Family Life Stages

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Identify Your Personal Budgeting Style
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For young adults learning to achieve their financial goals, it's essential to know where their money is going. This is why having a budget is important. And what's even more important is to find a budget that matches your personality. From the first video, it will help you discover the different types of budgets available to fit your personal budgeting style. For more on how to budget based on your ideal preference, watch the video on these budgeting styles:

2024 FOX Foresight: Time Capital: The Ultimate Liquid Asset
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Time is our most precious, finite, and versatile resource. Family office industry stakeholders are reevaluating their relationship with time—making meaningful behavioral changes to maximize their “return on invested time.” Powerful and practical tools—some borrowed from the field of investment management—can help maximize return on this scarce and treasured asset.

Partner Webcast: Keys to Longevity | Outrunning Cancer in Your Lifetime
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Longevity experts frequently point to the importance of avoiding four complex conditions to improve your health span: cancer, cardiac diseases, diabetes, and dementia. This webinar looks at why cancer continues to be the most feared disease and how a paradigm shift is offering new hope for early detection, treatment, and survival.

Space Travel That Improves Life on Earth | 2023 FOX Family Forum
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Looking down on planet Earth from space radically shifts one’s perception of our world and our place within it. After witnessing our planet’s thin, brilliant blue line of atmosphere against the stark blackness of space, astronauts return home to engage more deeply in solving our social and environmental challenges. Join us to learn about a new way of travelling to space that enables researchers to readily perform critical climate change science, artists to experience and communicate the transformative experience, and educators to inspire millions of students worldwide.

Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and their Significant Others | 2023 FOX Family Forum
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When a young inheritor announces that they have met “the one,” the wheels of the wealthadvising industry whir into motion, with families and advisors discussing prenups, onboarding, and whether to include the new partner in family wealth discussions. But amid all of this, there is a young couple in love. How do we nurture this new union and foster relationships across the family instead of getting caught up in transactional work? What best practices should we reexamine in order to truly serve the well-being of all family members and allow space for couple-defined individuation?

Wealth as Well-Being: Fireside Chat with Jay Hughes | 2023 FOX Family Forum
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Over the past 30 years, families have worked hard and invested enormous resources to create the plans and structures that promise to carry the family into the future and ensure its long-term success. The vast majority of these investments have focused on the quantitative disciplines that serve the family’s financial capital – the collective disciplines that today we call “wealth management”.

Navigating Financial Readiness for the Rising Gen | 2023 FOX Family Forum
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Whether it’s a conversation about money, the role of the beneficiary, what it means to be wealthy, or clarifying values and purpose, families often delay important discussions with kids out of fear, or the rationale they are not ready. Like so many things in life, helping children develop readiness is how we prepare them for the future. With early education and age-appropriate learning they get a head start that allows them to incrementally adapt to their unique future, with abundant resources and options.

When Your Child Turns 18: A Checklist of Legal Documents for Parents and Young Adults
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Many families are not aware of important legal issues that affect their 18 – 21-year-old children. Parents are often so focused on the fact that the drinking age is 21 that they do not realize that their 18-year-olds are, for most other purposes, adults in the eyes of the law. Parents no longer have the same access to information or control over their children after age 18. Proper planning for the legal issues that arise with an 18 – 21-year-old child can help avoid problems later.

A Brief Guide to Prenups
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If you’ve been thinking that a prenuptial agreement might be a nice precautionary measure to have in your back pocket, you’re not alone. Romantic notions are increasingly giving way to pragmatism in recent years. Among the reasons to implement a prenup will vary, including protecting your children’s inheritance in the event there is a divorce. If you’re considering a prenuptial agreement, there are best practices to follow to help safeguard your marriage—as well as your financial future.

Introduction to Investing
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This series of short, educational videos provides an overview of the core elements of investing and some of the asset classes most commonly used in portfolio construction. Download the full presentation deck and explore the educational modules on the topics of interest that include: