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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...

FOX has identified the cultivation of Human Capital as a key element of multi-generational success for business-owning families and other Family Offices that are focused on continuity, succession, and continual growth of family assets. The Frisbie Group in Palm Beach was originally founded by three brothers investing in a single rental property in ...

For the past 3 decades, the private wealth industry has been heavily focused on, and dominated by, highly technical disciplines, such as investment management, tax and accounting, and trust and estate planning, with solutions primarily serving the financial capital of enterprise families and the vision of prior generations. The qualitative needs an...

Families tend to focus on the technical elements when planning wealth transfer, including management of their investments and estate planning. However, to build a long-term foundation for success, it's just as critical to strategically prepare the people in a family. Come to this interactive discussion to learn realistic best practices for strength...

A family constitution—the rule book that defines the vision and principles of a family’s wealth strategy and acts as an operating model—should be as unique as the family itself. The key to developing an appropriate family constitution is not in the ultimate output, but in the collaborative process of developing it. In working together, families oft...

Creating a truly effective board doesn’t happen by accident. From selecting the right people, to running crisp meetings, to fostering good working relationships with management and one another—boards are tasked with many decisions that impact how well they function. Over time, boards fall into routines for how they operate. But how many regularly l...

Family governance need not be an oxymoron. A conscious family governance system can help create an efficient and rewarding means of ensuring the family enterprise’s viability for generations to come. Therefore, any family enterprise that seeks to maintain and grow its wealth—financial, human, social, and intellectual—should consider creating a...

Many successful families have put their shared values and goals in writing, often called a family constitution. A constitution can help build family unity and harmony, and the creation process itself provides benefits to the family. Learn the value that families can derive from creating a constitution, the work involved in creating one, and the top...

At our Family Office Exchange (FOX) Rising Gen Leadership Programs held in February and June, we noticed developing themes from our next-generation attendees. It became clear their needs and concerns were coalescing around three emergent areas. In this article we’re presenting a simple engagement pipleline to guide families and rising gen on their ...

Preparing the rising generation for leadership can feel daunting at the beginning. It takes courage and vision to get things started. Along with understanding five key things in your preparation, advance incrementally and look for ways to use education to get family members excited about the future of the rising gen and their leadership positions i...

Although high-net-worth families and individuals recognize the importance of instituting formal family governance structures, doing so presents a complex task. For families who are committed to creating a flexible and durable system of governance, the benefits are lasting. Where To Begin Family governance need not be an...

FOX has recently taken a closer look at the various types of capital available to families and the offices that serve them. One category not yet discussed at our forums is TIME CAPITAL. Given the limited nature of time, it is essential to allocate, invest, spend, and cherish the time we have. Time, as we experience it, is not linear, yet why do ...

How can emerging AI programs and workplace tools create opportunities for progress and growth without creating a culture of fear and avoidance within your organization? We’ll begin the session with a moderated interview featuring industry expert Alex Wissner-Gross to lay the groundwork for understanding AI’s influence on family enterprises. This se...

In the thriving family, learning and growing must be both individual and across the family system. In this breakout participants will learn how the 10x10 Learning Roadmap can be used to develop group learning programs for all family members and/or for specific cohorts. This session is complementary to the day two session that focuses on the i...

In this session, participants will explore a comprehensive framework designed to address the essential question: how might we build a strong and connected family of wealth? The discussion will center on the ten core competencies crucial at each life stage for navigating the unique challenges and opportunities that wealth brings. Attendees will be e...