Family Journey

Overview

There's a structural, philosophical, and cultural transformation taking place with the family journey. It's a paradigm shift toward an enterprise mindset that better balances managing the family's financial capital and nurturing its other capitals, especially the well-being of its members. Learning from the collective perspectives through the years and the forward-thinking practices gathered here, families who build from their strong foundation of success and values will continue to thrive and flourish across generations.

Curated Resources and Best Practices 

For members of the FOX community, the curated resources here are part of the Family Journey Toolkit—which includes a brief overview and access link for each listed resource—that can be downloaded for future reference and further review with your family members and trusted advisors.

 
Evolution of the Family Journey 
 
Enterprise Mindset 
 
Entrepreneurship and Innovation
 
Family Sustainability
 
Family History 
 
Family Values
 
Family Vision
 
Family Engagement
 
Purpose for the Wealth 
 
Generational Transitions 
 
Family Journey Tools and Consulting
  • E-Learning Course: Rising Gen Fundamentals is designed for members of the rising generation who are deeply interested and invested in becoming a credible and contributing family member. The course covers the fundamentals of family offices, family systems, governance, and communication. It also includes a personal assessment and leaves you with an action plan to move forward with clarity and confidence to meet your personal and family goals. Take the course individually, at your own pace, or with your siblings and cousins to create a shared learning experience.
  • FOX Consulting is available for families seeking tailored advice and solutions to meet their unique needs.

For more expert insights and guidance on other topics of interest, explore the full collection of Resource Toolkits.

Solutions and Resource Toolkits

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