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FOX Trends and Insights
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A critical element of Family Office Exchange’s work is to identify trends and issues that have immediate and future impact on families of wealth. In this session, originally presented at the 2016 Fall Forum, Alexandre Monnier explored the trends emerging in the family wealth industry and how these trends will impact families today and well into the future, what families will need to do to prepare for these inevitabilities, and how these trends link to the family/advisor partnership mindset.

Private Aircraft Ownership and Operations: Pitfalls and Opportunities for the Family Office
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Using private aircraft – anything from large intercontinental business jets down to single-engine piston aircraft – to meet the transportation needs of family office principals, employees, and guests can provide enormous benefits in time, security, and convenience. The ownership and operation of such aircraft, however, can be quite complicated.

Investment Policy Statements
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Everyone agrees that a written investment plan is a good idea, yet according to recent FOX surveys only 40% of families utilize a written plan. Why are investment policy statements (IPS) avoided by so many families? What are the component parts of an effective IPS? What does a traditional IPS look like versus a modern iteration? What can families do to make the documents integral to the investment process? What are the IPS best practices?

Family Communications & Interactions - How Can Technology Help the Modern Family Office?
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A Family Office is all about providing a tailored, bespoke experience to the family. How does a family office extend that into the digital world? Technology tools, when properly implemented, can provide the personalization needed to create a greater sensation of comfort and higher satisfaction for the family. The right offering can demonstrate the value-add a family office provides and add to the services the office can offer without increasing costs.

Highlights from the 2016 FOX Family Office Compensation & Benefits Survey
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Attracting and retaining talent is the #1 Human Capital challenge in family offices today. Please join FOX principal researcher and Managing Director, Jane Flanagan and Bruce Benesh, Partner-in-Charge, Human Capital Services, Grant Thornton LLP to find out what 151 of your peers who completed the 2016 FOX Family Office Compensation & Benefits Survey are doing to attract and retain key talent. From flexible work options to incentives, this session will update you on the latest trends in family office compensation.

Succession - Taking a Broader View
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Single family offices are increasingly faced with the topic of succession whether triggered by an upcoming departure of a family office executive or a broader transition in generational family leadership.

Impact Investing Across Asset Classes: From Strategy to Execution
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Impact investing is gaining significant momentum in the family office community, with families investing the majority of the more than $60 billion allocated to impact fund strategies. This three-hour seminar will provide a high-level overview of the key elements of impact investing for family offices across asset classes.

Managing Conflict: Triggers and Self-Tempering
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Randolph B. Godshall will speak from his experience as a respected litigator about family-conflict litigation and how to avoid such legal wrangles by working through differences in perspectives. Randolph will reference his extensive client work to identify proactive and preventative strategies and tactics to better understand the root causes. Ann Begler will build on Randolph’s foundation and explain the psychological underpinnings that impact individuals in different ways and how they contribute to inevitable family conflict.

Strengthening the Partnership Team Between Families and Advisors
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Strong partnerships between families and their advisors better prepare them to take on complex issues and navigate transitions. Family Office Exchange has undertaken ground-breaking research focused on how these great partnerships are formed. The research chronicles the work of families and advisors who have effectively transformed their numerous and complex relationships into highly productive partnerships. Amy Hart Clyne will lead a panel of families and advisors that will bring these stories to life along their journey to secure family engagement and unity for generations to come.

The Importance of Private Capital: Insights from a Well-Known Investor and Philanthropist
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Emotions are at an all-time high this election, but no matter who is voted into office, our investment goals aren't likely to change much. What's important is how we invest and where each of us focus our energies in the coming years. Our keynote conversation this year is with a recognized investor and supporter of social causes, Mellody Hobson, who will share her insights on investing for the long-term and using family resources for philanthropic impact.