Pre-Forum Programming

All times listed are in US Eastern time.

Private Family Capital Investment Dinner | October 19

Open to families and single family offices.

Private Family Capital Investment Dinner at Serena Pastificio
Please join us for a dinner with private investors from the FOX Direct Investing Network where we’ll focus 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.

Rising Gen at the Family Forum | October, 19-20

Open to family members in their 20s, 30s, and 40s, who are looking to make connections with peers facing the same challenges within their family's enterprise should attend these events and programming. Spouses are welcome and encouraged to register for this program.

An abridged version of the Rising Gen program is below. Click here to learn more about the program and view the full agenda.

Sunday, October 19 at the Ponce City Market

Welcome / Icebreaker

Rising Gen Career Development

Rising Gen Dinner

Dinner Concludes

Ponce City Market
(10 minute car ride from the Loews Atlanta)
675 Ponce de Leon Ave NE
Atlanta, GA 30308

Monday, October 20 at the Loews Atlanta

Registration Opens and Breakfast in the Foyer for Rising Gen Attendees

Warm-Up

How Transitions Impact Families

Networking Break

Beyond Bloodlines: Preserving Legacy Through Non-Family Leadership

Closing Remarks

Loews Atlanta
1065 Peachtree St, NE
Atlanta, GA 30309

Family Forum | October 20-22

Monday, October 20

Reserved for family members, single family office executives, and invited industry leaders.

Optional First Time Attendee Session
Join other first-time Family Forum attendees and discover how to make the most of your Family Forum experience. Attendees will have the opportunity to meet, mingle, and kick off the forum with fellow members new to the FOX community. (CPE credits are not offered for this session.)

Family Forum Welcome Luncheon

Welcome to the Forum: What’s on the Mind of Members
In this opening session, FOX CEO Peter Moustakerski and Chief Membership Officer Scott Muench will provide an overview of the most frequent themes and prominent needs coming from conversations with FOX members and an updated on the latest development and initiatives at FOX, including many of the new and exciting membership benefits aimed at delivering unrivaled and lasting value for all members of the FOX community.

Peter Moustakerski, CEO, FOX
Scott Muench, Chief Membership Officer, FOX

The Importance and Opportunities for Private Family Capital
Chairman Nathan Hamilton and Board Advisor Nick Rhoads will review their findings in the recently released Private Family Capital Blueprint and talk about the recent trends of the PFC Investment Survey. They will aim to draw actionable conclusions and takeaways that challenge some of the conventional thinking of traditional investment frameworks and highlight the unique role of Private Family Capital (PFC) in the marketplace and the power of a generational mindset in an investment strategy.

Nate Hamilton, Executive Chairman, FOX
Nick Rhoads, Board Member & Trustee, FOX

Global Macro Impact on Private Capital
Founder and CIO of Morgan Creek Capital returns to FOX for a presentation and fireside chat to discuss the macro-economic landscape and investing environment and the latest developments across Blockchain Technology. Mark brings decades of experience investing capital across asset classes and for endowments and institutions, and this session will reflect back on the how the investing landscape has changed for family offices in each of the last several decades. This free-flowing session will explore the intersection of global macroeconomic trends, traditional investment strategies, and the recent integration of blockchain technology and decentralized finance in the political and economic landscape.

Mark Yusko, Founder and CIO, Morgan Creek Capital

Networking Break

Breakout Sessions for Peer Group Cohorts – Current Challenges and Opportunities
Open to family members, U.S. and International.
 

• Early-Stage Business Families and Multi-Gen Business Owner Families

  Heather Asher Abramson, Managing Director, Core Membership, FOX
  Emma Gross, Relationship Manager, FOX
  Callie Kim, Int’l Relationship Manager, FOX
  Nick Rhoads, Board Member & Trustee, FOX
   

• Established Enterprise Families

  Kent Lawson, Chief Operations Officer, FOX
  Betsy Whitlow, Senior Relationship Manager, FOX
   

• Emerging Enterprise Families

  Jacob Mattox, Relationship Manager, FOX
  Peter Moustakerski, CEO, FOX
   

• Financial Families

  Scott Muench, Managing Director, Membership, FOX
  Ken O’Young, Senior Manager of Council Administration, FOX
   

• Wealth Owners and Governing Board Members

  Nate Hamilton, Executive Chairman, FOX
  Sara Hamilton, Founder and Family Advisor, FOX
  Miguel López de Silanes Gómez, International Market Leader, FOX
   

• Industry Leaders

  Jeff Strese​, Family Learning & Leadership Consultant
  David Toth, President of Membership, FOX
   

Monday Programming Concludes

Cocktail Reception on the Terrace

Pocket Dinners

Tuesday, October 21

Open to all FOX members

Registration Opens

Breakfast and Exhibits

Welcome

Peter Moustakerski, CEO, FOX
Scott Muench, Chief Membership Officer, FOX

Multi-Generational Goals in Times of Change
Understanding how families will set their multi-generational goals in the midst of global change. We will discuss different strategies used by families around the globe.

