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336 results found
Seminar 4: Family Office Trends and Best Practices
Publish Date:
Oct 28 2019

This session will highlight new trends and shifts in office complexity and operations based on the recent FOX Family Office Benchmarking Survey. We will facilitate discussion among participants to help consider how to evolve services, talent, and technology.Christine B. Franco, Chief Executive Officer, Chinquapin Trust CompanyLauren Heisler, Presid...

Seminar 5: Being an Effective Trustee and a Responsible Beneficiary
Publish Date:
Oct 28 2019

A trustee of family trusts must understand the legal duties and deliver them with a keen appreciation of family dynamics. We will discuss the range of trustee and beneficiary responsibilities as well as practical tips for making the trustee-beneficiary relationship work effectively. Members will share their experiences as trustees.Katherine Dunlevi...

Seminar 1: Building an Innovation Competence in Your Enterprise Family
Publish Date:
Oct 28 2019

Co-founder of innovation firm Doblin and a renowned innovation scientist, Larry Keeley has worked for decades to create the most effective techniques in the innovation field. His methods are used by leading firms the world over—including many of the largest family-owned and family-controlled enterprises. Larry will bring specific tools you can use ...

Generation Succession
Publish Date:
Oct 28 2019

Explore the good, the bad, and the ugly around succession and generational transitions of power and control within families of wealth. Hear from one Gen 7 family on their recent generational succession, what prompted the transition, and how they navigated the practical and emotional challenges.Nate Imfeld, Attorney, Foley & Lardner, LLPTor...

The Engaged Beneficiary: What You Need to Know
Publish Date:
Oct 28 2019

What does it mean to be an engaged and responsible beneficiary? We will explore the roles and responsibilities of a trustee, and learn from a father-daughter team about how they make the trustee-beneficiary relationship work. We will understand the roles each party plays and how to effectively approach trust-related communications.Robert Hammett, V...

Voice of the Ultra-Wealthy Family: Evolving Client Behaviors and the Impact on Advisors
Publish Date:
Oct 23 2019

According to FOX research, changing client behavior impacts what services need to be provided, how to develop talent and even the way firms articulate their value in the marketplace. In this webinar, we examined the shift in behavior which can already be seen in the increase in direct investing and more subtly in how families are seeking advic...

Clarifying Learning Expectations for Rising Gen Engagement
Publish Date:
Oct 16 2019

For families engaging in strategic planning, the proverbial questions remain the same… What does the rising generation need to know? How do we deliver that? What should we expect from them? Intentional families consider these questions for years. Others, due to unexpected life events, are rushed to get the rising gen members up to speed and ready t...

Highlights from the 2019 Family Office Study - Benchmarking
Publish Date:
Sep 25 2019

Demonstrating the value of a family office is no small task. The pressing priorities of an office often leave little room to fully comprehend the impact of all moving parts. The 2019 FOX Family Office Study explored several key components of family office operations such as cost, governance structure, education and client experience. Join FOX’s Chi...

Highlights from the 2019 Survey on Values-Aligned Investing
Publish Date:
May 22 2019

This year, FOX included a values-aligned investing chapter in our Global Investment Survey for the first time. We gathered deep, meaningful data on responding families and look forward to sharing it with you. Join us as we shared how the world’s leading families are deploying capital to values-aligned strategies, as well as the challenges and oppor...

Results Oriented Trusts: Balancing Settlor Intent with Beneficiary Needs
Publish Date:
May 08 2019

More and more families are looking to ensure that their philosophy and values align with their goals in creating trusts. A results-oriented trust is one that has been particularly designed as a tool to encourage beneficiaries’ behaviors in their realms of work, charity and socially responsible choices. Often times beneficiaries feel guilty, embarra...

Three Degrees of Engagement in Personal Investing (Intermediate)
Publish Date:
May 06 2019

Whether you are an experienced investor or just learning to understand a financial statement, these sessions will provide you with information to better grasp your own and your family’s financial picture and give you hands-on strategies to apply your learnings.An introductory session will focus on financial ...

Three Degrees of Engagement in Personal Investing (Advanced)
Publish Date:
May 06 2019

Whether you are an experienced investor or just learning to understand a financial statement, these sessions will provide you with information to better grasp your own and your family’s financial picture and give you hands-on strategies to apply your learnings.An introductory session will focus on financial ...

Family Dynamics: Effective Family Conversations
Publish Date:
May 05 2019

Navigating family dynamics can be challenging in any family, however, add the complexity of significant wealth or business ownership and those challenges can amplify. As a Rising Gen, knowing how to initiate and manage difficult conversations around substantive family issues such as conflict, succession, and engaging the next generation c...