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Role definition and preparation is a common challenge for families looking to integrate rising family members into the enterprise. Solving this challenge leads to higher rising gen participation and increased in-law engagement within the family. Using competency-based assessments, families can predict the success of family members in specific roles...

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...

A high-quality board of directors with a range of talents and experience can be a powerful resource for your company. Taking steps to ensure your board is well-designed, well-informed, and properly engaged will reap significant benefits for your company’s shareholders and management team.

This series of short, educational videos provides an overview of the core elements of investing and some of the asset classes most commonly used in portfolio construction. Download the full presentation deck and explore the educational modules on the topics of interest that include: Setting an Investment Policy and Principles of Portfolio Cons...

Independent directors can enhance a family business board in a variety of ways, including providing expertise in a range of subject matter areas, leadership development, and learning opportunities. They can also help owners expand diverse viewpoints, adapt to changing circumstances in the market, and help make decisions that are difficult for the f...

A well-functioning board is a crucial component to help the family business achieve longevity and growth. From risk mitigation to culture oversight, a good board can be an important resource for the company, shareholders, and stakeholders. In this discussion, Meghan Juday, IDEAL Industries Chairman and Founder of The Lodis Forum, a peer group for w...

A well-intentioned and deliberate approach to adjusting public equity market structure through regulation can result in positive outcomes for investors, but that approach isn’t always what drives change in global equity markets. The media, investor advocacy groups, and legislators often intervene to influence the trajectory, and the outcome can be ...