2024 FOX Family Forum

Overview

Monday, Oct 28, 2024 - 12:00pm
Wednesday, Oct 30, 2024 - 12:30pm
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October 28:Reserved for Family Members, Single-Family Office Executives, and FOX Thought Leader Council Members. In person only only. 
October 29-30:  Open to all FOX Members. In person and virtual.

If you would like to: 

  • register with an event credit 

  • register another member of your organization 

  • or are having trouble registering  

please contact us at events@familyoffice.com 

Region
Location
Atlanta, GA and Virtual

    Generational Transitions | Family Learning Roadmaps | Creating a Lasting Family Enterprise

    “The best place to learn about issues facing wealthy families and family offices.” – Previous Forum Attendee

    At the 2024 FOX Family Forum, family members, office executives, and their trusted advisors will learn about building and strengthening a lasting family enterprise and discover the importance of family learning, investing in individual strengths, and creating meaningful and memorable experiences for their family.

    We’ll explore issues such as navigating the artificial intelligence frontier with expert Dave Blundin, hear from the authors of The 10x10 Learning Roadmap: Advancing Flourishing in Families of Wealth about the ten core competencies across each of life’s ten stages, and delve into Design for Strength with Olympic medalist, acclaimed author, and motivational speaker, John Coyle. This forum is a must for all members of UHNW families and the professionals who support them.

    Critical family-centric topics such as leading an enterprise family, transitions in leadership, and long- and short-term family planning will be part of our forum experience, brought to life by unique, authentic enterprise family cases studies, along with insight into global impact and how families are shaping the world.

    For those joining us in Atlanta, there will be dedicated opportunities to connect in person with other families, advisors, and FOX subject matter experts during the forum programming and social events.

    Once again, we are excited to offer the Rising Gen at the FOX Family Forum program. The first session, followed by an information dinner will be held the evening of October 27 with continued exclusive, in-person programming for the Rising Gen community the morning of October 28. Attendees will come away with connections, ideas, tools, and frameworks to ensure a positive and dynamic enterprise for the future, and their place in it. Rising Gen family members can opt to stay and attend the entire Family Forum for additional learning and networking or attend just the Rising Gen portion of the program.

    Who Should Attend 

    FOX members, including family members, family office executives and advisors, are encouraged to experience this forum. 

    Qualified non-member family prospects may attend this event virtually. Please contact FOX for more information.  

    Registering for the Program 

    Please note that forum credits or a registration fee will be required to attend in-person or virtually. Additional discounts will be available for multiple members of your family to attend in-person. Please contact your relationship manager or events@familyoffice.com for more information. 

     

    Pricing

     

      FOX Members
    (Accepts Credits)
    Non-Member
         
    Individual Attendees $3,650 $4,550
         
    Multiple attendees from the same organization $3,300 $4,100
         
    Rising Gen Only $1,600 $1,600
         
    Virtual Rate $495 $895

     

    Sunday, October 27

    Pre-Forum Programming: Exclusively for Family Members and Single Family Office Executives. All times listed are in US Eastern time.         
     

    October 28:Exclusively for Family Members, Single Family Office Executives, and FOX Thought Leader Members
    October 29-30: Open to all FOX Members

    Virtual programming October 29-30 only

       
    4:30 pm

    Rising Gen at the Family Forum (Offsite)

    Family members in their 20s, 30s, and 40s, who are looking to make connections with peers facing similar challenges within their family's enterprise should attend these in-person events and programming.

    Exclusively for our Rising Gen members, join us Sunday evening offsite and Monday morning at the Loews Atlanta for Rising Gen at the Family Forum and connect peers facing the same challenges in their family. You will come away with ideas, tools, and frameworks to ensure a positive and dynamic enterprise for the future, and your place in it. You can choose to stay on to attend the whole Family Forum for additional learning and connection, or to just attend the Rising Gen programming.

    4:30 pm Opening Remarks and Icebreaker
       
    5:00 pm Andrew Family Story of Spousal Integration and Inclusion
    Often families struggle with effective ways to engage their rising gen and prepare for newcomers to join the family via marriage. Concerns of preserving family traditions, legal rights, and governance are imminent when a spouse enters a new household.

    Join us for this exciting opportunity to learn firsthand of a spousal integration and family engagement survey created by their very own rising gen and spouse married into the family, Marissa. Panelists will discuss the process around creation and design of the survey tailored to their 13+ G3’s, what they learned from the responses, and how it impacted the spousal integration within their own family.

