Enterprise Families

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Getting the Conversation Started
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Succession is not just about money or property. It means confronting family relationships and taking the time to make sure that the drivers for succession planning connect personal motivations, the purpose of wealth, and specific family issues. It requires an emotional commitment to a process that once started must run its course, including having conversations about fairness, equity, choices about who is in “the family,” and their capabilities for current and future roles.

Get the Most from Your Board of Directors
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A high-quality board of directors with a range of talents and experience can be a powerful resource for your company. Taking steps to ensure your board is well-designed, well-informed, and properly engaged will reap significant benefits for your company’s shareholders and management team.

Capturing Opportunity and Managing Risk in the Next Decade
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A new FOX study, “Capturing Opportunity and Managing Risk in the Next Decade,” is now available for members who are interested in taking a proactive approach to risk management across the enterprise. Complexity and risk are inevitable consequences of building and perpetuating wealth. Therefore, the issue at stake for families of wealth is not risk avoidance, but rather, risk management. Well-managed risk presents opportunities, but it takes a team operating as trusted partners to sort through the range of risks, helping families make the best decisions.

Helping Families Navigate Opportunities and Risks in Uncertain Times
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Major disruptions to the normal course of business are heading our way, and enterprise families will be uniquely challenged by unforeseen risks and opportunities. As trusted advisors to ultra-wealthy families and enterprises, our industry needs to understand how to have effective conversations to prepare clients for these looming disruptions. To address these challenges, FOX embarked on its 2019 Opportunities and Risk Study.

2019 FOX Foresight – What's on the Minds of Members
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FOX Foresight keeps members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts over the last year. Please share it broadly within your family, your office, and your advisors.FOX Foresight is presented in 7 chapters:

2019 FOX Foresight – Surfacing Risks and Opportunities to Enhance the Enterprise
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Once a family recognizes they own and manage a complex range of endeavors, the family leaders need to look strategically across the enterprise at where opportunities and risks exist. They should then assess where the opportunities and risks exist and how to allocate capital to the best alternatives.

The 9 Questions you Need to Ask to Take your Board from Good to Great
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Creating a truly effective board doesn’t happen by accident. From selecting the right people, to running crisp meetings, to fostering good working relationships with management and one another—boards are tasked with many decisions that impact how well they function. Over time, boards fall into routines for how they operate. But how many regularly look at their governance practices to see if they are as good as they could be?

Seminar 2 - An Entrepreneurial Pathway
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Whether planning for the original family business or new businesses, the family foundation, family investing, or family real estate, being entrepreneurial and confident in your family enterprise approach is a key to success. This session is for families with passionate self-starters who have the desire to be fearless and resilient in their family enterprise work.Ann Dugan, Senior Managing Director, Advisory & Education Services, Family Office ExchangeBrock Elmore, CEO and Co-Founder, Consilient

Seminar 3 - Energizing the Enterprise: Designing an Opportunity and Risk Analysis Process
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Knowing more about future opportunities and unexpected risks can have a dramatic and positive impact on the health of the enterprise. Families will use a creative process to analyze alternatives and uncertainties that may challenge the family in their strategic planning. This workshop explains key concepts related to identifying driving forces and uncertainties, and introduces a systematic way to prioritize future opportunities and risks.