Wealth Planning

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Estate Planning Documents for Your College-Age Children
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When your child begins college, take a gap year program, or go study abroad, there are three important documents he or she should have in place that will allow you to help in the event of an emergency or other circumstances. These estate planning documents, including a HIPPA release, are not just for college-bound children. Every young adult over the age of 18 should consider having certain legal documents in place.

The Great Wealth Transfer: Five Actionable Steps
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Through 2048, an estimated $124 trillion in wealth is expected to pass from older to younger generations in the U.S. Additionally, $50 trillion will pass laterally to surviving spouses, the large majority of whom will be women, before making its way down to children. Known as the Great Wealth Transfer, it comes with responsibility for both the owners and inheritors of wealth. Here, five steps are outlined to help you and your family prepare for the change that also represents a shift in power with younger generations stepping into their financial strength.

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:

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.