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Families are working hard to juggle the competing demands of family and enterprise. This session explore s a multitude of dynamics coming at both systems simultaneously: generational shifts happening faster and with greater consequence; AI and climate change—both with the potential to alter the human experience; the rise of women’s wealth ownership...

Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corp...

We invest a lot of time and energy figuring out the best way to pass wealth from one generation to the next. But how can anyone truly prepare for the practical realities of settling a family member’s estate while grieving and managing the impact of this loss on the family? This session will outline some of the things you can be thinking about now t...

Research indicates that multigenerational involvement is the single most important factor in sustaining family wealth into the third generation and beyond. Furthermore, the families that most successfully integrate younger members into their family operations seem to share the same philosophies and core values. It’s a family enterprise mindset that...

As technological advances are disrupting and transforming companies in every sector, the traditional investing landscape is also being disrupted. Venture capital is at the core of the transformation and has become a critical component of a long-term investment strategy. With the potential for attractive returns and significant impact to society, ve...

Losing a loved one can be very difficult. Yet, as an executor, spouse, or family member, you need to take steps to ensure that your loved one's financial affairs are properly settled as part of the family’s end-of-life planning. To help with the process, this step-by-step guide outlines the key tasks, including selecting an executor, considering th...

Many families are not aware of important legal issues that affect their 18 – 21-year-old children. Parents are often so focused on the fact that the drinking age is 21 that they do not realize that their 18-year-olds are, for most other purposes, adults in the eyes of the law. Parents no longer have the same access to information or control over th...

The Senate Bill 54 (the “SB 54”) was signed into law in California and will take effect March 1, 2025 for all investments made during calendar year 2024. The law will require “covered entities” to report the demographic information of “founding team members” of all companies in which the covered entity has invested. The law is meant to address the ...

The Corporate Transparency Act (CTA), designed to combat the use of shell companies for illicit purposes and increase ownership transparency in corporate structures, took effect on January 1, 2024. This update addresses how these CTA regulations will apply to corporate structures used in the mergers and acquisitions (M&A) transactions. In ...

While there has been an ongoing slowdown in venture capital funding for startups, the slowdown appears to be leveling and suggesting that the market may be normalizing. Furthermore, investors are still active in certain key sectors and notable trends are beginning to emerge. Here are five areas that attracted significant investment during Q1 2023, ...

Leading and sustaining an enterprise family that shares the ownership and stewardship of collective family assets can be challenging in the face of growing complexity and diversity. Fortunately, there is a path forward for families to ensure they thrive across multiple generations. Where To Begin Co-authors Sara Hamilton...

2025 stands at a crossroads. In the prior year, nearly half of the world’s population across more than 70 countries participated in national elections, artificial intelligence gained considerable traction in the marketplace, and several banks initiated a synchronized interest rate-cutting cycle. Each of these developments alone creates a complex la...

Having to say goodbye to a loved one is never easy—and if you are authorized to make financial decisions on behalf of them, you may face even more challenges. Closing out someone’s personal, financial, and legal affairs while grieving their loss can be stressful, so consider using this checklist as a step-by-step guide to help stay on track.

FOX founder Sara Hamilton, together with Margaret Vaughan Cox, will describe what a complex enterprise family looks like and share a new framework, detailed in their recently published book, Build an Enterprise Family to Last: Proven Strategies to Thrive Across Generations, that distinguishes the Family Journey, the Enterprise Journey, an...

This dynamic panel will bring together those making new or significant contributions to the enterprise family space and the family office industry, to discuss their visions for the future and the evolving landscape of our field. These professionals will discuss how they redefined traditional practices, integrated innovative strategies, and wrestled...