Family Journey

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The Time is NOW for your Rising Gen
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In The Time is NOW for your Rising Gen, FOX Chief Learning Officer, Mindy Kalinowski Earley, cautions families on waiting too long to involve their future family leaders. Outlaying personal quotes from members of the rising generation and relaying best practice first steps, Early argues that when starting family learning and leadership skills…there is no time like the present.

Enhancing Your Expertise: Family Histories | 2022 FOX Wealth Advisor Forum
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Sharing, documenting, and preserving family narratives are an important part of wealth planning and governance. This session explores how family histories can set a foundation for connection and continuity. Karen McNeill, PhD, Managing Director, Family History, Ascent Private Capital Management of U.S. Bank Moderated by Scott Winget, Enterprise Market Leader, FOX

Helping Families Navigate Business Transitions | 2022 FOX Wealth Advisor Forum
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Many family businesses are undergoing or anticipating transitions, prompting the need for trusted advisors more than ever. This session features experts who have deep breadth of experience in helping families manage business transitions and the complexity that comes with them, including new liquidity, helping founders find their next purpose, and more. John Brown, Founder, Business Enterprise Institute Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX

Starting an Independent Business: How to Build on Your Family’s Entrepreneurial Legacy in Your Own Way
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Growing up in a family business environment often rubs off on the younger generations, with some making the decision to start their own business instead of joining the family enterprise. Toward that end, getting help while staying true to their own ideas requires balance. Here are four steps that will help launch their independent business venture while continuing their family’s entrepreneurial legacy.

Succession Stories: Lessons Learned from Former Family Office CEOs
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Every family’s succession journey is unique, and the change can feel uncomfortable. To help navigate that transition in leadership, 32 former family office CEOs offer their succession stories with the intent of sharing their advice and lessons learned to light the path for those for whom such a transition may be on the horizon. Along with the important lessons learned are helpful resources that include a sample succession plan.

FOX Public Webcast: The 3Ts: Critical Forces Disrupting Our Future
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The new year brings unique opportunities for families and their offices, but it can also create new obstacles to navigate. FOX has identified three dominant themes that will drive disruption and opportunity for families of wealth, their family offices, and their professional advisors.

The 3Ts: Critical Forces Disrupting Our Future
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The new year brings unique opportunities for families and their offices, but it can also create new obstacles to navigate. FOX has identified three dominant themes that will drive disruption and opportunity for families of wealth, their family offices, and their professional advisors. We call them the “3Ts” – transitions, talent, and technology.

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.

Family Meeting Handbook
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This handbook is designed to support families connected through wealth understand the importance and value of family meetings. It provides the concepts, tools, and resources with the intention of helping them optimize their family meetings and build towards a more cohesive, resilient, adaptive family.

Creating Value Through Good Governance: How to Balance What is Right for the Business and For the Family
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Choosing the right governance practices in a family business is a critical ingredient for its long-term sustainability. This report—the third in a series of four on family business succession—examines the many layers of family and business governance systems and mechanisms and the ways in which the evolving principles of good governance create value for both the business and the family. If you missed the other three reports in the series, you will find them here: