At the 2020 FOX Family Forum, family members, office executives, and their trusted advisors heard how other families have built plans
2020 FOX Family Forum
Overview
October 27: Reserved for Families, Single Family Offices, and the FOX Thought Leaders Council
October 28-29: Open to all FOX members
If 2020 has taught us anything, it’s that procrastination is a luxury we can no longer afford. Unlike the 2008 financial crisis, the risks 2020 has laid bare are proving more significant. In response, we are taking this opportunity to look forward. What are the changes we need to make to ensure family engagement, commitment, and financial stability?
At the 2020 FOX Family Forum, family members, office executives, and their trusted advisors will hear how other families have built plans to achieve positive change and successfully transition to future generations. You’ll come away with ideas, tools, and frameworks to help you map out next steps on the road to being a positive and productive enterprise for the long term.
“It is a great way to learn and network with other individuals and families who share in the same common struggles and triumphs. It is respectful, confidential and a great way to have many of your needs and answers addressed.”
- 2018 Forum Attendee
Who Should Attend?
There is no limit on attendance per member firm at this year’s virtual forum. All FOX Members, including family members, family office executives and advisors, are encouraged to experience this year’s virtual forum. All registrations subject to approval by FOX.
In order to use the PDF registration form, please download Adobe Acrobat Reader if not already installed on your device. Please be sure all required fields* are filled in before clicking “Email this Form to Register.” We also encourage you to use the website registration system below.
Forum Session Materials
This year’s dramatic events have shifted the tone of conversations in many families, surfacing differing philosophical views and diverse risk-taking appetites. Join the discussion on how families can build trust across divides and strengthen relationships across the family. We’ll outline consensus-building steps and give you group exercise ideas to help your family develop a pathway toward agreement on important topics. It takes some effort, but the payoff of a shared vision for the family’s future is worth it.
You know your office provides tremendous value, but do you know how to explain it to your clients? Our new FOX proprietary study will help you more meaningfully articulate the office’s value by aligning it with what your family leaders value. We’ll discuss how to message around your costs and complexity factors in relation to delivering services. And we’ll share the data we’ve collected about the average time allocated to key services by office type, and how fees are typically charged by office type.
Across the country, organizations are seeking to be more thoughtful about how they approach the communities they serve and take steps to embed equity into their work. We’ll share examples of trailblazing leaders who have successfully integrated a more diverse workforce, as well as pitfalls to avoid if you want more diversity, equity, and inclusion within your teams.
How we talk about money matters. It affects our quality of life and our wellbeing. Too often, today’s consumer culture shapes our money habits and values. This can lead to consequences such as increased stress and diminished wellbeing—regardless of net worth. Nathan will discuss how teens and young adults can think positively and proactively about their finances and their future—including bringing values into the equation when making decisions about money.
What will it take to rebuild our global economies? And how will we generate the stimulus needed for growth? We’ll discuss the macro-economic factors shaping the challenges ahead – including the current geopolitical environment and major disruptions changing industry opportunities. And with the U.S. presidential election a week away, we’ll engage in a timely discussion about America’s place in the world and how its economic bedrock of stability may slip in the decade ahead.
When families with a multi-generational mindset undertake strategic planning, it’s with a view that is longer than the typical three- to five-year time hor
Looking for direct investment opportunities in the new economy? Here’s a hint – invest with an eye toward the year 2050. Our panel will look beyond the short-term effects of Covid-19, and instead discuss potential future top drivers of wealth creation – primarily sustainability and impact. Hear our thoughts on water, food, and “clean tech” and whether they’re the areas of massive opportunity that will transcend Covid-19.
Philanthropy and social impact commitments don’t just benefit the intended parties.
Greater levels of uncertainty are facing families around the world. Which makes the topic of leadership success more critical to thoughtfully plan and execute against. We’ll discuss five critical themes related to succession with author Ivan Lansberg, who will share how important transitions can be smoothly managed. Don’t leave your important family transitions to chance.
Want to know the secret to maintaining family togetherness over generations?
The pandemic has thrust our perceptions of the workplace into an entirely new paradigm.
The rising generation is curious, intelligent, and preparing to step into family governance and business roles. They are your family’s future leaders.