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Philanthropy and social impact commitments don’t just benefit the intended parties. Uncovering hidden talents and resources while building collaborative, creative learning communities committed to change pays dividends to your family or organization as well. It doesn’t matter if you build a framework of individuals creating “an unstoppable force fo...

What will it take to rebuild our global economies? And how will we generate the stimulus needed for growth? We’ll discuss the macro-economic factors shaping the challenges ahead – including the current geopolitical environment and major disruptions changing industry opportunities. And with the U.S. presidential election a week away, we’ll engage in...

When families with a multi-generational mindset undertake strategic planning, it’s with a view that is longer than the typical three- to five-year time horizon of ordinary businesses. For some families, a 25- to 50-, or even a 100-year time horizon is where they’re looking. We’ll discuss how this helps family offices develop a resilient enterprise ...

Looking for direct investment opportunities in the new economy? Here’s a hint – invest with an eye toward the year 2050. Our panel will look beyond the short-term effects of Covid-19, and instead discuss potential future top drivers of wealth creation – primarily sustainability and impact. Hear our thoughts on water, food, and “clean tech” and whet...

When designing investment strategy, most academics and some investment advisors consider taxes an afterthought. Author Stuart Lucas will show you how to extract value at the intersections of investing, estate planning, and tax – a skill set that may grow considerably more valuable after the November election. Stuart will demonstrate an approach to ...

This year’s dramatic events have shifted the tone of conversations in many families, surfacing differing philosophical views and diverse risk-taking appetites. Join the discussion on how families can build trust across divides and strengthen relationships across the family. We’ll outline consensus-building steps and give you group exercise ideas to...

You know your office provides tremendous value, but do you know how to explain it to your clients? Our new FOX proprietary study will help you more meaningfully articulate the office’s value by aligning it with what your family leaders value. We’ll discuss how to message around your costs and complexity factors in relation to delivering services. A...

Across the country, organizations are seeking to be more thoughtful about how they approach the communities they serve and take steps to embed equity into their work. We’ll share examples of trailblazing leaders who have successfully integrated a more diverse workforce, as well as pitfalls to avoid if you want more diversity, equity, and inclusion ...

How we talk about money matters. It affects our quality of life and our wellbeing. Too often, today’s consumer culture shapes our money habits and values. This can lead to consequences such as increased stress and diminished wellbeing—regardless of net worth. Nathan will discuss how teens and young adults can think positively and proactively about ...

At the 2020 FOX Family Forum, family members, office executives, and their trusted advisors heard how other families have built plans to achieve positive change and successfully transition to future generations. Attendees came away with ideas, tools, and frameworks to help them map out next steps on the road to being a positive and productive enter...

In the face of a Global Pandemic and the economic and social volatility of 2020, principles of resilience and recovery were in the forefront of our thinking about wealth management and generational succession. Throughout history, these principles have been at the core of wealth creation and wealth transfer. Capacity to identify change, respond to c...

Whether in the form of investment themes like cannabis, cryptocurrency and artificial intelligence - or a values-based ESG approach, investors today have more opportunities than ever before. Two industry leaders led an interactive discussion about how to effectively integrate your personal values, beliefs and interests into your investment portfoli...

After pursuing a career in the skies - at 19, he was the youngest licensed jet transport pilot - and as a tech investor, Stockton Rush turned his curiosity and passion for exploration into OceanGate, a company that builds deep ocean submersibles and offers researchers and citizens alike a chance to take an expedition of a lifetime. We heard his pio...

Family offices are increasingly leveraging tools to drive efficiency in the office, such as call scheduling, business intelligence, and client relationship management systems.Kent Lawson, Director, Technology Integration Services, Family Office Exchange Scott Winget, Market Leader, Enterprise Families, Family Office ExchangeInsights and Key Takeawa...

Find out what we learned about current family office compensation and benefits practices, including how Covid-19 has affected office structures.Cassie Atteberry, Principal, Talent Outside the LinesKen Cameron, Director, Grant Thornton, LLPGlen W. Johnson, Chief Operating Officer, Family Office ExchangeRob Storrick, Manager, Human Capital Servi...