Search Results

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...

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...

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...

How are you managing changes in your family? How about the changes coming down the road? We shared examples of how the shift in family priorities and the influence of the rising generations are driving the family office evolution.Moderator: Glen W. Johnson, Chief Operating Officer, Family Office ExchangeMindy Kalinowski Earley, CMP, CFBA, Chief Lea...

The family office of the next decade will have the opportunity to offer a broader array of services for their family clients – from financial health, personal health and security, lifestyle management, property management, business management to risk management across all these dimensions. The talent transformation will be a critical challenge – re...

Following a briefing on how technology will reshape the role of the family office and wealth advisor in the coming decade, we will hear from leaders who are on the front lines of that change. Wayne Osborne will share new insights into buying behavior among wealth owners as they come to trust, and rely on, technology. Maurizio Petta will share persp...

Identifying the trends and issues with an immediate impact on families of wealth is a large part of our mission at FOX. We’ll explore what’s on the minds of members, including the changing needs and demographics of owners, trends regarding asset allocation, the family office of the future, the shifting talent paradigm, and much more.

Much of the work we do at Family Office Exchange focuses on identifying the trends and issues having an immediate or imminent impact on families of wealth. In this session, we’ll explore what’s on the minds of members, including issues related to tax reform and how families are responding to the recent changes, the evolving role of a fi...

The FOX Spring Global Investment ForumTM was held in San Francisco on March 13th. The Forum brought together many of the most sophisticated investors of private capital across the FOX community. The Forum addressed many of the increasing challenges that investors have when investing long-term capital in this time of significant disruption.

Imagine what the year 2030 might look like for you and the people you serve. What key trends must be watched as we anticipate the world over the next 10 to 15 years? As a community dedicated to providing for families of substantial wealth, what can we do today to not only plan for, but also influence our shared future? How can we focus our thinking...

In this unique presentation, Denise Shull and Bill Long will outline a radical view on the role of feelings and emotions in investment decisions. While conventional wisdom tells us to “remove the emotions” when it comes to investing, Denise Shull, drawing upon her years of study in neuroscience and her extensive trading experience, will...