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Insecurity about how much to trust others is the number one source of family conflict. Trusting others – whether managing partners, siblings, in-laws or the next generation – is a process of risk management. In this FOX 2010 Fall Forum presentation, the presenters apply that insight to the challenges of building trust between current leaders of a f...

A successful model of family leadership provides stability and continuity in the midst of a changing world. This FOX 2010 Fall Forum presentation identifes the skills required of a good leader and how these skills will need to change in the 21st century.

Far too often, family legacy is regarded as a concept related only to the past. This backward-looking, and inherently passive view of legacy fails to capture a much more valuable and dynamic understanding – that the essence of family legacy also carries with it the opportunity to shape the future of the family for the better. In this Fall For...

An appreciation for family legacy begins with an understanding that legacy encompasses more than the past and embraces all that a family wants to preserve for the future – the history, values, knowledge and experiences that are just as essential as the financial capital.

As multiple generations begin to work together, differences can and do arise, and identifying the goals and values that resonate across the family and motivate individuals to work together is a critical task in sustaining wealth. While many families take steps to document their chief business or financial objectives, they fall short of clarifying t...

This presentation was given at the 2010 FOX Global Family Forum.Part I: Family Legacy and Legacy Planning Mark Daniell, Cuscaden Group An appreciation for family legacy begins with an understanding that legacy encompasses the history, values, knowledge and experiences that are just as essential as the financial capital. Legacy planning is...

You don’t want to miss this 2009 FOX Fall Forum session to learn how a private trust company structure can significantly increase the odds of a family implementing its transitional strategic plan through effective governance. The session will deliver valuable information on U.S. private trust company structures and cross-border private trust s...

This 2010 FOX Fall Forum session is designed to help younger family members learn how to more effectively put their generations’ talents and skills to work in leading the family enterprise. Participants will acquire techniques for helping family members identify and recognize their talents, understand some of the common challenges and pitfalls...

Without question, Jay Hughes has changed the thinking of most families and wealth advisors regarding how family assets are defined. Over the past 20 years, Jay and Sara Hamilton have discussed the many critical challenges that families face and the transitions that occur as they cross the generational bridges. In this 2009 FOX Fall Forum presentati...

In this 2009 FOX Fall Forum presentation, Ellen Perry outlines four ways in which families of significant wealth can enhance their human capital, developing the skills and talents of the younger generation, strengthening family ties and enabling individual members and families as a whole to flourish for multiple generations.