Enterprise Vision and Mission

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Build an Enterprise to Last I 2024 Family Forum
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FOX founder Sara Hamilton, together with Margaret Vaughan Cox, will describe what a complex enterprise family looks like and share a new framework, detailed in their recently published book, Build an Enterprise Family to Last: Proven Strategies to Thrive Across Generations, that distinguishes the Family Journey, the Enterprise Journey, and the Personal Journey. Their methodology and milestones allow each family to explore where they are today, where they want to go in the future, and how they plan to get there.

The Enterprise Family Journey: Proven Strategies to Align Family Goals Across Generations I 2024 Family Forum
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This breakout session will expand on the methods introduced earlier, sharing specific tools and techniques that can help families get ‘unstuck’ and move their enterprises forward. The authors of Build an Enterprise Family to Last: Proven Strategies to Thrive Across Generations will highlight milestones that have helped families explain complex topics and collaboratively build future plans. Insights from the Enterprise Family workshop will be discussed, and attendees will receive copies of the new guidebook containing 48 milestones with visual descriptions

2024 FOX Foresight: Future of the Family
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The future will bring transformative changes to families, their enterprises, family offices, and wealth advisors. Transformation will be structural, philosophical and cultural, resulting in a paradigm shift that better balances managing the family’s financial capital and nurturing its other capitals—especially the well-being of its members.

Family Case Study: The Tsotsorkov Family - Empowering Visionaries | 2023 FOX Family Forum
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Join the Tsotsorkov family’s journey over the decades, from its entrepreneurial roots going back 250 years to its modern-day enterprise. Gen 2 family leader, Dimitar Tsotsorkov, shares the story of, and learnings from, the family’s recent efforts to capture and codify the unique values that have shaped the enterprise family and its ecosystem throughout the centuries.

Mission Statements for Families of Wealth: Identify the Values and Reap the Reward
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At its core, a mission statement serves as a compass, continually steering an organization or business toward their goals. For the families who undertake the process of creating a mission statement, it provides a similar and essential navigational tool. To be successful, however, the mission statement must resonate and mean something to everyone in the family. It should ideally look inward to identify each family member’s personal values.

2023 FOX Foresight - From Uncertainty to Impact: Navigating the Future
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The past year challenged families to react to adverse trends to protect their enterprise and build capabilities to achieve their vision. The journey from uncertainty to impact requires an elevated enterprise mindset and determination to persevere throughout the four-stage evolution to position the family enterprise for long-term success and positive community impact.

2023 FOX Foresight - It Can Be Done: Six Case Studies from Champion Global Enterprise Families
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From a global crisis triggering a family’s restructuring, to an entrepreneur-turned-global-investor’s commitment to change the world, six case studies demonstrate how some international champion enterprise families are assessing their threats and opportunities, reinventing themselves, and delivering the full potential of family capital to realize their desired vision and positively impact the world.

The Emergence of B Corps: Positioning the Family Office to Achieve Impact | 2022 FOX Family Forum
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Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corps status, why it matters, and how yours can too. Philippe Mauchard, Venture Partner and Former Chief Investment Officer, SPDG Ventures Peter Moustakerski, CEO, FOX

2022 FOX Foresight - Families of Impact
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The concept of impact isn’t new, and in recent years has been discussed considerably from an investment and philanthropic perspective. But at FOX we believe “impact” can have a broader meaning, based on how each unique family defines it. While that can vary widely, the families themselves are similar in their ability to think strategically, embrace risk-taking, and align their vision and values.

When Governance Grows Beyond a Family Business: Defining the Enterprise Governance Process
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Enterprise families are unique because they share ownership and stewardship of more than just family businesses. In addition to co-owning operating companies, they are the guardians of family legacy, family trusts, shared philanthropy, and joint properties. As leadership moves from founders to siblings to cousins and family priorities change, the decision-making structures must evolve to stay relevant.