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As employee retention is key to success, and workplace culture plays a critical role in retaining staff, this webcast will provide proven ideas to create an engaging culture beyond financial compensation. By the end of this webcast, attendees will be able to: Identify benefits, compensatory and non-compensatory, and training opportunities t...

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...

Join the Tsotsorkov family’s journey over the decades, from its entrepreneurial roots going back 250 years to its modern-day enterprise. Gen 2 family leader, Dimitar Tsotsorkov, shares the story of, and learnings from, the family’s recent efforts to capture and codify the unique values that have shaped the enterprise family and its ecosystem throug...

When a young inheritor announces that they have met “the one,” the wheels of the wealthadvising industry whir into motion, with families and advisors discussing prenups, onboarding, and whether to include the new partner in family wealth discussions. But amid all of this, there is a young couple in love. How do we nurture this new union and foster ...

Often families struggle with effective ways to engage their rising gen and prepare for newcomers to join the family via marriage. Concerns of preserving family traditions, legal rights, and governance are imminent when a spouse enters a new household. Join us for this exciting opportunity to learn firsthand of a spousal integration and family en...

As the importance of retaining high-performing employees becomes more apparent in a challenging economy, employers should examine what they offer employees beyond financial compensation. Speakers will share the pros and cons of employee benefits to consider such as hybrid work environments, mental health services, parental leave, nursing mothers' p...

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...

Join FOX and our partner Grant Thornton as we explore the findings from our research on the current state of compensation and benefits in the family office space. This year’s surveys focused on Board, Trustee and Committee compensation, in addition to benefits and compensation offered to family office staff. We will explore themes and insights with...

Get up to speed on the latest results from FOX’s compensation and benefit survey. Glen W. Johnson, President of Membership, FOX Hilary Leav, Director, Insights & Research, FOX

It’s no secret the UHNW world is facing a myriad of talent challenges, from increased outsourcing to designing competitive incentive and compensation programs, to convincing the family that the office needs more staff. Join a panel of trusted family office advisors with deep family office HR experience as they address these often-nuanced situations...

When a strategic plan is developed with the family's values and mission in mind, it can serve as a family-endorsed and impactful roadmap. In this event session, hear about FOX's work with developing a vision and mission statement, and from a seasoned family governance expert who has worked with families and family offices to create proven strategic...

As Family Offices evolve and become more complex, attracting the right talent to deliver and manage services requires compensation that is competitive with other professional firms. Join this session to discover how family offices can create a compensation program that attracts unrivaled talent to serve the family. Eric Gonzaga, Principal, Human...

The family office talent landscape is more competitive than ever before. Hear from a family office HR expert on how you can employ proven processes to engage and retain. We discussed the importance of the employee experience including flexibility, how roles are constructed, and how you can tailor it to meet your workforce needs. They also discussed...

Sharing, documenting, and preserving family narratives are an important part of wealth planning and governance. This session explores how family histories can set a foundation for connection and continuity. Karen McNeill, PhD, Managing Director, Family History, Ascent Private Capital Management of U.S. Bank Moderated by Scott Winget, Enter...