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Join FOX for an insightful discussion with SEC Commissioner Hester Peirce. The Commissioner will share her thoughts on regulation impacting family offices, family businesses, and investments. Hester M. Peirce, SEC Commissioner Peter Moustakerski, CEO, FOX

Oftentimes, families struggle with a sense of fear and lack the clarity needed to address complexities of navigating change and growth. In this session, participants will learn an easy-to-implement framework on how to develop a greater sense of positive influence within the family system. Through an experiential learning process, you will gain conf...

Welcome to Day 2 of the 2022 FOX Family Office Forum. Scott Muench, Market Leader, Financial Families, FOX

Customer experience leaders outperform the market 2 to 1, so why are more companies not fully embracing Customer Purpose? Join us for a presentation from Maureen Burns, who is a leader in Bain & Company’s Customer practice work within the Financial Services industry. Maureen deals extensively with clients on topics related to marketing excellen...

Sharing, documenting, and preserving family narratives are an important part of wealth planning and governance. This session explores how family histories can set a foundation for connection and continuity. Karen McNeill, PhD, Managing Director, Family History, Ascent Private Capital Management of U.S. Bank Moderated by Scott Winget, Enter...

FOX shares what’s on the minds of members including a summation of the many transitions impacting families of wealth. What will your role be during this critical period of transformation? The skills you need to gain to support your clients are addressed throughout the forum. David Toth, Managing Director, FOX Glen W. Johns...

This session will address how to make family capital and family investment teams competitive with outside investment enterprises. Sean Mooney, Founder and CEO, BluWave Moderated by Tim Duffy, General Counsel and Manager of Strategic Partnerships, FOX

Join FOX as we kick off the forum by identifying what to pay attention to in the global markets, including the impact of the ongoing Russia-Ukraine conflict and other geopolitical events. Opportunities and key components to watch out for in relation to privates, publics, and broad asset class exposure will be shared. Timothy F. McCusker, FSA, CF...

The pandemic has created tremendous disruption on many levels causing dramatic changes in how we work, communicate, travel and manage risk. Our reliance and integration of technology has created data security risks across the office and family. Talent is on the move, and it remains difficult to find and retain critical employees, and where and how ...

Caroline Rose Hunt was the 3rd child of H.L. Hunt Jr. an American oil tycoon and entrepreneur. She established her family enterprise in the early 1980s, focusing on hotels and leisure, and exited in 2011. Today the enterprise holding company, The Rosewood Corporation, has a centralized ownership structure, headed by John Dziminski, enterprise presi...

This seminar will begin with trends discovered from FOX’s biennial family office benchmarking survey and will be supported by family office case studies to bring several of the trends to life. The case studies will be used to illustrate a variety of best practices and strategies that were identified in the survey. Josh Kanter, President, Chicago...

In the last year, workers around the globe have experienced remote work, not by choice, but by necessity. Not surprisingly, many have found it a positive experience and hope they can continue working remotely even after the pandemic is over. Others miss the office and can’t wait to get back. No one size fits all. Now that the pandemic is coming to ...