FOX Rising Gen Leadership Program - December 7-8, 2020

Family Office Exchange (FOX) is pleased to offer the Rising Gen Leadership Program Series for the preparation of future family leaders. The multi-part learning series is focused on educating future family leaders so they are armed with the skills needed to thrive in life, business, and wealth stewardship. Participants will attend educational sessions and engage in peer networking and experiential activities.

This education program is a multi-disciplinary approach that will cover four diverse subject areas needed to be an equipped, informed, and contributing leader to the family enterprise. These courses are the essential building blocks for family leadership preparation, and part of an overall core curriculum that will be presented at four distinct FOX Rising Gen Leadership Programs.

Participants in the program will obtain knowledge as they pursue their careers and increased credibility within the family. Additionally, interacting with a peer community will allow Rising Generation family members to have honest and informative conversations addressing their unique questions related to family, business, and leadership.

For 30 years FOX has been sharing experiences, education, and guidance with families, family office executives, and advisors. FOX is delighted to present this important program series to empower future family leaders and equip them with a leadership toolkit for the future.

Who Should Attend

Registration for the FOX Rising Gen Leadership Program is open to family members in their 20’s, 30’s, and 40’s. Limited spaces are available as this program is intended to provide an intimate experience that fosters connection among peers. All registrations are subject to approval by FOX.


  • About
  • Agenda
  • Speakers
  • Venue

REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

Field of Study: Finance - Up to 11.5 CPE credits can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.

Learning Objectives: Upon completion of this program, participants will gain an understanding of how to assess their own learning style, learn leadership skills for earning authority, receive an overview of personal financial literacy, and will learn tools and skills for board training and stewardship.

Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live Program

Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Monday, December 7

9:00 am Registration and Breakfast
9:30 am

Introduction and Networking Activity

  Living an Authentic Life with Purpose

Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, Family Office Exchange

Wealth can offer a paralyzing number of choices regarding what to do with your life. Considering your family’s legacy, your own interests, and what you bring to the table can give rise to the challenge of how to make your life meaningful. How do you define work and where does it fit in your world? How do you balance both your career and family engagement? Whether you have previously considered a purpose-driven life or found your purpose shifting in recent years, this module will provide the planning tools necessary to navigate this process thoughtfully and with authenticity.
12:30 pm Lunch
1:15 pm

Modern Families: Inclusiveness and Spousal Roles

The nuclear family of 2020 does not resemble the nuclear family of the past. This session will challenge you to evaluate your own definition of ‘family’ with which you live and engage. Explore the stories of wealthy families who confronted issues of inclusion head on. Under what conditions are spouses involved in the affairs of your family? Do domestic, live-in partners get any access to your family office services? Are there smaller roles in your governance structure that could open doors for not only new family members, but new ideas? We will explore how to usher in inclusion where you feel it is most needed in your family.

Case Studies and Discussion

Personal Reflection

4:30 pm Meeting Adjournment
6:00 pm Cocktail Reception and Dinner

Tuesday, December 8

9:00 am Breakfast
9:30 am

Reflections and Activity

Influence Without Authority

Be it committee participation or observing board meetings, as a Rising Generation family member, you have an opportunity to influence decisions and discussions. This module will examine ways in which you can offer insights, ask questions, or guide discussions without having formal authority. We will consider frameworks to evaluate what type of participation is called for in different settings, help you determine when and how to exercise your influence as a family member in a larger dialogue, and explore being mindful of the hierarchy within your family’s governance structure.

12:00 pm Lunch
1:00 pm

Practical Application

Managing Change and Decision-Making In Your Family 

Over time, families grow and change. There are additions of new family members, the passing of leadership from one generation to another, the acquisition or dissolution of new businesses or investments. Change is a constant. Learning how to navigate that change as a family, and to make effective decisions in the face of shifting priorities, is essential for family members. This session will help you analyze your current decision-making model and align your family around the right priorities to make decisions in a timely manner.

4:15 pm Final Reflection
4:30 pm Meeting Adjournment




Presenter Biographies

Mindy Kalinowski Earley, CMP, CFBA ​
Chief Learning Officer, Family Office Exchange

Mindy Earley is Chief Learning Officer for Family Office Exchange. In her role, she works to foster integrated learning programs for enterprise families and is responsible for developing the family learning community. She provides support to the Family Learning and Experience Council and FOX Family Learning Network. Mindy is inspired by helping people learn, grow and discover the way that they will make personal and productive contributions, using their strengths and talents.

Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks in support of human and intellectual capital. She has designed learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals.

Sara Hamilton
Founder and CEO, Family Office Exchange

Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX). Sara is a recognized visionary and credited with professionalizing the family office industry. Sara founded FOX in 1989 as a peer network for family office executives. Within 10 years, FOX could see that families needed help with their enterprise vision, managing financial transitions, and educating family members on responsible ownership.

Today, Sara provides strategic direction for FOX and leads the development of new programs and services supporting family enterprises, family office executives, and wealth advisory firms in more than 27 countries. FOX has built a unique team of professionals serving multi-generational families, led by 20 technical experts who are supported by a dedicated team of 30 additional employees based in Chicago, New York, San Francisco, and Madrid.

16 West Adams Street
Adams Hub, 2nd Floor
Chicago, IL 60603