Sara Hamilton, Founder and Family Advisor, FOX
Miguel López de Silanes Gómez, International Market Leader, FOX

How Families Define Their Goals and Measure Progress – a Panel Discussion
We will share three inspiring stories about family evolution, impact and engagement in the family’s collective enterprise. Each of these families has planned for key transitions and managed unexpected challenges with innovative solutions that bring insights for all of us.

Jill Barber, President, Cymi Family Office, Mathilde Family, Dayton OH
Jason Ingle, Chair of the Family Office Board, Ford Family, Detroit MI
Stan van Wyk, CEO, GenLink Family Office, Kuyper Family, Pella IA
Sara Hamilton, Founder and Family Advisor, FOX

Networking Break

Catalyst Capital for Systems Change: Financing Beyond the Grant
In an era of shrinking aid and shifting power, IDP Foundation has reimagined how philanthropy can drive sustainable impact. By deploying innovative financing tools—like program related investments, loan guarantees, and blended capital—the Foundation has supported thousands of low-fee private schools serving some of the poorest communities in Sub-Saharan Africa. This session explores how these catalytic approaches have extended the reach and accountability of philanthropic capital, strengthening existing systems rather than creating new ones. Join us to learn how smart capital strategies can fuel locally led solutions with staying power.

Corina Gardner, CEO, IDP Foundation, Inc.
Irene D. Pritzker, Chair & Co-Founder, IDP Foundation, Inc.
Allison Lawshe, Senior Manager, Learning Center, FOX (Moderator)

Networking Luncheon

Breakout Sessions
 

• What’s Trending in Family Office Management
  Exclusively for families and single-family offices
  FOX thought leaders and subject matter experts bring you trends and insights from the 2025 Family Office Survey and other directional thoughts from various conversations over the last year. Join us for an engaging session around outsourcing and talent management trends, direction of philanthropy, and strategies around preservation of wealth while nurturing the next generation. Discussions will cover longitudinal views of what our members have told us over the years through FOX benchmarking surveys, which really capture how family offices are thinking about professionalization of the family office to benefit from emerging opportunities.

  Mishu Din, Director of Research, FOX
  Scott Muench, Chief Membership Officer, FOX

• The Evolution of Governance on the Family’s Journey Together
  Families need different forms of governance at different stages in their evolution, so this session will provide a framework for how governance evolves on the family’s journey. We will share case studies to demonstrate the purpose for governance as the stages evolve. We will also identify what family agreements have to be in place before family governance will be trusted and accepted by the family.

  Sara Hamilton, Founder and Family Advisor, FOX
  Miguel López de Silanes Gómez, International Market Leader, FOX

• Generosity and the Rising Gen: Supporting Our Next-Gen Philanthropists with Arabella Advisors
  The rising generations often see the world differently, and they are becoming more vocal about what they value and how they want to use wealth to create impact. Family dynamics are shifting, sometimes in ways that can be tricky to navigate, particularly in a time of significant polarization in society. In the midst of these changes, families strive for meaning, action, and collaboration. For family offices tasked with managing all of this alone, it can feel overwhelming. This session will build upon current research being conducted by Arabella Advisors on rising generation donors and the barriers they find themselves facing to efficiently and effectively engage in philanthropy. Through stories of real families, this session will highlight solutions to help rising generation donors unlock their full potential and support them to act, instead of react through their family values.

  Joseph Brooks, Managing Director, Co-Head of Family and Individual Services, Arabella Advisors
  Betsy Erickson, Managing Director, Co-Head of Family and Individual Services, Arabella Advisors

• Not Letting the Past Hold You Back: A Family’s Journey to Launch an Enduring Multi-Generational Legacy Mindset
  The Clayton Family dynamics look very different today. After more than a dozen years marked by conflict and discord, the Family embarked on a process to repair communication, focus on cohesion, and build alignment to carry the legacy forward. Led by Patriarch, Jim Clayton (91) and Family Office President, Mark Freeman, the Steering Committee coordinated a thoughtful series of communication and emotional intelligence programming. Now, with strengthened relationships and a shared vision, the four-generation Clayton Family is implementing a co-designed governance framework and legacy plan. Hear from Jim and Mark about the process that took the Family from conflict to cohesion.

