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4 results found
Crafting a Family Charter to Ensure Family Engagement | 2023 FOX Family Forum
Publish Date:
Oct 24 2023

This session with the Salgar Family will provide background on the transitions underway in their family and how they used the Family Charter / Constitution to reaffirm the family values, align their goals, and organize their governance process. As part of the move from the first generation to the leadership of Gen 2-3, the family outlined the key c...

An Optimistic Outlook for Family Transitions | 2022 FOX Family Forum
Publish Date:
Oct 24 2022

Join FOX for a moderated keynote with internationally recognized author and consultant, Dr. Jim Grubman. The session will explore an exciting trend and share examples of families that are taking a more positive approach to family leadership transitions, preparing the rising generation, and keeping the family engaged and cohesive. Jim Grubman, Fa...

Cyber Threats: Key Takeaways from a Global Financial Firm | 2022 FOX Technology Showcase
Publish Date:
Jun 16 2022

Cybersecurity is by no means novel, but in an evolving landscape affected by new technologies, geopolitical tensions, and a larger-than-ever digital footprint, the importance of your family office’s cyber strategy cannot be overemphasized. Join us to learn how SEI’s experience as a regulated financial firm translates to a hyper awareness of existin...

Risk Management Member Meeting - Concentric & Corporate Value Metrics
Publish Date:
May 20 2024

Risk Management at FOX is focused on all aspects of risk for its membership including families, family offices, operating companies, and advisor organizations. FOX hosts a quarterly meeting comprised of different vendors and thought leader specialists whose focus is in the areas of Cybersecurity, Physical Security, Personal Security, Insurance, Gov...