Resource Search

Across the country, organizations are seeking to be more thoughtful about how they approach the communities they serve and take steps to embed equity into their work. We’ll share examples of trailblazing leaders who have successfully integrated a more diverse workforce, as well as pitfalls to avoid if you want more diversity, equity, and inclusion within your teams.

How we talk about money matters. It affects our quality of life and our wellbeing. Too often, today’s consumer culture shapes our money habits and values. This can lead to consequences such as increased stress and diminished wellbeing—regardless of net worth. Nathan will discuss how teens and young adults can think positively and proactively about their finances and their future—including bringing values into the equation when making decisions about money.

You know your office provides tremendous value, but do you know how to explain it to your clients? Our new FOX proprietary study will help you more meaningfully articulate the office’s value by aligning it with what your family leaders value. We’ll discuss how to message around your costs and complexity factors in relation to delivering services. And we’ll share the data we’ve collected about the average time allocated to key services by office type, and how fees are typically charged by office type.

What will it take to rebuild our global economies? And how will we generate the stimulus needed for growth? We’ll discuss the macro-economic factors shaping the challenges ahead – including the current geopolitical environment and major disruptions changing industry opportunities. And with the U.S. presidential election a week away, we’ll engage in a timely discussion about America’s place in the world and how its economic bedrock of stability may slip in the decade ahead.

When families with a multi-generational mindset undertake strategic planning, it’s with a view that is longer than the typical three- to five-year time hor

Philanthropy and social impact commitments don’t just benefit the intended parties.

Want to know the secret to maintaining family togetherness over generations?

The pandemic has thrust our perceptions of the workplace into an entirely new paradigm.

The rising generation is curious, intelligent, and preparing to step into family governance and business roles. They are your family’s future leaders.