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As employee retention is key to success, and workplace culture plays a critical role in retaining staff, this webcast will provide proven ideas to create an engaging culture beyond financial compensation. By the end of this webcast, attendees will be able to: Identify benefits, compensatory and non-compensatory, and training opportunities t...

When a young inheritor announces that they have met “the one,” the wheels of the wealthadvising industry whir into motion, with families and advisors discussing prenups, onboarding, and whether to include the new partner in family wealth discussions. But amid all of this, there is a young couple in love. How do we nurture this new union and foster ...

Often families struggle with effective ways to engage their rising gen and prepare for newcomers to join the family via marriage. Concerns of preserving family traditions, legal rights, and governance are imminent when a spouse enters a new household. Join us for this exciting opportunity to learn firsthand of a spousal integration and family en...

FOX has identified the cultivation of Human Capital as a key element of multi-generational success for business-owning families and other Family Offices that are focused on continuity, succession, and continual growth of family assets. The Frisbie Group in Palm Beach was originally founded by three brothers investing in a single rental property in ...

Wealth advisors continue to experience rapid growth, which on its face is positive – but firms can get into trouble if growth is not properly managed. Join a panel of experienced wealth advisors explaining the ins and outs of effectively managing growth. Topics discussed include identifying the right clients for your business, creating efficiencies...

Family advisors often have a strong technical or financial background, but the importance of cultivating communication style, emotional intelligence, coaching skills, trust-building, and similar qualitative skills to serve clients cannot be overstated. Join a panel of peers who will share how they meaningfully engage with family clients and discuss...

We have all been the new person at some point or another—the new person on the block, the freshman at the big university, a manager in a new office. In such hard-to-navigate situations, training and communications are integral parts of the on-boarding process. When both employee and employer are informed about one another’s needs, personalities, an...

This Passages guide is part one of a two-part series on divorce and division in family philanthropy, featuring tips for what board and staff members can do to prepare and cope. This first part includes case studies on family foundations that have navigated divorce, questions to consider when developing board policies, and perspectives on ...

This Passages is part two of a two-part series on divorce and division in family philanthropy, featuring tips for what board and staff can do to plan ahead for potential change. The second part includes stories and advice from those who have been through, or advised, families as they divided their philanthropy. Learn more by reading part one, Br...

Organizations can fuel growth by planning for their specific human capital training and talent development needs. In this conversation on human capital, get to know the key considerations for companies to successfully align their human capital strategies with business objectives. Learn the importance of aligning talent development plans with future...

For the second quarter, we turn our attention to the topic of human capital and the level of attention it is receiving among our members, and across the industry at large. You may recall during our January 18 webcast on “The Rise of Human Capital” we stated that the “New Era of Family Wealth” has arrived. In large part, this “new era” is fueled by ...

In this webcast, join host Joline Godfrey, Managing Director of Family Learning & Programming for the Hawthorn Institute for Family Success, in a conversation on the hazards and opportunities of bringing newcomers into the Family Enterprise experience. During this webcast, Joline will: Explore the nature of what it means to...

In order for two family offices to successfully work out a co-investing deal on a commercial and fair basis, both sides have to understand what the other party cares about. Negotiators need to understand what is ‘market’ so that they can come to a ‘down the middle’ deal without unnecessary haggling. During this webcast, experts will talk t...

A major trend with family enterprise organizations is designing ways to develop and retain early career professionals. The most effective emerging practice is to develop a strategy that blends the quantitative skills necessary to meet the financial, legal and technical needs of a family, along with the qualitative skills needed to navigate complexi...