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FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data ...

The fundamental question – “Will the family live in the plan?” – that Jay Hughes, Mary Duke, and Stacy Allred are asking in their latest research and upcoming book offers a cautionary story for both families and their top advisors. Without the appropriate focus on the family’s qualitative capital, and most importantly, their human capital, the plan...

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...

Over the past 30 years, families have worked hard and invested enormous resources to create the plans and structures that promise to carry the family into the future and ensure its long-term success. The vast majority of these investments have focused on the quantitative disciplines that serve the family’s financial capital – the collective discipl...

Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corp...

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...

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...

Runaway data growth is probably one of the greatest risk factors facing organizations today. With many organizations struggling to deal with the rapid explosion of data, coupled with increasingly aggressive regulatory enforcement, how should they drive change in information governance to achieve operational efficiencies and guard against data breac...

A family vision statement is rooted in shared values, interests, and goals. Written with a sense of purpose, your statement becomes your guiding principles for the rules and actions of your family members. In this webcast, learn why most successful families develop a shared vision for their future together on the family journey, how they go about i...

In a rapidly evolving virtual world, many family offices are revising or creating document retention practices to make sure they have secure access to critical personnel and family financial records. Through a series of FAQs and a checklist of what documents to retain, you can ensure that you have an up-to-date document retention policy as part of ...

Without the usual financial pressures of family wealth, how do you teach your children about money, work, and personal responsibility? Because the stakes are high at this point in your family journey, this article by NEPC recommends starting with the family fundamentals and a sense of purpose for the wealth. It further outlines a reliable 1-2-3 str...

Families who successfully navigate the complexity of wealth through multiple generations tend to do things differently. They recognize the need to establish a framework for decision-making that includes creating foundational documents—also viewed as the “Cornerstone Statement”—that feature their values, vision, and mission for the wealth over many ...

Potential drains on business efficiency include groups of remote workers unable to communicate well with one another, tools that make it hard to adapt to changes or new needs, and the high cost of equipment and IT personnel. Integrating cloud-based solutions address these areas, including better workflow and collaboration and document management. I...

At its core, a mission statement serves as a compass, continually steering an organization or business toward their goals. For the families who undertake the process of creating a mission statement, it provides a similar and essential navigational tool. To be successful, however, the mission statement must resonate and mean something to everyone in...

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...