Monday, July 14
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12:00 pm - 1:00 pm |
Welcome Luncheon
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12:15 pm - 12:45 pm |
Lunch Technology and Risk Management Demonstrations
Join our participating technology providers for demonstrations and presentations of their products and services.
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1:00 pm - 1:15 pm |
Welcome to the Family Office and Wealth Advisor Forum
Scott Muench, Managing Director, Membership, FOX
Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
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1:15 pm - 2:15 pm |
Leading Through Change
In today's increasingly complex global economy, family offices face unprecedented challenges that create emotional and psychological stress for both families and their advisors. This interactive session equips family office leaders and advisors with essential skills to navigate these pressures while providing more effective leadership, facilitation, and coaching support to the families they serve.
Jeff Strese, Family Learning & Leadership Consultant, FOX
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2:15 pm - 2:45 pm |
Networking Break
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2:45 pm - 3:45 pm |
Investment Migration Trends & Offshore Investments
With rising geo-political uncertainty and conflict, Basil Mohr-Elzeki will be discussing how Americans are diversifying with portfolios of alternative residencies and citizenships by investing in different jurisdictions – including key considerations when advising families navigate through this topic. Basil will be also sharing wealth migration trends and statistics outlining popular areas chosen by the affluent.
Basil Mohr-Elzeki, Managing Partner, Henley & Partners
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3:45 pm - 4:45 pm |
Talent Strategies for the Future: Balancing People and Performance
Attracting and retaining top talent has become more complex than ever, with shifting expectations around workplace flexibility, compensation, and benefits. This session will explore how family offices and wealth advisors can design talent strategies that balance in-office collaboration with remote work flexibility, address competitive compensation structures, and provide meaningful benefits that align with long-term goals. Additionally, we’ll highlight key vendors and partners who have successfully supported the implementation of these strategies.
Sam Frank, Vice President, Executive Search, Harvey Hohauser & Associates
Mishu Din, Director of Research, Insights & Knowledge, FOX
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4:45 pm - 5:00 pm |
Day 1 Closing Remarks
Scott Muench, Managing Director, Membership, FOX
Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
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5:00 pm - 6:30 pm |
Cocktail Reception
Forum Reception Sponsored by Berry Dunn
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6:30 pm |
Day 1 Programming Concludes |
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7:00 pm |
Pocket Dinners |
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Tuesday, July 15
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8:00 am - 9:00 am |
Breakfast
Discuss important topics within the family office industry over breakfast with peers. Meet with FOX’s executive team to talk about relevant timely topics, membership benefits, and any pressing inquiries you would like to address.
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8:15 am - 8:45 am |
Breakfast Technology and Risk Management Demonstrations
Join our participating technology providers for demonstrative presentations highlighting their products and services.
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9:00 am - 9:30 am |
How Trends are Transforming the Management of Family Wealth
A convergence of mega trends is transforming the way we think about and manage family wealth. FOX will share its perspective and latest research on what is rapidly becoming a new age of family wealth management.
David Toth, President, Membership, FOX
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9:30 am - 10:30 am |
Protecting the Legacy of Family Offices and Family Businesses in Today’s Legislative Environment
Join FOX for an exclusive and insightful discussion regarding important insights and provide valuable information about how the expiration of TCJA, and other tax and economic legislation changes, could affect you, and your enterprise. Also learn the results of the annual 2025 Family Enterprise USA Annual family business survey.
Pat Soldano, President, Family Enterprise USA and Policy and Taxation Group
John Gugliada, Director of Family Engagement Family Enterprise USA, Policy and Taxation Group
Russ Sullivan, Shareholder, Brownstein
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10:30 am - 11:00 am |
Networking Break |
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11:00 am - 12:00 pm |
Optimizing Technology: Best Practices for Selection, Implementation, and Outsourcing
This session will explore best practices for navigating the technology selection process, including how to leverage RFPs (Requests for Proposals) to make informed decisions and streamline outsourcing preparation. Learn about leading platforms, tools, and solutions that can enhance performance, improve reporting, and support strategic goals. Join us for practical insights, real-world examples, and expert guidance on how to approach technology adoption and outsourcing for maximum impact.
Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
Erin Hulse, Founder and CEO, Deviate Consulting
John Stewart, Partner, Armanino
Laurie Mosebrook, Principal - Management Consulting, RSM
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12:00 pm - 1:00 pm |
Luncheon
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12:15 pm - 12:45 pm |
Lunch Technology and Risk Management Demonstrations
Join our participating technology providers for demonstrations and presentations of their products and services.
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1:00 pm - 2:00 pm |
Tax, Trust, and Estate Planning Update: Strategies for Multigenerational Wealth Preservation
Staying ahead of evolving tax laws and estate planning strategies is essential for preserving family wealth across generations. This session will provide the latest updates on tax regulations, trust structures, and estate planning considerations that impact family offices and wealth advisors. Experts will share insights on how recent legislative changes may influence planning strategies, along with best practices for optimizing tax efficiency, ensuring asset protection, and facilitating smooth generational transitions.
Barbara Grayson, Partner, Private Wealth, Willkie, Farr & Gallagher, LLP
Kim Kamin, Chief Wealth Strategist, Gresham Partners, LLC
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2:00 pm - 2:30 pm |
Networking Break |
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2:30 pm - 4:00 pm |
Family Office and Advisor Peer Dialogues (two tracks)
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Track 1: Advisor Strategy and the Future of Advisor Cohorts
(Open to Advisors, Specialists, and Multi-Family Offices)
Introducing FOX advisor cohorts, coming soon. This session will examine emerging models for advisor teams and what the future holds for specialists and multi-family offices.
