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Inheriting Family Wealth: How to Prepare
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For many high-net-worth individuals with children, amassing wealth may be the easy part; successfully passing down that wealth to their children is where things can get difficult. If you’re the parent, you want to prepare your children for what’s to come. If you’re the one inheriting your parents’ wealth, and if you feel overwhelmed, you’re going to want to create your own game plan.

Building an Investment Thesis Around the Future | 2025 FOX Private Family Capital Summit
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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

Investing in Today’s Global Macroeconomic Environment | 2025 FOX Private Family Capital Summit
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In this session, we’ll delve into the current state of the global macroeconomic landscape and its profound impact on investment strategies for Private Family Capital across asset classes, sectors, and geographies. Led by one of the financial industry’s foremost global macro strategists, this presentation will provide insight on today’s evolving economic conditions, from inflation trends and interest rate fluctuations to geopolitical risks and tariff disruptions, alongside the implications for long-term investing and secular trends.

Energy Investing for PFC Investors | 2025 FOX Private Family Capital Summit
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The energy and natural resources sector is at a unique inflection point as the demand for power to drive data centers and AI compute increases. Hear from experienced energy investors discuss how they invest Private Family Capital into energy and power as well as the opportunities and risks in today’s political climate. Shameek Konar, Head of Energy, Ara & Former CEO, Pilot Jack Reilley, CIO, Turtle Creek

Navigating the Markets and Economic Uncertainty | 2025 FOX Private Family Capital Summit
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Join Kevin Gordon, Director and Senior Investment Strategist at Charles Schwab & Co., as he discusses the latest economic trends, opportunities, risks and market developments most affecting family offices and multi-generational wealth. Kevin will tackle several key topics most top of mind for private family capital including:

Professional Services Trends: A Playbook for Firms Leading Change
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Pressure is building for professional services firms to tackle industry trends head-on, including M&A strategy, technology adoption, tax considerations, and succession planning. Some are also rethinking fee structures and commoditizing service lines; others are restructuring their partnership agreements and expanding their global reach as part of improving their client experience and meeting expectations. Instead of simply reacting to megatrends, competitive organizations and future-focused firms are making changes.

2025 Quick Reference Guide to Retirement Plans
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Understanding the nuances between retirement plans can be challenging. This Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.

Challenges in Business Succession Planning: Cash Flow Strategies for Estate Tax Liabilities
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Effectively transitioning a business to the next generation of owners through a business succession plan that incorporates estate tax planning will result in the most value being retained by the owners and their families. Whether the business is entirely family owned or has unrelated owners, each scenario comes with its own complications but with considerable overlap in planning opportunities.