2021 FOX Family Forum


Tuesday, Oct 26, 2021 - 04:00am
Thursday, Oct 28, 2021 - 10:00am

October 26: Reserved for Family Members, Family Office Executives, and FOX Thought Leader Council Members
October 27-28: Open to all FOX Members

For the first time since 2019, join your peers in-person at the 2021 FOX Family Forum in Chicago or virtually.  At this compelling in-person and virtual program, family members, office executives, and their trusted advisors will hear how other families have achieved positive change and successfully transitioned to future generations. Attendees will come away with ideas, tools, and frameworks to help identify the next steps that lead to being a positive and productive enterprise for the future. The following topics will be covered:

  • How to talk about wealth and impact on wellbeing
  • Navigating mental and behavioral health challenges within the family system
  • How to develop a family enterprise mindset
  • Planning for leadership succession
  • Best practices for dividends, family employment, and exits
  • Developing collaborative philanthropic impact
  • Understanding the benefits of age-appropriate learning strategies
  • The impact of new liquidity on families
  • The key to business ownership beyond three generations
  • What to know about disruptions in the wealth management industry
  • New frontier investment opportunities
  • How to become an intelligent family office

Who Should Attend?

  • FOX members, including family members, family office executives and advisors, are encouraged to experience this forum.
  • Please note that forum credits or a registration fee will be required to attend in-person. Additional discounts are available for multiple members of your family to attend in-person. Please contact your relationship manager or events@familyoffice.com for more information.
  • For questions regarding in-person attendance eligibility please contact your relationship manager.
  • All FOX members may attend virtually on their eligible days, with unlimited attendees from your family or firm.
  • Please note qualified non-member family prospects may virtually attend this event. Please contact FOX for more information.

Virtual Registration

Members opting to attend virtually may do so by clicking the Credit Card option below. You will not be asked for a credit card at the end of registration, the system only needs a payment option selected in order to proceed.

In-Person registration is now closed. If you would like to register to attend in-person, please contact events@familyoffice.com.

Hybrid Event
    FOX Vision for Resilient Families
    Publish Date

    Welcome to the 2021 FOX Family Forum.Glen W. Johnson, President of Membership, FOXPeter Moustakerski, CEO, FOX Sara Hamilton, Founder and Board Chair, FOX

    We Need to Talk: The Hidden Impact of Wealth
    Publish Date

    Jennifer Risher and her husband became extra-lucky beneficiaries of the dot-com boom. But sudden wealth had its challenges. Jennifer will shared her thought-provoking, personal story that explores the hidden impact of wealth on identity, relationships, and sense of place in the world. At a time when money is still a taboo subject even among those closest to us, her memoir, We Need to Talk, is a catalyst for conversation that demystifies wealth and inspires us to connect.

    Supporting Mental Wellness in Families and Businesses
    Publish Date

    The past two years have tested even the most resilient families who have been challenged with balancing domestic obligations with home schooling and managing companies virtually. In the best of times, family held enterprises often have complex dynamics due to the relationships between employees. Given the uncertainty in the world, it is unsurprising that the rate of anxiety, depression and substance use are at all-time highs. Family enterprises will thrive if they balance promoting financial sustainability with maintaining the mental health and wellness of their workforce.

    Ensuring a Smooth Leadership Succession Process
    Publish Date

    This seminar is a deep dive into the topic of succession, including how to proactively plan for and manage family leadership transitions. Speakers will consider ways families can anticipate their needs before a succession crisis occurs. They’ll also cover how to open up communication with the rising generation and prepare them for their emerging responsibilities. They will look at leadership potential “markers,” as well as the competencies rapidly becoming essential for the future. They will also address the handoff itself – when to let go and how to successfully step up.

    Update from FOX Leadership Team
    Publish Date

    Sara Hamilton, Founder and Board Chair, FOX Glen W. Johnson, President of Membership, FOX Peter Moustakerski, CEO, FOX

    Family Office Trends and Solutions – with Case Studies
    Publish Date

    This seminar will begin with trends discovered from FOX’s biennial family office benchmarking survey and will be supported by family office case studies to bring several of the trends to life. The case studies will be used to illustrate a variety of best practices and strategies that were identified in the survey.

    Evolution Across Generations: The Caroline Rose Hunt Family Story
    Publish Date

    Caroline Rose Hunt was the 3rd child of H.L. Hunt Jr. an American oil tycoon and entrepreneur. She established her family enterprise in the early 1980s, focusing on hotels and leisure, and exited in 2011. Today the enterprise holding company, The Rosewood Corporation, has a centralized ownership structure, headed by John Dziminski, enterprise president. John oversees three diversified business lines including oil and gas exploration, private equity direct investments, and real estate direct ownership.

    Own It: How to Develop a Family Enterprise Mindset
    Publish Date

    Any owner at any age can gain ownership-related perspective and skills contributing to greater family harmony and business success. With two other authors, Gaia Marchisio, executive director at Cox Family Enterprise Center at Kennesaw State University, has written a book providing enterprising families and their advisors examples and practical advice to promote knowledge, skills, and capabilities -- incorporating a broad range of topics spanning personal and interpersonal, leadership and wealth, business, ownership, and financial.

    The Role of Independent Board Members in Bringing New Insights to the Family
    Publish Date

    This experienced panel of family leaders shared their insights from working with independent directors on governing boards (both Gen 2 and Gen 5 perspectives). They described the benefits derived from adding independent directors and how to find the right people for these important roles. They explored how independent directors help balance the tension between supporting the family’s legacy and enabling the enterprise to find new opportunities to thrive during challenging times.

    Benefits of Age-Appropriate Learning Strategies
    Publish Date

    When is the right time to begin a learning program, and how do you determine which topics to include within that program? FOX’s Learning Center team will help attendees answer these important questions through theories, FOX research, and best practices of leading families. Speakers will explain the resources available in FOX’s updated Family Learning Handbook and describe how the learning tools can be used for a variety of family learning initiatives.

    Disruptions and Their Impact on Family Offices
    Publish Date

    The pandemic has created tremendous disruption on many levels causing dramatic changes in how we work, communicate, travel and manage risk. Our reliance and integration of technology has created data security risks across the office and family. Talent is on the move, and it remains difficult to find and retain critical employees, and where and how they work has forever changed. The regulatory and tax landscape is rapidly shifting, causing a renewed focus on longer term planning and structural changes in the office.

    Intelligent Family Offices: Changing Our Way of Thinking and Operating
    Publish Date

    Family office technology continues to grow at an exponential rate. While the new technologies are exciting, many family offices are still dealing in old data methods. The technologies of the early aughts are no longer sufficient for future client demands but changing them isn’t like changing a light bulb. What challenges and opportunities should you be ready for? Which systems should you evolve first? What do you need to get your data ready for the transformation? What steps can you take to prepare for the family office of the future and better serve your clients?

    New Frontiers Creating Investment Opportunities
    Publish Date

    Direct investors are forging new paths into frontier investing on a daily basis. As ideas become reality in a constantly evolving realm, investors should seek guidance on seeing around the corners. Join us for a conversation with two experts in the life science and fintech space, where they’ll discuss the trends they’re seeing and share invaluable insight into two fast-moving and exciting spaces of next-generation wealth creation.