Resource Search

Each year, the Global Risks Report, published by the World Economic Forum at Davos, in partnership with Marsh & McLennan Companies and Zurich Insurance Group, is a critical guide to explore some of the major challenges and risks of the world. Understand how decision-makers across the industry can find opportunity amid today’s global challenges. From geopolitical turmoil, to environmental dangers, and cyber threats, we will discuss how businesses may find benefit in applying some of the same contingency planning principles to a wider array of risk planning.

Alternative data is no longer an alternative. The digitization of our world has created an unprecedented data revolution that creates alpha opportunities for family offices in otherwise efficient markets. This cutting-edge talk will examine the latest in AI and data science and showcase where the future of alpha might come from. The asset manager of the future will need to evolve tools, processes, and personnel to exploit this alternative data advantage. The session will also demonstrate how data-driven products get developed and implemented in a portfolio.

Family members from all generations are hungry for clarity on how to navigate the financial and emotional complexities of wealth. In order to do this well, families need leaders—all kinds, from all generations. Come to this session to learn how one Chief Learning Officer within a multi-family office helps families develop leadership skills that are pragmatic and cross-generational. Good leadership is easily identifiable when it is present within a family system, and often overlooked when a family lacks the skills to cultivate its own leaders. What do families need now? Leadership.

Much has been written about the sweeping tax law changes as part of the 2017 Tax Cuts and Job Act. Ultra-wealthy taxpayers and business owners alike are faced with not only a myriad of changes, but also many planning opportunities. For real estate owners, investors, and developers, the impacts are significant. Experts will take participants through the tax law changes and explore opportunities for targeted trust strategies that real estate owning families might consider.Tina Milligan, Managing Director, CTC | myCFO

Direct Investing is a key investment focus for a growing number of families as they seek greater control of investments and wish to encourage entrepreneurship within the family. A panel of experienced direct investors will share real-life examples of how they source and vet opportunities. They will share lessons learned and best practices to help attendees develop their own family’s private equity strategy.

Offering a competitive compensation plan is essential to attracting and retaining the top talent that can ensure a family office’s success. However, compensation is also consistently the biggest line item in every family office budget. This makes designing compensation plans that are competitive and effective especially imperative.

Research shows that effective self-care practices can lead to success at work and at home. Join us to discuss the four pillars of well-being and how they inform the way we care for ourselves, our families, and our organizations. Develop a practical self-care tool kit, including mindfulness, nutrition, and movement to increase your productivity in the office, impact your effectiveness as a family member, and engender greater fulfillment and longevity.

What makes a resilient family thrive and a sustainable family enterprise strong across the generations? Learn what is in store for attendees at this year’s FOX Fall Enterprise Forum, and get a deeper look at FOX’s approach to Enterprise Thinking and how members utilize this mindset so that every generation can be a first generation.

Engaging a coach can be an effective way to develop your leadership, engage your teams, and accelerate your career development. In this interactive session we will explore your understanding of coaching as a mindset, a skill set, and a resource for Rising Generation family members. Coaching can help you unlock your leadership potential, whether it is through peer coaching or working with a professional coach.Austin McDonald, President and COO, McDonald Development CompanyGreg McCann, Founder and Principal, McCann & Associates

During our time together, we will discover how to bring meaning to our work, identify our own purpose priorities, and understand how to use our voice for change. This session provides an opportunity to bring together these essential building blocks to tell a powerful story about the impact we want to have on our families and the world. Being able to clearly articulate what you care about will set you apart as a creative and authentic leader who can leverage stories that engage and persuade.Talli Sperry, Head of Family Office Segment, The Vanguard Group