Industry Founders Panel: The Evolution of Family Wealth, Part 1 | 2023 FOX Family Forum

For nearly 40 years, the pioneers of the family wealth profession have been working with family leaders and family office executives to help their families manage and grow their enterprises, strengthen their family systems and well-being, and deliver a positive impact on their communities and the world. For the first time ever, FOX will gather on the same stage the five most prominent and iconic founders of the family wealth field. Panelists will reflect on the journey of the past four decades, share their vision of the future, and offer their wisdom and advice for the rising generation leaders who will steer their families and their enterprises into the decades to come.

James (Jay) E. Hughes Jr., Author of Family Wealth: Keeping it in the Family, and of Family - The Compact Among Generations
Sara Hamilton, Founder and Board Chair, FOX
Dennis T. Jaffe, Senior Research Fellow, BanyanGlobal Family Business Advisors
Ellen Perry, Founder and Managing Partner, Wealthbridge Partners, LLC
John A. Warnick, Esq., Founder, Purposeful Planning Institute
Moderated by Peter Moustakerski, CEO, FOX