2019 FOX Family Office Forum Agenda

Agenda | Exhibitors Presenters | Tech Demo ProvidersVenue & Accommodations | Materials

Tuesday, July 16, 2019

10:00 am Registration
10:30 am


Glen W. Johnson, Market Leader for Business Owners and Family Office Executives, Family Office Exchange

FOX is committed to identifying trends and issues with an immediate impact on families of wealth. We’ll explore what’s on the minds of members, including the changing needs and demographics of owners, trends regarding asset allocation, the family office of the future, the shifting talent paradigm, and much more.

10:45 am

Increasing Efficiency: Automation, Bots, and the Family Office

Danielle Valkner, CPA, US Family Office Leader, PwC

Every family office has a long list of labor-intensive, repetitive activities that require data processing across multiple applications and currently consume precious staff hours. What if there were another way? In this session you will learn about new developments in Robotics Process Automation (RPA) and Intelligent Process Automation (IPA) and the possibilities they offer for your family office.

11:35 am

Technology Demonstrations: Solution Introductions 

Gain insights into how technology can help solve unique challenges for the family office. To help simplify the process of staying up-to-date on the latest technology options, FOX has once again invited multiple service providers to highlight their products. These brief overviews will help members select which software demonstrations they would like to attend.

12:00 pm Networking Luncheon
1:00 pm

Technology Demonstrations

Attend three different showcase sessions based on your areas of interest. Technology providers will demonstrate the features and benefits of their technology with emphasis on how their products uniquely serve the needs of the family office. Sessions are at 1:00 pm, 1:35 pm, and 2:10 pm.

2:35 pm Networking Break
2:55 pm

Performance Reviews Revisited

Bonnie Gauger, Human Resources Director, Johnson Keland Management, Inc. 

Getting the right people engaged in the right activities to have the most impact on your business and the families you serve is the key to ensuring a high-functioning organization. Performance reviews are an opportunity to “take the  pulse” of the organization and staff and can establish a healthy dialogue that provides space to exchange feedback and assess performance. In this interactive session we’ll explore how a performance review process can be a manageable, meaningful dialogue that improves performance and employee engagement. A family office HR  practitioner who reinvented their performance review process will provide key insights and best practices to help you do the same.

3:45 pm Networking Break
4:00 pm

Peer Dialogues

• Small Family Offices (1-6 employees)
• Medium Family Offices (7-14 employees)
• Large Family Offices (15+ employees)
• Multi-Family Office, Thought Leaders, and Wealth Advisor Councils:


Managing Elder Care, Aging, and Incapacity

Nicholas Van Brunt, Partner, Sheppard Mullin
Daisy Medici, Managing Director of Governance and Education, GenSpring Family Offices
Margalit Tocher, President, Home Care Assistance

As we age physically and mentally, our ability to care for ourselves and capacity to manage family affairs often diminishes – sometimes unexpectedly and rapidly. This presents significant problems that next generation family members and family office executives must manage under very stressful circumstances that can change day-to-day. In addition to the types of care one requires, there are myriad legal, financial, and personal matters that must be delicately addressed and thoroughly planned for. Join this session as our experts discuss a multi-disciplinary approach to managing elder care.

5:30 pm Adjourn
5:30 pm

Networking Reception




Wednesday, July 17, 2019

7:30 am Networking Breakfast
8:15 am

Opening Comments and Day 1 Recap

Karen Rush, Managing Director, Membership, Family Office Exchange

8:30 am

Estate Planning Considerations for the Modern Family

Kim Kamin, Principal and Chief Wealth Strategist, Gresham Partners, LLC

The traditional nuclear family is no longer the presumption. With multiple demographic trends including samesex marriages, blended families, and cohabitation alongside different paths to parenthood, including adoption and assisted reproductive technologies, there are numerous estate planning challenges that ultra-high net worth families and their advisors must now consider. Advisors must become familiar with the needs and nuances that are unique to modern family members, structures, and dynamics. Join us as we explore some of these important considerations when working on estate planning for the modern family.

9:30 am

Tax & Estate Update

Tom Abendroth, Partner, Schiff Hardin LLP
Mark Blumenthal, CPA, Partner, Plante Moran

It has been over a year since the 2017 Tax Act brought a multitude of changes to the tax code. As families continue to learn about the impact of the new law on their future, advisors await further guidance from the treasury department while simultaneously evaluating the challenges and opportunities presented by the changes for their clients. Join this always popular session as Tom Abendroth of Schiff Hardin and Mark Blumenthal of Plante Moran lead a thorough discussion of the most important tax and estate planning updates for ultra-high net worth families.

10:30 am Networking Break
11:00 am Breakout Sessions
Please select one of the following options:
Breakout A

Internal Controls to Support Cybersecurity

Doug Herman, Principal, Technology & Business Transformation Services, BDO USA, LLP
Jason Lipschultz, Managing Director, Third Party Assurance, BDO USA, LLP

There are a myriad of cybersecurity issues facing families and family offices in today’s complex private wealth environment. While some of the challenges may seem unavoidable, families may unintentionally put themselves at risk because the complexity of family office activities and the potential impact of external factors aren’t proactively identified and addressed. One solution is to conduct a full diagnostic risk assessment and review of your internal controls to ensure that potential problems have been identified and proper mitigation strategies have been implemented. In this session, learn how to assess, evaluate, and mitigate some of the risks commonly found in the family office environment, key considerations that you should keep in mind when evaluating cybersecurity risks and solutions, and best practices you should be incorporating into your internal controls processes.

Breakout B

Addressing the Complexities of Communication and Family Learning

Emily Bouchard, Strategic Wealth Coach, Ascent Private Capital Management
Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, Family Office Exchange

How do you prepare next generation teens, and young adults to be responsible wealth owners? What meaningful activities can you organize to provide the training they need for their future roles as family leaders on the family council or governing board? A well planned education and communication plan for the rising generation can dramatically boost a family’s chances for producing responsible wealth owners. In this session, two experts in family learning and dynamics will share best practices, practical tips, and fun activities to inspire learning and engagement.

Breakout C

Ask the Expert: An Interactive Dialogue on Profits Interest Structure

Wally Head, Vice Chairman, Gresham Partners LLC
Domingo Such, Partner, Firmwide Chair Family Office Services, Perkins Coie LLP

Are you considering a profits interest structure? Have you had one for a while and wonder how others manage theirs? Many families have spent time in the last year working with their accounting and legal teams to evaluate their current structure and weigh the pros and cons of moving to a profits interest. This session provides an opportunity for those of you who either have a profits interest structure or are considering one to share your experiences and pose questions to your peers in similar circumstances and technical experts to leverage the wisdom and experience of the group.

12:00 pm

Networking Luncheons (Select One)

Take this opportunity to connect in-person with your fellow FOX members and network peers, exploring questions and sharing experiences.


FOX Family Learning Network



FOX Human Capital Network



FOX Technology Operations & Data Security Network



General Networking Luncheon

1:00 pm Adjourn