Peter Moustakerski, CEO, FOX
Mindy Kalinowski Earley, Chief Learning Officer, FOX
Allison Lawshe, Senior Manager, Learning Center, FOX
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Track 2: Family Office Cohorts
(Open to Families and Single Family Office Executives)
Connect with purpose. Grow with insight. Connect with families at a similar stage in their journey. FOX Cohorts provide a peer set to foster relationships and where discussions center around the themes most relevant to you.
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Early-Stage Business Families
Primarily composed of family business founders and first generation (G1) members, this cohort focuses on growing and managing the operating business, and there may or may not be a formalized family office. The next steps of the family’s journey are centered around the needs and trajectory of the family business.
Heather Abramson, Director, Relationship Manager, FOX
Emma Gross, Relationship Manager, FOX
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Multi-Gen Business Families
Designed for business owners who are beginning to look beyond the operating company. Members may be considering retirement, a business sale, or planning their next career and life stage. They often have an emphasis on preparing their family for a multigenerational journey.
David Toth, President, Membership, FOX
Callie Kim, International Relationship Manager, FOX
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Newly Liquid Families
Intended for G1 families and business founders who are planning for or recently experienced a significant liquidity event, e.g., sale of their legacy business, members may be exploring direct investment opportunities, creation of a family office, and education of G2.
Matt Murphy, Managing Director of Business Development, FOX
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Emerging Enterprise Families
Geared toward families recognizing the distinction between the family journey and that of the enterprise while understanding the success of both is essential. Discussions extend beyond the operating business(es) to aspects such as the family office or family foundation, real estate such as shared vacation property(ies), rising gen education, and spousal integration.
Jacob Mattox, Relationship Manager, FOX
Jeff Strese, Family Learning & Leadership Consultant, FOX
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Established Enterprise Families
Tailored for families with complex, multigenerational, and sometime global, enterprises involving multiple entities, owners, and decision-makers. With a formal governance structures often in place, priorities expand to include family well-being, communication, education, and shared experiences.
Sara Hamilton, Founder, FOX
Elizabeth Whitlow, Senior Relationship Manager, FOX
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Financial Families
Designed for families who have transitioned away from owning and actively investing in operating businesses. With multiple households often supported by a dedicated family office, family members collaborate on shared initiatives. Focus is typically on wealth preservation and growth and beneficiary education.
Scott Muench, Managing Director, Membership, FOX
Chris Herbert, Senior Relationship Manager, FOX
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4:00 pm - 4:15 pm |
Networking Break |
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4:15 pm - 5:15 pm |
Securing the Future: Succession Planning Strategies for Family Offices and Advisory Firms
This session will explore tailored strategies for successful leadership transitions within family offices, addressing unique challenges such as preserving family values, maintaining operational continuity, and preparing the next generation for stewardship. Additionally, we’ll examine business-to-business succession considerations, including mergers, acquisitions, and strategic partnerships that can support continuity and growth.
Dawn Mari La Monica, Family Office Advisor & Executive Coach, Dawnmari.co
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5:15 pm - 5:30 pm |
Day 2 Closing Remarks
David Toth, President of Membership, FOX
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5:30 pm - 7:30 pm |
Forum Reception and Specialized Advisor Showcase - Eleve (42nd Floor)
This reception, highlighting FOX Specialized Advisors, offers family office executives a distinctive opportunity to engage advisors with specialties tailored to the family office industry and not often featured at larger forums or events. Guests will have the opportunity to connect with each advisor while enjoying cocktails and appetizers. This relaxed environment encourages meaningful conversations that can result in valuable insights and knowledge sharing about unique segments within the family office market.
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7:30 pm |
Day 2 Concludes |
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Wednesday, July 16
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8:30 am - 9:30 am |
Breakfast
Discuss important topics within the family office industry over breakfast with peers. Meet with FOX’s executive team to talk about relevant timely topics, membership benefits, and any pressing inquiries you would like to address.
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8:45 am - 9:15 am |
Breakfast Technology and Risk Management Demonstrations
Join our participating technology providers for demonstrative presentations highlighting their products and services.
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9:30 am - 10:30 am |
Navigating Today’s Insurance and Risk Landscape: What Family Offices Need to Know
With rising complexity in global risks and shifting insurance markets, family offices face increasing challenges in safeguarding their assets and operations. Gain timely insights into emerging exposures, evolving coverage trends, and strategic approaches to risk management.
Lynn Killeen, Senior Vice President, HUB International
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10:30 am - 10:45 am |
Networking Break
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10:45 am - 11:45 am |
Markets & Investment Landscape: A Look Forward
As global markets remain dynamic and investment priorities shift, family offices must stay agile to preserve and grow wealth across generations. This forward-looking discussion will explore key economic indicators, market trends, and investment themes shaping the near- and long-term outlook. Learn how family offices are adjusting portfolio strategies, identifying new opportunities, and managing risk in an increasingly complex investment landscape.
Bradford Long, Partner, Chief Investment Officer, Fiducient Advisors
Adam Newell, Partner, Senior Wealth Consultant to Private Clients & Family Offices Fiducient Advisors
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11:45 am - 12:00 pm |
Closing Remarks
Peter Moustakerski, CEO, FOX
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12:00 pm |
Forum Concludes
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