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This session with the Salgar Family will provide background on the transitions underway in their family and how they used the Family Charter / Constitution to reaffirm the family values, align their goals, and organize their governance process. As part of the move from the first generation to the leadership of Gen 2-3, the family outlined the key c...

Every family office is unique, and so are the governance structures needed to meet the family's objectives. This session will help attendees understand when a family office should implement more (or less) formal governance components - from committees to councils to bringing in outside directors alongside family members. Attendees will walk away wi...

From risk management to objective perspectives to succession planning, boards are a crucial component to help the family business achieve longevity. Boards serve as a mechanism to clarify the mandates of the family and provide continuity and formal guidance to future generations. During this session, experts will share easy-to-implement governance ...

This discussion-based breakout will dive deep into the topic of real estate and the process of how to effectively manage it. Cortney Liddiard, Chief Executive Officer, Ball Ventures Allen Morris, Chairman and CEO, Allen Morris Company Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX

Join a panel of experts as they discuss increasing inflation and its impact on the investment landscape. Speakers will discuss how to protect your portfolio, increase real estate exposure, their suggestions on how to best access real estate, and which sub-asset classes can meet investing objectives. Jeff Shulman, Managing Director, CIBC Daryl S...

Originating in English common law, trusts have been used for centuries to manage holdings of the wealthy. Even though trusts are quite common, many people may find them hard to understand. Having an introduction to the trust basics is a good place to begin and learn how trusts are used in wealth management plans to help provide financial support fo...

When it comes to reaching your family’s financial objectives and perpetuating its wealth, integrated family wealth planning is critical. A family governance system can significantly facilitate that process. This evergreen guide offers best practices and key elements of an effective family governance system, one that can be instrumental and flexible...

Inflation has started to take hold in key areas of the market which will have an impact on how real estate investors should view their current and prospective investments. Parsing through the inflation data, there are four causes of inflation that are pertinent to various stakeholders in real estate—from occupiers and users to developers and invest...

Historically, beneficiaries learned of wealth transfer plans only after the death of the grantor. However, this approach often leads to unanswered questions and, potentially, feelings of betrayal when expectations for future gifts are left unmet. There are several planning tools, including a Statement of Wealth Transfer (SOWTI), that can facilitate...

Real estate as an asset class requires constant attention to ever-changing variables. Implementing a defined, analytical, yet flexible asset management process within your family office’s direct investment function is critical to ensure your portfolio is positioned to meet intended goals.

Because of losses in catastrophe-prone areas and other hard market factors, insurance carriers have pulled back the amount of insurance they’ll offer. Despite the hard market, real estate owners and operators that have well-maintained properties and who are prepared for catastrophes will have an advantage. Overall, the formula for a better insuranc...

As families grow larger and more diffused—the epitome of an enterprise family—consensus seems ever more difficult to attain. In this Q&A, FOX’s Chief Learning Officer Mindy Kalinowski Earley and principal Jeff Strese of Jeff Strese Consulting Group discuss how families can reduce conflict by taking a consensus-building approach that can navigat...

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...

Large transactions have increased as real estate megafunds place bets across real estate sectors and investors bet their capital on the operational knowledge of seasoned fund managers. But it’s not all about megafunds—middle market funds will also be taking advantages of opportunities in the marketplace where rates are normalizing and repricing is ...