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Enterprise families are unique because they share ownership and stewardship of more than just family businesses. In addition to co-owning operating companies, they are the guardians of family legacy, family trusts, shared philanthropy, and joint properties. As leadership moves from founders to siblings to cousins and family priorities change, the d...

Family wealth preservation is not guaranteed simply by effectively managing a family’s wealth. The most successful multigenerational families all share five key attributes. FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members a...

The concept of impact isn’t new, and in recent years has been discussed considerably from an investment and philanthropic perspective. But at FOX we believe “impact” can have a broader meaning, based on how each unique family defines it. While that can vary widely, the families themselves are similar in their ability to think strategically, embrace...

From a global crisis triggering a family’s restructuring, to an entrepreneur-turned-global-investor’s commitment to change the world, six case studies demonstrate how some international champion enterprise families are assessing their threats and opportunities, reinventing themselves, and delivering the full potential of family capital to realize t...

The future will bring transformative changes to families, their enterprises, family offices, and wealth advisors. Transformation will be structural, philosophical and cultural, resulting in a paradigm shift that better balances managing the family’s financial capital and nurturing its other capitals—especially the well-being of its members. &nbs...

Leading and sustaining an enterprise family that shares the ownership and stewardship of collective family assets can be challenging in the face of growing complexity and diversity. Fortunately, there is a path forward for families to ensure they thrive across multiple generations. Where To Begin Co-authors Sara Hamilton...

In an era marked by unprecedented wealth transfer and shifting societal dynamics, philanthropy is being called to actively adjust to a new reality. In the middle of all this, younger people are starting to have a bigger say in where philanthropic money goes. They care more about equity, inclusion, and transparency, as well as changing systems that ...

The wealthy today are more optimistic about their financial opportunities—but they are also more worried about the risks they face, recognizing that their wealth could be lost in an instant in the face of threats like catastrophic weather events, cybercrime, theft, and liability settlements. To further gauge their concerns (and changing aspirations...

The past year challenged families to react to adverse trends to protect their enterprise and build capabilities to achieve their vision. The journey from uncertainty to impact requires an elevated enterprise mindset and determination to persevere throughout the four-stage evolution to position the family enterprise for long-term success and positiv...

FOX founder Sara Hamilton, together with Margaret Vaughan Cox, will describe what a complex enterprise family looks like and share a new framework, detailed in their recently published book, Build an Enterprise Family to Last: Proven Strategies to Thrive Across Generations, that distinguishes the Family Journey, the Enterprise Journey, an...

This breakout session will expand on the methods introduced earlier, sharing specific tools and techniques that can help families get ‘unstuck’ and move their enterprises forward. The authors of Build an Enterprise Family to Last: Proven Strategies to Thrive Across Generations will highlight milestones that have helped families explain co...

Extreme winter weather is responsible for hundreds of deaths and substantial financial losses in North America each year. By taking proactive measures, you can ensure you’re better equipped to handle the challenges winter storms present. Stay safe and use this checklist as part of your risk management plan to help you prepare, respond, and recover ...

By assessing the impact of global warming and the transition to “net zero” on the economy, this paper focuses on three dimensions: the direct physical impact of higher temperatures, the effect of stricter environmental policies, and the boost from greater “green investment” to help mitigate and adapt to climate change. While the physical impact of ...