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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.

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

Join us for a discussion with renowned macro investor Dan Tapiero as we discuss the regulatory shifts in the blockchain and digital asset sector and what it means for investors and for blockchain technology’s future use cases. We will build off Dan’s over 25 years of experience in global macro, gold, farmland and the journey that that led him to dedicate his focus to the transformative potential of blockchain companies and bitcoin. Dan Tapiero, Founder & CEO, 10T and 1RT Holdings

As AI continues to transform industries from healthcare and finance to manufacturing and consumer tech, understanding its trajectory is critical for Private Family Capital Investors looking to capitalize on emerging opportunities. Jack will share unique perspectives gained as a family member of a business-owning family and as a technology entrepreneur and visionary disrupting the way AI can innovate across multiple different industries at once. Jack Hidary, Founder & CEO, SandboxAQ Edwin Wang, Senior Advisor, SandboxAQ

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