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Join FOX for a lively discussion addressing the roles and obstacles of the rising generation, with author and innovator in financial education and well-being for families, Joline Godfrey, and FOX’s Director, Relationship Manager, Heather Abramson. We will highlight vexing obstacles the rising gen faces, the possibilities for claiming one’s roles an...

The future is now and with it we are seeing many changes – for family members, for the family enterprise and family office, and for the external wealth advisors the family relies on. The transformation will be predominantly philosophical and cultural, resulting in a sweeping paradigm shift that will deliver better balance between managing the famil...

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...

In April of 2023, FOX released the Rising Gen Research Brief, the findings from rising gen focus groups, and a survey, conducted in 2022. This session will dive into the data through the lens of our rising gen panelists. We will learn how they experience, work through, and address the rising gen challenges in their lives and families. By discussing...

There are few issues in family business that create more conflict and tension than the employment of family members. The complexities involved and the breakdowns in communication and trust can contribute significantly to the alarmingly high rate of failed intergenerational transitions in family business. The good news is that there is a way for fam...

Most small businesses begin their financial lives using Intuit's QuickBooks, but if your business has moved beyond the entry level, your organization may be facing a number of challenges as you hit the limits of QuickBooks’ functionality. With the right framework and guidelines, you can assess the hidden costs of continuing to use QuickBooks along ...

From Australia to United States and many places in between, this Global Employer Guide reflects an easy-to-read summary of employment law that changed in each country over the past year, including pandemic-related changes where applicable. Visa processes, employee rights, contract requirements, transfer of business considerations, privacy standards...

Whether an employee leaves for another job or because the employer decided it was time for the employee to go, employers typically need to figure out how to replace a departing worker. Sometimes, the break is clean. Other times, it can be complicated. Regardless of the reason or circumstance, now-former employees may have post-employment obligation...

Consumer Protection Attorney Anthony DiResta takes a look at the Federal Trade Commission's proposed rule to ban non-compete clauses in employment agreements. Mr. DiResta analyzes wide-ranging implications of the proposed rule and provides questions for companies to consider when submitting public comments on it. Download the file fo...

We can’t explore the future of the family office without first exploring the future of the family in a post-pandemic world. The next decade will increase the complexity enterprise families face and offer family offices new opportunities and challenges. And, as those enterprises grow more complex, the family office becomes more important to every fa...

Private trust companies; profits interest structures; direct investments. The world of family wealth management is getting more complex all the time. As families and their office management teams evolve and learn best practices, there is a natural tendency to add more complexity to their structure and operations. Recently, we’ve seen this movement ...

Whether you and your family split financial responsibilities or delegate them to one person, it is critical for your family members to have access to all your financial information. Use this guidebook created by Northern Trust to detail the location of important documents, accounts, and plans. Designed as a fillable and easy-to-update resource, it ...

Private trust companies; profits interest structures; direct investments. The world of family wealth management is getting more complex all the time. As families and their office management teams evolve and learn best practices, there is a natural tendency to add more complexity to their structure and operations. Recently, we’ve seen this movement ...

As the largest intergenerational wealth transfer in history unfolds during a time of rapid technological, climate, and social change, some families view philanthropy as a way to build family cohesion and teach younger members a sense of responsibility. Philanthropy can be a unifying force – but it can also lead to conflict as families work to balan...