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With a focus on women business owners and decision makers, a survey of nearly 900 men and women was conducted to learn and understand what might be different in men and women’s approaches to managing their personal and business wealth. This report by BMO explains what the study uncovered, revealing some valuable insights into the financial attitude...

Retirement is supposed to be “our time”—when we’re no longer spending the better parts of our days building a career or raising kings (or both). But for a lot of women, that’s not how retirement plays out. Research reveals that women aren’t as confident about enjoying retirement as men. Part of that answer lies in financial education. With this ...

FOX’s Chief Learning Officer, Mindy Kalinowski Earley, explains how and why family education is an essential component that supports family cohesion and the transfer of wealth and legacy through generations. During this session she walks viewers through the newly released FOX Family Learning Handbook, filled with a roadmap of tools that will assist...

Entrepreneurs and business owners often put off wealth planning because they’re so busy with their businesses. Yet, wealth planning is a crucial part of protecting everything they’ve worked so hard for. That’s because their personal and business finances can be interconnected, but they aren’t always at the same stage of growth. This guide by BMO ou...

With more women contributing to meaningful roles in the finance industry, there’s more equity in the future of private equity. In this panel discussion, four impactful women share their experiences in private equity and how women can thrive in this industry. Their valuable insights on leadership, practical advice, and inspiring stories will help wi...

Join us for an insightful session on women in wealth and the pivotal role women play in the family office and wealth management space. This panel will explore the unique perspectives women bring to the industry, while addressing their challenges and opportunities for growth. Amy Hart Clyne, Chief Knowledge & Learning Office...

With the shift moving away from a fear-based approach to a more positive paradigm in the wealth management space, the expertise and the many advisory disciplines are adapting to the transformational journey of the family, with integrated services and professional standards emerging as best practices over time. The goal is to help your family flouri...

The Five Capitals, Wealth 3.0, and the prevalence of Chief Learning Officers in family offices underscore a growing recognition among UHNW families of the value of investing in their human capital. Cultivating skills, stewardship, and personal growth is foundational for a legacy led by an educated, empowered family collective. We explore why learni...