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Looking down on planet Earth from space radically shifts one’s perception of our world and our place within it. After witnessing our planet’s thin, brilliant blue line of atmosphere against the stark blackness of space, astronauts return home to engage more deeply in solving our social and environmental challenges. Join us to learn about a new way ...

Join FOX for an insightful discussion with SEC Commissioner Hester Peirce. The Commissioner will share her thoughts on regulation impacting family offices, family businesses, and investments. Hester M. Peirce, SEC Commissioner Peter Moustakerski, CEO, FOX

From potential family office regulations to the Corporate Transparency Act, it seems new proposed legislation impacting family offices will continue to emerge. This panel examines the legislative shift that is placing the burden on family offices as well as what the implications are to existing and future family office structures, compliance, priva...

Taking cues from entrepreneurs, families with great financial wealth would be well-served to create environments where their children can fail and in doing so, learn invaluable lessons about finance and resilience. While the older generations may set the tone by sharing their own stories about overcoming adversity, the rising generations will learn...

As a successful family, your unique lifestyle can create unique challenges while traveling around the world. The next time you travel, there are five key areas to consider that can help keep you, your family, and your belongings safe while you are away.

Over the past decade, matriarchs and patriarchs of successful families have been shifting their focus from their children to a broader group of individuals, such as grandchildren, siblings, and nieces. Often, they choose to create family banks, which are typically trusts that are funded to help individuals pursue entrepreneurial opportunities, vent...

When it comes to international travel, high-net-worth individuals and their families can be at a particular risk: They have the danger of kidnapping and extortion, threats to their physical safety, and a hit to finances. The challenges have also multiplied since COVID, presenting not only health risks to travelers but political instability unseen i...

Many employers have begun using artificial intelligence (AI) tools supplied by third-party vendors. On May 18, 2023, the Equal Employment Opportunity Commission (EEOC) provided guidance indicating that, in its view, employers are generally liable for the outcomes of using selection tools to make employment decisions. Learn more about what tool...

On the rise is Americans’ interest in living outside the U.S. for an extended period or even indefinitely. There are many different reasons for wanting to move to new countries, including career prospects, favorable financial conditions, love and family, and often simply for la dolce vita. Whatever the reason, a thoughtful and holistic approac...

Family Businesses in the United States fuel the country’s economic engine. Research shows Family Businesses employ 59% of all US workers and generate 54% of GDP, (“2021 Contribution of Family Businesses to the US Economy”; Piper and Astrachan provided by FEUSA), yet they face challenges from Congress each day. Join Pat Soldano, Family Enterprise...

Single family offices should understand Lender Bagel structures and consider using them if they are not already. Knowledge of this structure has spread like wildfire since the landmark case, Lender Management LLC v. Comm’s. This article equips the reader with an understanding of the core principles of what Lender Bagel structures and how to investi...

In this 10-minute interview, attorney Bryan House of Foley & Lardner joins Brian Lucareli to discuss the SEC enforcement for family offices. During the interview, Bryan explained who is subject to the Investment Advisers Act, and provided a real-life example of the SEC getting involved with a family office.

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 ...

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...