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The family office of the next decade will have the opportunity to offer a broader array of services for their family clients – from financial health, personal health and security, lifestyle management, property management, business management to risk management across all these dimensions. The talent transformation will be a critical challenge – re...

Explore the good, the bad, and the ugly around succession and generational transitions of power and control within families of wealth. Hear from one Gen 7 family on their recent generational succession, what prompted the transition, and how they navigated the practical and emotional challenges.Nate Imfeld, Attorney, Foley & Lardner, LLPTor...

There are a myriad of cybersecurity issues facing families and family offices in today’s complex private wealth environment. While some of the challenges may seem unavoidable, families may unintentionally put themselves at risk because the complexity of family office activities and the potential impact of external factors aren’t proacti...

Major disruptions to the normal course of business are heading our way, and enterprise families will be uniquely challenged by unforeseen risks and opportunities. As trusted advisors to ultra-wealthy families and enterprises, our industry needs to understand how to have effective conversations to prepare clients for these looming disruptions. To ad...

Whether planning for the original family business or new businesses, the family foundation, family investing, or family real estate, being entrepreneurial and confident in your family enterprise approach is a key to success. This session is for families with passionate self-starters who have the desire to be fearless and resilient in their family e...

Knowing more about future opportunities and unexpected risks can have a dramatic and positive impact on the health of the enterprise. Families will use a creative process to analyze alternatives and uncertainties that may challenge the family in their strategic planning. This workshop explains key concepts related to identifying driving forces and ...

A panel of FOX Enterprise Leaders will share best practices that global families use to strengthen their family enterprises. When the family values the continuation of the family and their enterprise beyond the original operating business, a set of guiding principles and practices lead the way for generations to come. Topics in this session will in...

Upon the sale of the Knell family’s operating business, Harvey was confronted with a new set of challenges. How could he work to “let go early” like his father did so effectively, how he would support the transition of his family wealth, and most importantly to Harvey, how would he ensure critical skills were developed within his ...

Distributions have many implications for the PFTC. The responsibilities of the Private Trust Company in preserving the corpus and being true to the role of the trustee must also align with the changing needs of the family. This peer dialogue will center around a case study examining the art and complexity of family distributions: W...