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The pandemic has created tremendous disruption on many levels causing dramatic changes in how we work, communicate, travel and manage risk. Our reliance and integration of technology has created data security risks across the office and family. Talent is on the move, and it remains difficult to find and retain critical employees, and where and how ...

Caroline Rose Hunt was the 3rd child of H.L. Hunt Jr. an American oil tycoon and entrepreneur. She established her family enterprise in the early 1980s, focusing on hotels and leisure, and exited in 2011. Today the enterprise holding company, The Rosewood Corporation, has a centralized ownership structure, headed by John Dziminski, enterprise presi...

This seminar will begin with trends discovered from FOX’s biennial family office benchmarking survey and will be supported by family office case studies to bring several of the trends to life. The case studies will be used to illustrate a variety of best practices and strategies that were identified in the survey. Josh Kanter, President, Chicago...

In the last year, workers around the globe have experienced remote work, not by choice, but by necessity. Not surprisingly, many have found it a positive experience and hope they can continue working remotely even after the pandemic is over. Others miss the office and can’t wait to get back. No one size fits all. Now that the pandemic is coming to ...

Regulatory change is in the air. With the Corporate Transparency Act, post Archegos crackdown, and a congressional focus on tax revenues, family offices are in the center of critical regulatory conversations. What are the implications to existing and future family structures, privacy, and reporting? What is being done in Washington DC to bring an i...

After an unprecedented, tumultuous year for the entire world, it’s time to take what was learned in 2020 to develop new approaches for the future. But can someone provide guidance on effectively managing the pace without all the pressure? During this session, Joy Taylor discusses ways to control short and long-term transformation and how...

FOX recently completed a new study on Complexity and Value. The study centers on the complexity that is reflected in a family’s size, structure and planning, and how that in-turn drives complexity and cost in the office. The study also reveals how the office provides value to the family in managing inherent complexity, mitigating risks, and leverag...

Panelists will discuss how the role of the advisor is changing within families and what is driving that change. Attendees will walk away with tools to help advisors adapt and develop their skills to better serve families of wealth, especially during their transitions.Amy E. Szostak, Director of Family Education and Governance, Northern TrustDien Yu...

The last year ushered in sweeping changes that impact financial services and partners serving ultra-high net worth clients. Firms are left needing answers about which digital methods and tools will sustain if conditions get back to normal, how to reinforce culture among a hybrid employee base, and how to gain an edge on competition and reach prospe...

Justine Fedak, Founder of Corporate Hippies, LLC, and Joe Teller, Managing Director of Marketing & Communications, FOX, will cover three critical topics regarding marketing and branding in the post covid world, including marketing and branding in a virtual environment, managing a personal brand within a firm, and the role of social me...

Are you struggling to serve clients with complicated governance and education needs? FOX’s Chief Learning Officer, Mindy Earley, and FOX Family Learning and Leadership Consultant, Jeff Strese, will lead a conversation on how to successfully manage difficult client dynamics. Jeff Strese, Family Learning and Leadership Consultant, FOXModerated b...

Hear what fellow FOX members are doing to make diversity a priority in their firm. No matter what size budget, attendees will walk away with concrete examples of how to implement and execute impactful diversity initiatives.Kelly Lora Ewart, Vice President of Strategic Relationships, PURE InsuranceLucy K. Park, Partner, Perkins CoieHaley M. Rives,&n...

Rob Wolcott, Co-Founder and Chairman of The World Innovation Network (TWIN), will explain the ‘great unwinding’ of 2021 and how organizations can harness the powerful yet chaotic energy that will be unleashed on the world as society opens back up. Now more than ever, organizations need to identify what objectives they’ll prioritiz...

Panelists will discuss philanthropic shifts happening with families and the advisor role in facilitating the planning. One advisor will tell their story of how they listen to the needs of families and support their client’s process toward achieving their philanthropic vision. Attendees will gain insight about evolving family philanthropy stra...

The rising generation is curious, intelligent, and preparing to step into family governance and business roles. They are your family’s future leaders. Rising Gen Network leaders Heather Asher Abramson and Mindy Kalinowski Earley will share key takeaways from FOX’s 2020 Rising Gen Forum, including the dominant questions on rising gens’ minds. Learn ...