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425 results found
For-Warned is For-Armed: The Value of Due Diligence
Publish Date:
Oct 24 2013

For-Warned is For-Armed: The Value of Due DiligenceMatthew P. Morris, Director, Grant & Eisenhofer PA; and Charles B. Grace III, Senior Consultant, Family Office Exchange In the world of alternative investments, it is important for investors to protect themselves and know their rights. This session will explore strategies such as how to ex...

Bridging the Divide: Impactful Family Communications
Publish Date:
Oct 24 2013

Bridging the Divide: Impactful Family CommunicationsDaisy Medici, Managing Director, Governance and Education, GenSpring Family Offices Ineffective communications between and among family members often creates a divide that is difficult to overcome. Communicating effectively, however, is not an easy task that necessitates mastery of communicat...

All in the Family: The Risk and Rewards of a Family Bank
Publish Date:
Oct 24 2013

All in the Family: The Risk and Rewards of a Family BankWarner King Babcock, AM Private Enterprises, Inc.; and Karen Neal, Managing Director, Consulting, Family Office Exchange Stimulating…and funding…entrepreneurship within a family enterprise can become risky business. How do you find the balance between encouraging the next ge...

All for One and One for All: The Family Leadership Challenge - Discussion
Publish Date:
Oct 24 2013

Carl Robinson, Ph.D., Managing Partner, Vantage Leadership Consulting In a family enterprise, the greatest challenge is to engage family members effectively in leadership roles and governing board participation. The development of future leaders in the family is critical to its future, and the leaders' participation in family governance is...

Creative Engagement - Brower
Publish Date:
Oct 24 2013

Families often complain about the challenge of getting siblings and cousins more engaged in business and family activities. There is a great divide between the “make it happen” people and the “watch it happen” people in the family, and a risk of burnout for the family members who are providing the leadership. Hea...

Creative Engagement - Kanter
Publish Date:
Oct 24 2013

Families often complain about the challenge of getting siblings and cousins more engaged in business and family activities. There is a great divide between the “make it happen” people and the “watch it happen” people in the family, and a risk of burnout for the family members who are providing the leadership. Hea...

Creative Engagement - Liautaud
Publish Date:
Oct 24 2013

Families often complain about the challenge of getting siblings and cousins more engaged in business and family activities. There is a great divide between the “make it happen” people and the “watch it happen” people in the family, and a risk of burnout for the family members who are providing the leadership. Hea...

Root Family Enterprise in the 21st Century
Publish Date:
May 01 2013

What are the leadership attributes and behaviors that wealth owners need to embody in order to promote long-term wealth sustainability and family continuity in 21st century? How do they differ, if at all, from the past? Karen Neal, FOX Managing Director of Consulting, will facilitate a dialogue, drawing on a family example presented by 4th ge...

Private Business Owners Facing Strategic Issues
Publish Date:
May 01 2013

Sara Hamilton, CEO and Founder of FOX, will share the FOX research on some of the key trends and issues that will change the landscape for business owning families over the next decade. Sara will outline key questions that advisors need to pose to their business owner clients who are facing critical transitions, and the panel participants an...

The Power of Storytelling: Why Your Family's Future Depends on Preserving Its Past
Publish Date:
Dec 13 2011

Every family has stories of success and failure, hardships and recovery, lessons learned and long forgotten, and it is these stories that enable members of the family to gain a sense of the family's uniqueness, connect with the source of the family's financial wealth, and deal with losses and transitions. The author suggests three ways to begin pre...

Effective Continuity Planning: The Life Blood of Sustaining Families
Publish Date:
Feb 09 2012

Continuity planning requires a comprehensive and thoughtful process that should be utilized and extended beyond the family to a broader group of enterprises that will potentially impact the family for generations to come, including the family office, family business, and family foundation.

Born Rich: Blessing or Curse?
Publish Date:
Apr 01 2004

“I’m not the only rich kid worried about the voodoo of inherited wealth.” With these words, 21-year-old Jamie Johnson, heir to the Johnson & Johnson fortune, set out to record his peers’ angst over coming into vast inheritances.

Internships for the Next Generation
Publish Date:
Oct 01 2005

Educating the children of wealthy families can be an extremely difficult challenge. Today, more and more family offices are recognizing the compelling need to assist in the effort to educate heirs.

Developing A Family Enterprise Plan
Publish Date:
Jul 01 2002

Financial families who have accumulated great wealth face unique challenges associated with passing that wealth productively to future generations, and/or philanthropic recipients. Being invested together in multiple financial and business opportunities requires a sophisticated structure for managing the family’s financial enterprise.

Family Learning Becomes Focus for the Future
Publish Date:
Apr 01 1999

With the world changing so quickly, the role of the family as a bulwark of stability and support becomes increasingly important. In response to this growing educational need, Family Office Exchange in 1998 formed the FOX Foundation. Operating as the Family Learning Center, the Foundation will serve as a resource to facilitate all aspects of "famil...