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How are you managing changes in your family? How about the changes coming down the road? We shared examples of how the shift in family priorities and the influence of the rising generations are driving the family office evolution.Moderator: Glen W. Johnson, Chief Operating Officer, Family Office ExchangeMindy Kalinowski Earley, CMP, CFBA, Chief Lea...

FOX’s Kent Lawson moderated a discussion on how family offices are incorporating automation to free resources for higher value add activities, leveraging data to make more informed decisions, partnering with third-parties to fill non-core capabilities, and ensuring it is all done with proper cybersecurity protocols to protect family data.Moderator:...

Due to the ongoing pandemic, the 2020 FOX Family Office Forum went virtual. Our three-day program brought together CEOs, CFOs, COOs, senior managers, HR managers, technology heads, and family members to discuss topics such as: your evolving client, family office technology, sourcing and managing talent, what’s new in trust and estate planning, and ...

How we think and feel impacts our health, decision making and actions. Learn from 30 years of research on how people react during times of adversity, and the most effective ways to cope and grow. You’ll gain insight into your personal resilience profile and discover how you can help others deal with the demands of this challenging time. Insigh...

With almost all meetings now happening virtually, how are firms establishing and growing client relationships? Demonstrating your firm’s capabilities, better understanding client needs, maximizing touchpoints, and building deeper client relationships are all important client engagement goals. In this session, leading family learning and events prof...

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...

This session will highlight new trends and shifts in office complexity and operations based on the recent FOX Family Office Benchmarking Survey. We will facilitate discussion among participants to help consider how to evolve services, talent, and technology.Christine B. Franco, Chief Executive Officer, Chinquapin Trust CompanyLauren Heisler, Presid...

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...

What does it mean to be an engaged and responsible beneficiary? We will explore the roles and responsibilities of a trustee, and learn from a father-daughter team about how they make the trustee-beneficiary relationship work. We will understand the roles each party plays and how to effectively approach trust-related communications.Robert Hammett, V...

Getting the right people engaged in the right activities to have the most impact on your business and the families you serve is the key to ensuring a high-functioning organization. Performance reviews are an opportunity to “take the pulse” of the organization and staff and can establish a healthy...

As we age physically and mentally, our ability to care for ourselves and capacity to manage family affairs often diminishes – sometimes unexpectedly and rapidly. This presents significant problems that next generation family members and family office executives must manage under very stressful circumstances ...