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Glen W. Johnson, President of Membership, FOX

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 ...

Any owner at any age can gain ownership-related perspective and skills contributing to greater family harmony and business success. With two other authors, Gaia Marchisio, executive director at Cox Family Enterprise Center at Kennesaw State University, has written a book providing enterprising families and their advisors examples and practical advi...

This experienced panel of family leaders shared their insights from working with independent directors on governing boards (both Gen 2 and Gen 5 perspectives). They described the benefits derived from adding independent directors and how to find the right people for these important roles. They explored how independent directors help balance th...

Sara Hamilton, Founder and Board Chair, FOX Glen W. Johnson, President of Membership, FOX Peter Moustakerski, CEO, FOX

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 is a deep dive into the topic of succession, including how to proactively plan for and manage family leadership transitions. Speakers will consider ways families can anticipate their needs before a succession crisis occurs. They’ll also cover how to open up communication with the rising generation and prepare them for their emerging re...

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...

The past two years have tested even the most resilient families who have been challenged with balancing domestic obligations with home schooling and managing companies virtually. In the best of times, family held enterprises often have complex dynamics due to the relationships between employees. Given the uncertainty in the world, it is unsurprisin...

Welcome to the 2021 FOX Family Forum.Glen W. Johnson, President of Membership, FOXPeter Moustakerski, CEO, FOX Sara Hamilton, Founder and Board Chair, FOX

Jennifer Risher and her husband became extra-lucky beneficiaries of the dot-com boom. But sudden wealth had its challenges. Jennifer will shared her thought-provoking, personal story that explores the hidden impact of wealth on identity, relationships, and sense of place in the world. At a time when money is still a taboo subject even among those c...

This session revealed and examined the skills needed to be an effective leader in the post-pandemic era. Greg McCann, Founder and Principal, McCann & AssociatesCourtney Pullen, M.A., President, The Pullen Consulting GroupModerated by Jill Shipley, Managing Director, Governance and Education Practice, Tiedemann Advisors

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 ...

Trust is the core value in family offices' work. It has been forged over decades and in some cases, generations. Trust has always been fragile, but in the digital space, even more so. How is trust redefined in a world where we will be conducting work mostly digitally? How do we choose technology that builds trust rather than destroys it? What are t...