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Staying ahead of evolving tax laws and estate planning strategies is essential for preserving family wealth across generations. This session will provide the latest updates on tax regulations, trust structures, and estate planning considerations that impact family offices and wealth advisors. Experts will share insights on how recent legislative changes may influence planning strategies, along with best practices for optimizing tax efficiency, ensuring asset protection, and facilitating smooth generational transitions.

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

With rising geo-political uncertainty and conflict, Basil Mohr-Elzeki will be discussing how Americans are diversifying with portfolios of alternative residencies and citizenships by investing in different jurisdictions – including key considerations when advising families navigate through this topic. Basil will be also sharing wealth migration trends and statistics outlining popular areas chosen by the affluent. Basil Mohr-Elzeki, Managing Partner, Henley & Partners Hans Juerg Raez, Executive Director, Vontobel

Attracting and retaining top talent has become more complex than ever, with shifting expectations around workplace flexibility, compensation, and benefits. This session will explore how family offices and wealth advisors can design talent strategies that balance in-office collaboration with remote work flexibility, address competitive compensation structures, and provide meaningful benefits that align with long-term goals.

Welcome to day 2 of the 2025 FOX Private Family Capital Summit. Nate Hamilton, Chairman, FOX Nick Rhoads, Board Member, FOX

Family offices continue to increase direct investments in private companies, with each family often cultivating an approach tailored to their unique capabilities, risk tolerance and desired sector exposure. Hear from deeply experienced private equity investors who will share the origins of their direct investing strategies as well as the challenges and opportunities inherent in their approaches amidst a dynamic market environment.

Join us to hear from the leadership of a firm that has played a unique role investing in disruptive innovation, technology and consumer businesses. Juan will share the firm’s longstanding macroeconomic thesis and what its implications are for Private Family Capital Investors seeking to best position their family and their investments for the future. Juan Sabater, Co-President, Valor

In this session, we’ll delve into the current state of the global macroeconomic landscape and its profound impact on investment strategies for Private Family Capital across asset classes, sectors, and geographies. Led by one of the financial industry’s foremost global macro strategists, this presentation will provide insight on today’s evolving economic conditions, from inflation trends and interest rate fluctuations to geopolitical risks and tariff disruptions, alongside the implications for long-term investing and secular trends.

Since the rise in interest rates in 2022, public and private credit have been some of the most sought-after asset classes by Private Family Capital Investors. Hear from the founder of a rapidly growing credit fund on how he has navigated the 2020 volatility, the parallels he sees to today’s market, and what's different this time around, including what risks remain in the broader market. Scott Goodwin, Founder, Diameter

Dr. Verburgh will share cutting edge insights in the field of longevity, including the latest science, investing, and personal strategies backed by scientific evidence for extending health span. We will discuss what the future looks like in a society where adults might live much longer, and what this means for families both personally and professionally. Kris Verburgh, General Partner & Head of Science, Longevity Growth Fund