Resource Search

Longevity is a gift only if you know how to use it. Covie will share insights from vibrant elders about the factors that allowed them to design meaningful later lives as well as the best practices that each of us can put in place today to ensure that our aging impacts our families more positively than negatively.Covie will lead us through a planning process to help families get started, based on how she has observed other families successfully navigate the longevity journey.

Like the Fink Family, a growing number of families are investing directly into impact companies and for good reason. There are great investment opportunities and investors can pick the specific type of positive impact they would like to see (sustainable fishery, renewable energy, financial inclusion, etc.). But investing directly into companies efficiently and effectively requires a different acumen and infrastructure than investing in public markets.

Learn how non-family business executives can lead discussions on succession and why you may want to facilitate this process. In this session, Charlie and Jonathan will share data and case studies from successful (and unsuccessful) successions at leading family enterprises and engage in a group discussion to help answer the following questions:

Families of exceptional wealth enjoy abundant resources to achieve family goals, but also face peculiar, idiosyncratic risks not easily managed through traditional means. This session explores a framework for managing those risks while taking advantage of the unique edge which families can have over other investors.

As new social and geopolitical conflicts arise, threats to a family’s security and well-being change. This landscape has materially shifted over the last few years and, as a result, families need to be prepared to address a variety of personal, physical, and cyber risks.

This is a segment from the 2017 FOX Fall Forum seminar, Family Learning Programs: Designing for Engagement You can view the full video of the seminar, or explore more clips from it here:

This is a segment from the 2017 FOX Fall Forum seminar, Family Learning Programs: Designing for Engagement You can view the full video of the seminar, or explore more clips from it here:

This is a segment from the 2017 FOX Fall Forum seminar, Family Learning Programs: Designing for Engagement You can view the full video of the seminar, or explore more clips from it here:

This is a segment from the 2017 FOX Fall Forum seminar, Family Learning Programs: Designing for Engagement You can view the full video of the seminar, or explore more clips from it here:

Many FOX members have come to realize that effective education programs don’t just happen, they are creatively designed with specific outcomes in mind. Come to this session to hear from several chief learning officers who are positively impacting their families by designing engaging experiential programs for each generation. Program overviews and learning modules designed and used by three families will be featured.