  Jim Clayton, Chairman, Clayton Family Office
  Mark Freeman, Trustee, Clayton Family Office
  Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer​, FOX

• Securing the Family Values and Legacy Through Storytelling
  Wealth transitions are about more than transferring assets — they are about preserving the stories, values, and lived experiences that give those assets meaning. This session explores how storytelling strengthens identity, builds cohesion across generations, and provides a compass for families to flourish within their wealth.

  Yvette Conn, Co-Founder, LifeBook Memoirs
  Kasia Flanagan, Founder, Everyday Legacies
  Jacob Mattox, Relationship Manager, FOX

Networking Break

How to Navigate the Current Political Landscape: Insider Tips for Family Principals
As families steer their enterprises through today’s turbulent political climate, it is critical for them to stay abreast of the latest political and regulatory developments in the US and globally. It is vital for family leaders to be able to weed out the noise and distill the most relevant developments that will impact their families, their investments, and their operating businesses. This session will provide an insider’s view and a balanced expert analysis of the complex and ever-shifting political and legislative environment in Washington, DC and its reverberations across markets, jurisdictions, and communities around the globe.

John Gugliada, Director of Family Engagement, Family Enterprise USA and Policy and Taxation Group
Patricia Soldano, CEO & President, Family Enterprise USA; Founder & President, Policy and Taxation Group
Russ Sullivan, Shareholder, Brownstein Hyatt Farber Schreck

Owning the AI Future: Capital Allocation & Cultural Reinvention
AI is obviously a massive secular trend. Perhaps the greatest innovation in the history of humanity. How can family office investors cut through the clutter, deconstruct what’s actually going on, and find outsized opportunities on the public and private side? Further, how can families and family office leaders create their own AI-native organization and culture, embrace practical applications to maximize efficiency, and stay abreast of this dynamic space and separate signal from noise? HBS Professor and Flybridge General Partner Jeff Bussgang, author of a recent book on AI, will provide a few answers to these critical questions.

Jeff Bussgang, Professor, Harvard Business School; Founder, Flybridge

Tuesday Programming Concludes

All Member Dinner

Wednesday, October 22

Open to all FOX members

Registration Opens: Breakfast and Exhibits

Welcome

Measuring Family Office Success and Setting New Family Priorities
This session will explore the transformation of an investment office into a fully integrated family office over the past decade. Attendees will gain insights into how progress is measured through ten key performance metrics developed over the years, supported by real data and analysis. The session will also highlight a compelling case study of a multi-generational investment in Ballyfin, a meticulously restored 200-year-old estate turned Michelin-starred resort in Ireland—demonstrating the intersection of legacy, vision, and precision in long-term family investments.

Matthew Giddings, President, KF Partners Family Office, Krehbiel Family, Chicago
Jay Krehbiel, Family Board Chair, Krehbiel Family, Chicago
Sara Hamilton, Founder and Family Advisor, FOX

Networking Break

Polarities: Moving From the Limitations of “Either/Or” to the Power of “Both/And”
The world in which we live is tumultuous and increasingly polarized. It is timely and essential for leaders at every level to see conflicting perspectives and contrasting value systems as opportunities, not obstacles. That is why we need to understand and leverage Polarities.

The human brain knows how to make choices. We make hundreds of them every day. Some are easy: "Which route should I take to work today?" Others are harder: "Is it more important to attend this work event or my daughter's soccer game?" Deciding what to do requires "Either / Or" thinking, an essential skill that allows us to take action and not feel paralyzed by indecision.

Either / Or thinking works well most of the time. It falls short when faced with a Polarity. Polarities exist where a "Both / And" mindset is necessary to thrive. Humans require both activity and rest to be productive. Family offices depend on both continuity and change for effective succession planning. These scenarios require "Both / And" thinking because they involve a special kind of opposites, where the path to success requires benefits of both. Choosing only one will produce repeated conflict or failure. Polarities teach us to know when to shift from the Either / Or thinking our brains instinctively prefer to a Both / And mindset. Polarities are all around us — we just haven't been trained to spot them, until now.

Attending this session will enhance your leadership potential and ability to unlock the increasingly complex challenges we face both personally and professionally.

Betsy Miller, Lecturer on Law, Harvard Law School

Meeting the New Integrator Family: Aligning the Full Family Enterprise with Your Deepest Values
A new kind of wealth holder is emerging—one who sees money not just as a legacy to preserve, but as a tool to activate in service to the greater good. In this session, author and impact strategy advisor Sharon Schneider introduces The Integrator, a framework for understanding individuals reshaping how families invest, give, and govern.

Sharon Schneider, Founder, Integrated Capital Strategies + Author, Handbook for an Integrated Life

Closing Remarks

Family Forum Program Concludes