    Laurel Andrew, Vice President & Senior Trust Officer, Andrew Trust Company, and Treasurer of the Andrew Family Foundation
    Marissa L. Evans, Owner, Marissa L. Evans Coaching + Consulting
    Kathi Willett, Chair of the Family Education and Communication Committee, & Family Liaison to RG Committee, Andrew Trust Company
       
    6:30 pm Rising Gen Dinner
       
    7:00 pm

    Direct Investing Dinner (Offsite)

    Open to family members and single family office executives, join us for this dinner with private investors, focused on bringing together families with an active interest in direct investing. Meet other like-minded investors and engage in meaningful dialogue around deal flow and related topics.

       

    Monday, October 28

    Exclusively for Family Members, Single Family Office Executives, and FOX Thought Leader MembersAll times listed are in US Eastern time.
       
     

    Featured Sessions: 

    What is Your Superpower? If you don’t know, well, you don’t get to put on the cape. In this talk based on his book, Design For Strengths: Applying Design Thinking to Individual and Team Strengths and Weaknesses, John will share the “Design Thinking” mindset and process out of Stanford University (ubiquitously used at Apple, Google, Amazon and other Silicon Valley successes.) Then, through the metaphor of Olympic sport, you will learn how individuals and teams can use the Design Thinking methodology to identify and leverage their unique strengths (and design around weaknesses) to achieve breakthrough performance and solve old problems  in new ways. 

    John K. Coyle, Design Thinking Expert, Olympic Medalist, and Emmy Award Winner  

       
    8:30 am - 12:00 pm 

    Rising Gen at the Family Forum

    Our Rising Gen at the Family Forum program continues Monday morning at the Loews Atlanta. Join us for breakfast, sessions, and discussions with your peers.

       
    11:00 am

    First-Time Attendee Orientation

    Join other Family Forum attendees and discover how to make the most of your forum experience. Attendees will have the opportunity to meet, mingle, and kickoff the forum with fellow members new to the FOX community.
       
    12:00 pm

    Family Forum Welcome Luncheon

       
    1:00 pm – 5:30 pm

    Family Forum Sessions

       
    5:30 pm – 7:00 pm Family Forum Reception
       

    Tuesday, October 29

    Open to all FOX Members, Virtual participation available. All times listed are in US Eastern time.
       
    8:00 am

    Breakfast and Exhibits Open

       
    9:00 am Family Forum Sessions Begin
       
    12:00 pm

    Luncheon

       
    1:00 pm – 5:30pm Plenary, Breakout and Dialogue sessions
       
    7:00 pm

    All Member Dinner (Offsite)

       

    Wednesday, October 30

    Open to all FOX Members, Virtual participation available. All times listed are in US Eastern time.
       
    8:00 am

    Breakfast and Exhibits Open

       
    9:00 am Family Forum Sessions Begin 
       
    12:30 pm Family Forum Concludes
       

    Dave Blundin
    Founder, Exponential Ventures

    Dave Blundin is a serial entrepreneur and Founder of Exponential Ventures (XPV). Dave is also Managing Partner at Link Ventures, a VC firm investing in early-stage technology startups. He has co-founded 23 companies, at least five of which have achieved $100 million+ valuations, and served on 21 private and public boards.

    XPV’s mission is to harness talent and deploy capital to entrepreneurs leveraging AI in an aligned fashion to positively impact humanity by addressing the world’s grand challenges. The tech incubation process has led Dave to become chairman of 12 companies, including EverQuote (NASDAQ: EVER). Dave is also 
    the Chairman and founding CEO of Vestmark, which manages over $2TN in US assets, and General Partner at Vestigo Ventures, a fintech-focused fund. 

    Dave is extremely passionate about mentoring and coaching young entrepreneurs & management teams to accelerate the impact of technology on society. Dave is currently an instructor at MIT teaching a class in Spring 2024 named “AI for Impact: Venture Studio”, which is vastly oversubscribed and has about 100 students.
    Dave sits on the Board of Directors of XPRIZE and received his BS in Computer Science from MIT where he researched neural network technology at the AI lab. 
     

    mvcMargaret Vaughan Cox
    Founder and President, MCV Consulting

    Margaret Vaughan Cox is president of MCV Consulting, a consultancy dedicated to helping families and their enterprises thrive across generations. She is sought out by sophisticated and high-profile wealth owners to help them thoughtfully plan for and navigate complex generational transitions. Margaret works with families to establish shared vision and goals for their enterprise, create and evolve effective governance and decision-making structures, develop and implement succession plans, and nurture the valuable capital that enriches the family beyond their financial assets. She builds enduring relationships with her clients, often serving as a trusted advisor to multiple generations within the same family over the course of many years. She is routinely referred to families and family office executives by wealth advisors, estate planning attorneys, and other key advisors who recognize there are important conversations and alignments the family must achieve before efforts on other fronts will be successful. With over 25 years of experience in her field, Margaret’s work has taken her throughout North America, Latin America, Europe, Australia, South Africa, and the Middle East. 

