Join FOX for a moderated keynote with internationally recognized author and consultant, Dr. Jim Grubman. The session will explore an exciting trend and share examples of families that are taking a more positive approach to family leadership transitions, preparing the rising generation, and keeping the family engaged and cohesive. Jim Grubman, Family Wealth Consultant David Toth, Interim Co-President, FOX
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A large and growing cohort of next generation (next gen) investors in the Asia-Pacific (APAC) are preparing to take on the responsibility of managing their family’s wealth and take on an active role in maintaining sustainable generational success. While there is no standardized playbook for establishing family sustainability, next gen investors and principal wealth owners throughout APAC can help build their own families' futures by considering three core pillars of building a lasting family legacy: shared values, strong wealth governance, and a clear, long-term investment policy.
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.
Money conversations can be difficult, and yet they are necessary. FOX Chief Learning Officer Mindy Kalinowski Earley is joined by Amy Zehnder and Cindy Coe as they discuss financial education using an engaging, gamified approach. Using the FOX Family Learning Handbook, and Amy and Cindy’s new book Courageous Money, Your Adventure Through Money National Park as a guide, we’ll discuss money relationships, financial planning and the implications of growing up with wealth and how that influences many of our adult behaviors.
How to Teach Your Kids the Basics of Investing
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You know the value of encouraging children to learn and practice the basics of money management. And at age 11 or 12, it may be the right time to start a conversation about investing, including how it’s different from saving. Creating opportunities to teach your kids these basic investing principles, and then helping put those principles into practice, can be an important step toward their eventual financial independence.
Why do you and your family want to give? While it can be difficult to answer, defining and articulating a clear philanthropic purpose should be your north star. Designed to help take stock of your values and understand the passions and experiences that have shaped your family, this primer is the first in a series of seven about the Family Giving Lifecycle by the National Center for Family Philanthropy. The remaining six series of the primers and related resources are available here and orients donors toward effective outcomes at each stage:
Family Giving Primer: Succession and Legacy
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What is the consequence of your philanthropy and who will steward future efforts? Legacy requires creating and implementing plans for donor intent, lifespan, continuity, and succession. Explore how to define and build your legacy and prepare for transitions. This primer is the seventh in a series of seven about the Family Giving Lifecycle by the National Center for Family Philanthropy, comprising of seven inflection points and orients donors toward effective outcomes at each stage:
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.
Many young adults are looking to increase their knowledge when it comes to managing their inherited wealth. After all, wealth can be a complicated topic—and figuring out what to do with it can be an overwhelming experience. With that in mind, this guide is designed to answer their questions and concerns on the issues related to money, including offering best practices for managing their wealth.
Preparing the rising generation for leadership can feel daunting at the beginning. It takes courage and vision to get things started. Along with understanding five key things in your preparation, advance incrementally and look for ways to use education to get family members excited about the future of the rising gen and their leadership positions in the family.