Learn from the families, advisors, and thought leaders as you move toward achieving your investment goals—from starting a family office direct investment function to building winning portfolios and discovering how venture capital positively disrupts intergenerational investing. Curated Resources For members of...
Discover different learning approaches taken by three families who partnered with a FOX consultant to develop their human capital, engage the next generation, and create a culture of learning at an early age. These three vignettes exemplify best practices and trends in family education, including the formalization of family learning.
In an era marked by unprecedented wealth transfer and shifting societal dynamics, philanthropy is being called to actively adjust to a new reality. In the middle of all this, younger people are starting to have a bigger say in where philanthropic money goes. They care more about equity, inclusion, and transparency, as well as changing systems that ...
Conventional investing is all about diversification and maximizing returns. While both of these are still fundamental, some investors also want to use their economic influence to drive meaningful change. As these investors make financial decisions informed by both heart and mind, traditional barriers between making money and making a difference are...
IntraFi will lead a thought-provoking discussion with their partners at BNY [Shofiur Razzaque, Michael F. Black], to challenge our perception of how to leverage wealth to give back to our communities. More specifically, their Advancing Communities Together (ACT) ACT Deposit Program. This unique program, developed in cooperation with the Communit...
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...
More than $80 trillion of wealth is expected to be transferred within families over the next two decades. Given the rise in wealth and aging populations globally, the number of family offices has surged to help guide succession planning and the transfer of assets. This brief outlook further highlights the investing trends impacting the path forward...
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...
As traditional oil and gas companies face a range of challenges, including the emergence of alternative and renewable technologies, investors must find new ways to navigate the energy transition. For large-scale investors like endowments and foundations, investing in energy is both a challenge and an opportunity that demands a whole new approach.