    Prior to forming MCV Consulting in 2002, Margaret served as a principal at Generon Consulting (now Reos Partners and Generon International) in Boston where she honed her skills as a strategy consultant and became an experienced scenario planner with a diverse international client base of corporations, nonprofits, governments, and NGOs. After founding MCV Consulting, Margaret applied the methodology of scenario planning to helping families contemplate alternate futures for their enterprise and identify a sense of shared purpose and compelling vision for the future. Margaret is a popular speaker on generational transitions and has served as a senior member of the Chicago-based Family Office Exchange (FOX) consulting team for the past 15 years.    

    Margaret earned her BA in English Literature and MBA from Vanderbilt University. She received certification in the facilitation of scenario planning through the Global Business Network (GBN) in Amsterdam, is a graduate of the Society for Organizational Learning’s Foundations for Leadership program in Cambridge, Massachusetts, and is a Birkman® certified coach. Additionally, Margaret is a graduate of the American Works of Art Masters Program at Sotheby’s Institute of Art in New York City. 

    Margaret currently serves on the board of the Contemporary Arts Museum Houston, the board of the Houston Advanced Research Center for Sustainability Science, the advisory council of The James Lawson Institute for the Research and Study of Nonviolent Movements at Vanderbilt University, and the governing council of The Shepherd School of Music at Rice University.  She is a member of the International Women’s Forum and a director emeritus of The Texas Lyceum, a select group of 96 leaders from across the state of Texas.  

    Margaret and her husband, Jonathan, have three children and live in Houston, Texas.
     

    John C.John Coyle
    Design Thinking Expert, Olympic Medalist, and Emmy Award Winner

    John K. Coyle is one of the world's leading experts in "Design Thinking” and Innovation, and a highly sought-after speaker. John's presentations are always an audience favorite because he combines the exhilarating stories of a champion athlete with the data and intellect of a professor and best-selling author. 

    John is the founder of Speaking Design Thinking, and a graduate of Stanford University with a degree in Engineering - Product Design (Design Thinking) and Northwestern’s Kellogg Graduate School with an MBA in organizational behavior, marketing and entrepreneurship. A former head of innovation for a Fortune 500 wireless telecom, John has also been the SVP of innovation for a leading strategy consultancy. John is a world class athlete in two sports (cycling and speedskating) and an Olympic silver medalist. In his role as an NBC Olympic Sports analyst, he won an Emmy for production of a film feature. He is a guest lecturer on Innovation at several leading universities (Kellogg, Marquette, CEDIM). John is a five-time TEDx speaker, and an award-winning author of two books, including the best seller: Design For Strengths: Applying Design Thinking to Individual and Team Strengths. John is also a thought leader in the field of “chronoception” - the neuroscience and psychology of how humans process time. 

    As a speaker and writer, John’s special talent is weaving facts, examples and business principles into engaging, accessible stories which bring his topics and frameworks to life. People leave John's programs inspired and empowered to make significant, positive changes in their business and personal lives. 
     

    Joan D.Joan DiFuria
    Co-Founder, MMCI

    Joan DiFuria, Co-Founder of MMCI, is a globally recognized speaker and consultant for families of wealth, family businesses, Family Offices, and enterprises. She helps clients attain successful and lasting impact on their lives, their families, and their businesses. Ms. DiFuria has co-developed and led numerous training programs on the psychology of wealth and life planning for financial and philanthropic professionals.

    Bringing together expertise in business and psychology, she focuses on issues associated with wealth, such as the impact of money on children, succession planning, governance, legacy, and the challenges of multigenerational family communication. Ms. DiFuria combines a unique and proven expertise in business and psychology to provide high-level leadership development to senior-level executives and executive teams in Fortune 500 companies. Ms. DiFuria completed the Harvard Business School Program for Management Development and has 18 years of industry experience as national marketing director and director of long-term strategic operations for the world’s largest multinational metals distribution corporation. After her success in industry, she become a licensed psychotherapist and has been in private practice for over 30k years. MMCI is the amalgam and outgrowth of her experience, capabilities, and interests.

    Joan is known throughout the industry as a person who is truly passionate about her work, enjoys talking to people, empowering women, and helping family businesses thrive.

