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Managing Elder Care, Aging, and Incapacity
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As we age physically and mentally, our ability to care for ourselves and capacity to manage family affairs often diminishes – sometimes unexpectedly and rapidly. This presents significant problems that next generation family members and family office executives must manage under very stressful circumstances that can change day-to-day. In addition to the types of care one requires, there are myriad legal, financial, and personal matters that must be delicately addressed and thoroughly planned for.

CCPA is Coming: What You Need to Know
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Last year California passed the most sweeping change to US privacy law to date. The California Consumer Privacy Act (CCPA) comes into force on January 1, 2020 and brings with it many new compliance requirements for companies who collect, share and use the personal information of Californians. Companies need to examine their practices with respect to consumer data in order to comply with the CCPA’s broader requirements for disclosure and broader rights for consumers with respect to the control they have over their data.In this session, we explored:

Crypto vs. Blockchain: How to Separate What's Real and What's Hype in the "Blockchain Revolution"
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There is a lot of hype (and frankly a lot of nonsense) surrounding the so-called "blockchain revolution." But with firms like Fidelity, JPMorgan, and Facebook getting involved -- and institutions like Yale, Harvard, and MIT investing -- there must be something real there. In this session, Bitwise's Global Head of Research, Matt Hougan, explored crypto, blockchain and everything in between, and provided you with a roadmap for how to consider, if and when, to make your first investment in the crypto/blockchain ecosystem.

Highlights from the 2019 Survey on Values-Aligned Investing
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This year, FOX included a values-aligned investing chapter in our Global Investment Survey for the first time. We gathered deep, meaningful data on responding families and look forward to sharing it with you. Join us as we shared how the world’s leading families are deploying capital to values-aligned strategies, as well as the challenges and opportunities identified by investors across the spectrum.

Results Oriented Trusts: Balancing Settlor Intent with Beneficiary Needs
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More and more families are looking to ensure that their philosophy and values align with their goals in creating trusts. A results-oriented trust is one that has been particularly designed as a tool to encourage beneficiaries’ behaviors in their realms of work, charity and socially responsible choices. Often times beneficiaries feel guilty, embarrassed or even anxious about their trusts, compared to the stereotype of the entitled beneficiary. This webinar provided insight on structuring trust documents to balance settlor’s intent with the needs of the beneficiary.

Preparing for the Global Talent Crunch
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A major commercial crisis is coming, and it could cost nations and businesses $8.5 trillion in unrealized revenue by 2030 – equivalent to the combined GDP of Germany and Japan. The threat: chronic skilled talent shortages. According to Korn Ferry, it will impact growth for businesses and nations as soon as 2020. By 2030, there will be a global talent shortage of 85.2 million skilled workers, with the knowledge-intensive financial services industry one of the hardest hit.

Developing Your Personal Brand
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Branding isn’t limited to marketing a product, service, or business. Articulating a personal brand – a statement about who you are and what you have to offer – is a powerful way to direct your career development and control how you are perceived within your family. This interactive session will guide you through the process of creating your personal brand and explore how you can bring it to life.

Three Degrees of Engagement in Personal Investing (Intermediate)
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Whether you are an experienced investor or just learning to understand a financial statement, these sessions will provide you with information to better grasp your own and your family’s financial picture and give you hands-on strategies to apply your learnings.

Three Degrees of Engagement in Personal Investing (Advanced)
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Whether you are an experienced investor or just learning to understand a financial statement, these sessions will provide you with information to better grasp your own and your family’s financial picture and give you hands-on strategies to apply your learnings.

FOX 2019 Rising Gen Forum Digital Binder (Spring)
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Please join us for our third FOX Rising Gen Forum on May 5-6, 2019. This community was created to help connect like-minded peers looking for an opportunity to learn, share experiences, and develop skills as leaders within your families.