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Begin the new year with clarity and confidence. Family Office Exchange’s first public webinar of 2026 goes beyond reflection; join us to discuss how FOX is equipping visionary leaders with the foresight and tools to navigate what’s next. FOX experts will deliver a briefing on the defining forces of 2026 and beyond and discuss a broad range of strategic, technical, and qualitative topics shaping family offices and family wealth in the year ahead.

FOX SMEs and members gather to discuss some of the most talked about insights and trends going into 2026. It will include an in-depth review of how members engaged with FOX data to shape strategies, along with an overview of the latest tools now available for FOX members to get insights matched closely to their own profiles.

This webcast will examine key strategies and best practices for designing effective learning programs that foster meaningful engagement and deliver measurable impact. Participants will gain insights into setting clear objectives, selecting appropriate delivery methods, and structuring content to align with organizational goals and audience needs.

As the year winds down, family offices and their advisors have an opportunity to review their financial landscape and prepare for long-term objectives. This session moves beyond standard tax planning, providing practical perspectives on strategic year-end decisions and forward-looking opportunities.

Join H.E. Mohammad Ali Rashed Lootah, President and CEO of Dubai Chambers, for a forward-looking dialogue on Dubai’s position as a bridge between family enterprise capital and global opportunity. This conversation will explore the drivers of Dubai’s success—its infrastructure, connectivity, governance, and innovation—and the city’s commitment to supporting family-owned businesses worldwide.

We are in the midst of the greatest opportunity in likely the most dynamic environment. Our research indicates that providers are thriving, yet challenged by the growth as well as the complexity they are encountering with their clients. During this year’s “State of the Business” webcast we will explore the current health of the business and offer our perspectives on what we have learned. We will be joined by two of our members who will share how they are managing their growth strategies.

Join this webcast as we unpack national research on the top psychological barriers families face in advancing their philanthropy and finding greater impact. The new report from Arabella Advisors, National Center for Family Philanthropy, and ideas42 summarizes findings from over 75 interviews with philanthropic families and leverages principles from psychology and behavioral economics to offer practical advice to families and their advisors.

IntraFi will lead a thought-provoking discussion with their partners at BNY [Shofiur Razzaque, Michael F. Black], to challenge our perception of how to leverage wealth to give back to our communities. More specifically, their Advancing Communities Together (ACT) ACT Deposit Program.

Wealth transfer planning is a dynamic process influenced by evolving tax laws, economic shifts, and family priorities. This session explores key decision points through the lens of past, present, and future considerations, helping you anticipate possible changes like the estate tax exemption sunsetting at the end of the 2025.

In a world where conflict is inevitable, how can families with complex family dynamics and complicated structures foster healthy conflict that actually makes them stronger and more resilient? Join Matt Wesley and Cathy Carroll to find the Goldilocks of constructive conflict. They will discuss the mindsets and skills any family can develop, such as brave conversations and active listening, to harvest the value of conflict and live in authentic harmony.