    Ms. DiFuria has appeared in major newspapers, magazines, radio, and television as well as speaking to notable financial and business institutions around the globe. She is co-author of Affluence Intelligence; and, The 10x10 Learning Roadmap: Advancing Flourishing in Families of Wealth, as well as articles in both professional and mainstream publications.
     

    Stephen G. Stephen Goldbart 
    Co-Founder, MMCI

    Co-Founder of MMCI, with over 40 years of professional experience, Stephen Goldbart is a licensed clinical psychologist, professor, author, public speaker, and organizational consultant. His professional interests focus on the opportunities and challenges of wealth, including the psychology of life transitions, adult development, depth psychotherapy, neuroscience, strategic and succession planning. Dr Goldbart has a passion for working with complex family/organizational systems, helping to clarify purpose and establish structured procedures to find solution pathways. He has consulted with individuals, families, Family Offices, and organizations to help develop the fulfilling and sustainable balance of personal, professional, and philanthropic goals. He has codeveloped and led training programs for financial and philanthropic professionals. As a senior-level consulting psychologist, he has been teaching seminars and workshops for over 30 years for both practicing therapists and clients.

    Dr. Goldbart is co-author of Mapping the Terrain of the Heart: Passion, Tenderness, and the Capacity to Love; Affluence Intelligence; and The 10x10 Learning Roadmap: Advancing Flourishing in Families of Wealth, as well as articles in both professional and mainstream publications. Along with Joan DiFuria, articles on issues of money and meaning can be found on their Affluence Intelligence blog at Psychology Today. (www.psychologytoday.com/blog/affluence-intelligence).

    Appearing publicly before audiences, including national radio and television, philanthropic organizations, and professional associations, he has covered topics that have included issues such as: having successful multigenerational family meetings, the emotional issues of wealth and inheritance, raising children in affluent families, effective philanthropy from the inside out, and strategic life planning. 
     

    SHSara Hamilton
    Founder and Board Chair 

    Sara is one of the first professionals to recognize family offices as the most sophisticated segment of wealth management, and she has been described as “the Warren Buffet of the family office industry”. When hundreds of U.S. families became centi-millionaires through leveraged buyouts in the 1980s and 1990s, private family offices were created to manage family capital and to educate wealth owners. 

    Sara founded the Family Office Exchange (FOX) as a peer network for family office executives in 1989. Within 10 years, she could see that families needed help with family governance and managing financial transitions, in addition to their family offices. As a result, FOX evolved into an advisor to family enterprises, a platform for sharing family wealth best practices, and an industry advocate for the importance of private enterprise in a global economy.Today, Sara provides input to the strategic direction for FOX and supports the development of new programs and services for family enterprises and wealth advisory firms in 25 countries. Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times. She serves on the executive education faculty of the University of Chicago Booth School of Business where she is an adjunct faculty member for their Private Wealth Management and Essentials of Wealth courses in the Executive Education program. She is on the founding board for the Foundation Advancing Impact and Sustainability in Bologna and the founding board for the Private Directors Association in Chicago.
     

    Byron T.Byron D. Trott
    Chairman & Co-Chief Executive Officer, BDT & MSD Partners

    Byron D. Trott is Chairman and Co-Chief Executive Officer of BDT & MSD Partners, a
    merchant bank with an advisory and investment platform built to serve the distinct needs of
    business owners and strategic, long-term investors. He is also Co-Chief Investment Officer of
    BDT Capital Partners, a registered investment advisor of the firm.

    In 2009, Byron founded BDT & Company, a predecessor firm to BDT & MSD Partners. Prior to
    that, he had a distinguished 27-year career at Goldman, Sachs & Co., where he was Vice
    Chairman of the global Investment Banking Division from 2005 to 2009. He is a director of Cox
    Enterprises, Enterprise Holdings, Inc., and Sunrise Group Holdings, LLC (“Whataburger”).

    Byron serves on the board of trustees of the University of Chicago and the Center for Strategic
    & International Studies. He is also a director of Conservation International. In 2011, Byron was
    inducted into the Horatio Alger Association of Distinguished Americans, and having served as
    President and Chairman, he now serves as Chairman Emeritus of the Association. Byron
    received an AB from the University of Chicago and an MBA from the University of Chicago
    Graduate School of Business.

    Loews Atlanta
    1065 Peachtree Street NE
    Atlanta, GA  30309

    Phone: 404.745.5000

    Reservations: 1.877.872.0104

    FOX has reserved a limited number of rooms at the Loews Atlanta at a rate of $259 per night plus applicable taxes.

    You may book rooms online at the discounted rate by clicking HERE.

