integrated family office over the past decade. Attendees will gain insights into how progress is measured through ten key performance metrics developed over the years, supported by real data and analysis. The session will also highlight a compelling case study of a multi-generational investment in Ballyfin, a meticulously restored 200-year-old estate turned Michelin-starred resort in Ireland—demonstrating the intersection of legacy, vision, and precision in long-term family investments.

Welcome to day 3 of the 2025 Family Forum. Heather Asher Abramson, Managing Director, Core Membership, FOX Scott Muench, Chief Membership Officer, FOX

A new kind of wealth holder is emerging—one who sees money not just as a legacy to preserve, but as a tool to activate in service to the greater good. In this session, author and impact strategy advisor Sharon Schneider introduces The Integrator, a framework for understanding individuals reshaping how families invest, give, and govern. Sharon Schneider, Founder, Integrated Capital Strategies + Author, Handbook for an Integrated Life

Thank you for attending the 2025 FOX Family Forum. Peter Moustakerski, CEO, FOX

In an era of shrinking aid and shifting power, IDP Foundation has reimagined how philanthropy can drive sustainable impact. By deploying innovative financing tools—like program related investments, loan guarantees, and blended capital—the Foundation has supported thousands of low-fee private schools serving some of the poorest communities in Sub-Saharan Africa. This session explores how these catalytic approaches have extended the reach and accountability of philanthropic capital, strengthening existing systems rather than creating new ones.

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.

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?

We will share three inspiring stories about family evolution, impact and engagement in the family’s collective enterprise. Each of these families has planned for key transitions and managed unexpected challenges with innovative solutions that bring insights for all of us.

Understanding how families will set their multi-generational goals in the midst of global change. We will discuss different strategies used by families around the globe. Sara Hamilton, Founder and Family Advisor, FOX Miguel López de Silanes Gómez, International Market Leader, FOX