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With rising complexity in global risks and shifting insurance markets, family offices face increasing challenges in safeguarding their assets and operations. Gain timely insights into emerging exposures, evolving coverage trends, and strategic approaches to risk management.

With volatility resurfacing in April and policy dynamics continuing to evolve, the second half of the year is shaping up to be eventful. We will revisit our 2025 themes: Fragility, Durability, and the Age of Alpha through the lens of current market conditions and explore what we believe matters most to Family Office investors in the second act of the year. Bradford Long, Partner, Chief Investment Officer, Fiducient Advisors Adam Newell, Partner, Senior Wealth Consultant to Private Clients & Family Offices Fiducient Advisors

Staying ahead of evolving tax laws and estate planning strategies is essential for preserving family wealth across generations. This session will provide the latest updates on tax regulations, trust structures, and estate planning considerations that impact family offices and wealth advisors. Experts will share insights on how recent legislative changes may influence planning strategies, along with best practices for optimizing tax efficiency, ensuring asset protection, and facilitating smooth generational transitions.

This session will explore best practices for navigating the technology selection process, including how to leverage RFPs (Requests for Proposals) to make informed decisions and streamline outsourcing preparation. Learn about leading platforms, tools, and solutions that can enhance performance, improve reporting, and support strategic goals. Join us for practical insights, real-world examples, and expert guidance on how to approach technology adoption and outsourcing for maximum impact.

Join FOX for an exclusive and insightful discussion regarding important insights and provide valuable information about how the expiration of TCJA, and other tax and economic legislation changes, could affect you, and your enterprise. Also learn the results of the annual 2025 Family Enterprise USA Annual family business survey. John Gugliada, Director of Family Engagement Family Enterprise USA, Policy and Taxation Group Russ Sullivan, Shareholder, Brownstein

The presence of mega trends in our industry illustrates how the UHNW family's perspective on their wealth, time and needs have dramatically shifted. We will share these fundamental changes and why mega trends matter in our industry. David Toth, President, Membership, FOX

Attracting and retaining top talent has become more complex than ever, with shifting expectations around workplace flexibility, compensation, and benefits. This session will explore how family offices and wealth advisors can design talent strategies that balance in-office collaboration with remote work flexibility, address competitive compensation structures, and provide meaningful benefits that align with long-term goals.

Welcome to day 1 of the 2025 Family Office and Wealth Advisor Forum. Scott Muench, Chief Membership Officer, FOX Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX

With rising geo-political uncertainty and conflict, Basil Mohr-Elzeki will be discussing how Americans are diversifying with portfolios of alternative residencies and citizenships by investing in different jurisdictions – including key considerations when advising families navigate through this topic. Basil will be also sharing wealth migration trends and statistics outlining popular areas chosen by the affluent. Basil Mohr-Elzeki, Managing Partner, Henley & Partners Hans Juerg Raez, Executive Director, Vontobel

Welcome to day 2 of the 2025 FOX Private Family Capital Summit. Nate Hamilton, Chairman, FOX Nick Rhoads, Board Member, FOX