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Families of exceptional wealth enjoy abundant resources to achieve family goals, but also face peculiar, idiosyncratic risks not easily managed through traditional means. This session explores a framework for managing those risks while taking advantage of the unique edge which families can have over other investors.In this session, an experienced g...

As new social and geopolitical conflicts arise, threats to a family’s security and well-being change. This landscape has materially shifted over the last few years and, as a result, families need to be prepared to address a variety of personal, physical, and cyber risks.In this session, family security directors from three single family offic...

Family office executive, Jill Koosmann, with G5 family members, Katherine Hayes and Kate Tilney, will highlight how the family and office staff worked together to complete a significant generational transition. Learn how they worked together to meet the family’s current needs, while respecting the evolution of the family’s culture. By a...

If you’re looking for ways to compare your family office performance and demonstrate the value the office provides, this session is for you. FOX Benchmarking is designed to help participants celebrate their successes and identify changes to improve performance. Find out how data and insights from the newly released FOX Family Office Study app...

When families and family offices become involved in direct investments, whether as lead or coinvestors, they take significant additional risks that need to be appropriately managed. Such risks include regulatory exposure and potential lawsuits from coinvestors, employees and other stakeholders in the investee companies, and sellers and potential bu...

This session will focus on public (liquid) and private (illiquid) approaches to infrastructure investing. It will highlight risk factors as well as investment considerations and review deployment opportunities including fund-of-funds, direct private equity infrastructure funds and syndicated coinvestments in the infrastructure sector.

Originally presented at the July, 2017 FOX Regional Member Briefing in Philadelphia, PA.Presenter:Meg Bricker, Principal, Mercer

In this session, join best-selling author and identity theft expert, Adam Levin, as he provides you with the blueprint to navigate a dangerous digital world. Adam offers essential tools to minimize your exposure to fraud, strategies to monitor your sensitive personal and financial accounts, and solutions to manage the damage if you become the victi...

Briar Hall, a longtime FOX single family office member, has embarked on a journey to review business processes for all critical functions within the office. All Briar Hall offices start with a carefully formulated approach to each function, but things change - employees change, family member needs change, and soon the process either doesn't loo...