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Join us as we unravel the events that shaped capital markets in 2023 and gain insights into the landscape of 2024. From the lasting impacts of the pandemic to geopolitical shifts and technological breakthroughs, we'll navigate through key themes, discuss potential opportunities, and share strategic portfolio considerations. Timothy F. McCusker, ...

FOX honored Shannon Kennedy, Head, BMO Wealth Management - U.S., with the Glen W. Johnson Legacy Award. The award is presented to a distinguished individual with extraordinary business achievements and who demonstrates Glen’s values and characteristics. Glen was a great admirer of Shannon and we can’t think of a more deserving inaugural recipi...

Philanthropy is no longer just a box to check on the year-end planning list – over the last decade, strategic philanthropy has emerged as an invaluable tool for maximizing family engagement and creating targeted impact. This overlap of values and interests provides critical structure for families to come together to make targeted gifts. Panelists f...

This conversation centered around all things Digital Assets including, but not limited to, the current and future applications of stablecoins and how they are regulated, crypto credit lending, and what risks to look out for. Patrick Corker, Vice President Finance, Treasury and Corporate Development, Circle Moderated by Nick Rhoads, FOX Advisory...

There are many benefits to involving children in family philanthropy. One of them is the children’s realization of the positive impact their own participation has on the world (no matter how small); another is their excitement about making a difference. For the families who want to pass down the value of charitable giving to their children, there a...

The United States is home to tens of thousands of family foundations that have and continue to make positive contributions to society. It’s also not uncommon for the foundations’ boards of directors to play a leading role. Reflecting on the philanthropic journey and the family engagement and ties at the heart of it, here are seven profiles that pre...

The number and scope of women-owned businesses have risen at an unprecedented rate. In an era of new opportunities, this paper profiles eight courageous and resilient women who share their personal stories and the lessons they learned building successful businesses. One theme that emerged from these women’s stories was the critical role of mentorsh...

If you are a newer family foundation with one or two generations on the board, five generations may seem like a long time away. Yet in family philanthropy, quite a few foundations have been operating and thriving for 50, 75, even 100 years. What’s the secret of these family philanthropies that make it five generations, and across family branches? H...

As high-net-worth investors discuss plans for charitable giving and investing with their financial advisors, it is absolutely crucial for them to be on the same page in terms of the outcomes desired, both financially and philanthropically. For this reason, advisors and their clients need a set vocabulary of terms going into the first meeting. Only ...

One of the many challenges facing wealthy families in today’s fast-paced society is the need to meaningfully involve family members, including the rising generation, in the management of the family wealth enterprise. One way to engage the family is through philanthropic giving where families can derive great benefit from working together to define ...

In this exclusive chat with Mellody Hobson, the President and co-CEO of Ariel Investments, speaks candidly about the importance and value of diversity in finance—how being color brave can improve business and society at large. Mellody shares personal stories and lessons learned from her investment career, including the disconnect tha...

Applying a broader parameter—one without a reference to age and with deference to each individual—the next generation philanthropists are people who see themselves as descendants rather than ancestors, who want to use their wealth to be of service to others. With the goal of inspiring next generation philanthropists to dream and consider new possib...

Portfolio management for families of significant wealth is distinctly different than those with traditional wealth management needs. For these families, wealth typically exists in a much more complex ecosystem—among real estate investments, operating companies, or multiple generations, by way of example. These factors and other considerations ...

Professional staff is an essential element of an effective family philanthropy effort; however, it can be a difficult construct to navigate. In this webcast by the National Center for Family Philanthropy, learn how to hire and prepare your staff for success in family philanthropy. Download the transcript and presentation deck for your refer...