    Forum attendees are responsible for making their own accommodation arrangements. The cutoff date for hotel reservations at this special conference rate (subject to room availability) is Monday, October 7, 2024.

    General Questions:

    How will I select my sessions if I register before the whole agenda is announced?

    The FOX events team will reach out to you when the full agenda is announced to select your family seminars (if applicable), breakout sessions, peer dialogues and social events.

    Will you offer CPE Credits?

    Yes. CPE credits can be earned for all eligible sessions for both in-person and virtual participation. More information will be available when the full agenda is released in August.

    I'm interested in learning more about sponsorship for this event, who do I contact?

    Please contact Marc Gaydos, Regional Director, Member Development at mgaydos@familyoffice.com or 973.722.9446.

    What is your refund policy?

    To ensure the most flexibility for our members and guests, refunds of forum credits or registration fees will be granted up until we distribute access to the program app and portal on Friday, October 24, so long as we are notified in writing at events@familyoffice.com.

    Attending the Forum In-Person:

    What is the dress code?

    Business casual attire is recommended.

    How do I book a guest room at the Hotel?

    To book a guest room at the Loews Atlanta, visit this link or  dial 1.877.872.0104 and reference the 2024 FOX Family Forum.

    Additional information can be found on the venue and accommodations page.

    Attending the Forum Virtually and/or using the Forum App and Portal:

    Accessing the forum: 

    Where is the forum and how do I access it?

    The forum is taking place virtually and can be accessed via our event portal. Information on accessing the portal will be emailed to you directly prior to the event. For access assistance please email events@familyoffice.com. You must be registered to access the event.

    How do I log in?

    To log in, you will need the email address you used to register. Once you enter your first name, last name, and email address on the login screen, you will be sent a verification code to your email address. Once you enter your verification code, you will have access.

    Please note: once you have entered your email address, it can take up to 10 minutes to receive your verification code. If you need assistance, please reach out to us at events@familyoffice.com.

    Which technologies are you using?

    CVENT will provide our forum portal.
    Zoom facilitates video streaming.
    Mentimeter will be used for in-session polling.

    What device should I use?

    Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event.

    How do I access the sessions?

    To access sessions, click on “All Sessions”, at the top on the day you wish to participate in, and then the session you plan to attend. Once inside the session – click the “Join Session” button.

    If you would like to attend a session other than the one you originally selected, visit the "All Sessions" tab.

     

    What do I do now that I’ve logged in?

    We recommend:

    • Completing your profile.
    • Reviewing the “attendee” section and requesting to connect with other attendees.
    • Taking some time to become familiar with the portal, and the “All Sessions” page, where you will access the sessions and demonstrations.

    When should I log in to attend the session?

    We recommend you log into the portal at least ten minutes prior to the session to ensure you have enough time to receive a verification code (if needed) and navigate to your session.

    Do I have to log in every time I visit the event?

    If you do not close your browser windows or log out of the Forum, you will not need to log in again. Otherwise, you will need to log in again.

    What is the time zone?

    All published times are in U.S. Central Time.

    Can other people see me, and if so – what is the dress code?

    FOX encourages attendees to turn their cameras on during sessions. There will be some instances when attendees will be visible to one another. Business casual attire is recommended.

    How can I change my visibility setting from hidden to visible or vice versa?

    Navigate to “edit your profile,” where you can change your visibility.

    My question isn’t here, how can I get additional help?

    Please email events@familyoffice.com and we’ll be delighted to assist you.

    Thank you to our 2024 FOX Family Forum Partner!

     

    Resource Partner

    Accordant Global Partners logo Accordant Global Partners (AGP) is a Risk Management advisory firm. We are a global network of risk professionals serving some of the most prominent families, corporations and business leaders in the world. Our Purpose – To ensure the families and organizations under our protection remain resilient to the unique and dynamic global risk landscape... Learn More
    Summitas Platform® is our Software-as-a-Service (SaaS) system accessed through Web browsers and mobile applications. Our customers use Summitas to simplify operations, increase communication, and provide a safe way to organize, protect, and share information—all from one place. From the Digital Vault to collaboration tools, integration of financial information, and the ability to streamline workflows, a branded Summitas portal provide...Learn More

     

    Media Partner

    Crain Currency Crain Currency is the premier digital news hub tailored for individuals overseeing family wealth and legacy. Launched by Crain Communications Inc. in 2022, it provides industry news and peer-to-peer insights to help family offices address their unique challenges. We focus on connecting like-minded individuals and creating networking opportunities.


     

    Are you interested in sponsoring the 2024 FOX Family Forum? If so, send an email to info@familyoffice.com