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New research confirms that ultra-high net worth investors are concerned more about cybersecurity than they are about market volatility, changing interest rates, or asset allocation. Jim Trainor, Senior Vice President with Aon Cyber Solutions and former Assistant Director of the FBI’s Cyber Division, will share his perspective on the evolving ...

While we are accustomed to quarterly family meetings, monthly portfolio reviews, and annual family philanthropy gatherings, the environment in which families are learning is changing rapidly. At the same time, families are increasingly in search of more engaging learning opportunities for families. Families are seeking to inspire future wealth owne...

Leading family learning educators will each share 2-3 techniques that have been successful in supporting the unique learning objectives of some of their families. Explore which ones might resonate for you whether you are new at developing an educational curriculum or an experienced family that wants to go deeper. Time will be available for interact...

All families have drama. However, in complex family and family-business environments, the toxic residue the drama leaves can’t easily be tolerated. Fortunately, we know the antidote: conscious, trust-based leadership. In this session, Jim Dethmer, advisor and co-author of The 15 Commitments of Conscious Leadership, will facilitate an int...

Families of exceptional wealth enjoy abundant resources to achieve family goals, but also face peculiar, idiosyncratic risks not easily managed through traditional means. This session explores a framework for managing those risks while taking advantage of the unique edge which families can have over other investors.In this session, an experienced g...

As new social and geopolitical conflicts arise, threats to a family’s security and well-being change. This landscape has materially shifted over the last few years and, as a result, families need to be prepared to address a variety of personal, physical, and cyber risks.In this session, family security directors from three single family offic...

Many FOX members have come to realize that effective education programs don’t just happen, they are creatively designed with specific outcomes in mind. Come to this session to hear from several chief learning officers who are positively impacting their families by designing engaging experiential programs for each generation. Program overviews and l...

Family businesses transitioning from the owner-manager stage to a larger and more diverse family ownership group often lack the practices necessary to assure owner alignment and avoid conflict. Many times, owner groups are perched on the lip of what we call the “conflict spiral,” ready to descend into fractured communication and hostile...

In Skin in the Game, a proposed TV show with a format similar to Shark Tank, the audience effectively runs the game, deciding which businesses get funded. Audience members also have the option to invest their own capital in the Skin in the Game fund. More than fun and games, it was designed with projections for job creation and ...

Successful business-owning families know that a set of timely decisions is required to continually prepare and grow the family-operating companies. For the long-term success of the family, timely and thoughtful exploration of future planning for self and family is also required, but often overlooked. This session presents ideas and best practices f...

This is a segment from the 2017 FOX Fall Forum seminar, Family Learning Programs: Designing for Engagement You can view the full video of the seminar, or explore more clips from it here:Group Exercise on Family Readiness and Benefits of LearningKim Schneider Malek, Founder, Family/Enterprise Alliance, LLC, Kischma ConsultingCreating ...

This is a segment from the 2017 FOX Fall Forum seminar, Family Learning Programs: Designing for Engagement You can view the full video of the seminar, or explore more clips from it here:FOX Learning Center VisionSara Hamilton, Founder & CEO, Family Office ExchangeCreating a Family Learning and Development Program Ruth Stever...

This is a segment from the 2017 FOX Fall Forum seminar, Family Learning Programs: Designing for Engagement You can view the full video of the seminar, or explore more clips from it here:FOX Learning Center VisionSara Hamilton, Founder & CEO, Family Office ExchangeGroup Exercise on Family Readiness and Benefits of LearningKim Schn...