Family Office Trends and Solutions – with Case Studies
Overview
This seminar will begin with trends discovered from FOX’s biennial family office benchmarking survey and will be supported by family office case studies to bring several of the trends to life. The case studies will be used to illustrate a variety of best practices and strategies that were identified in the survey.
Josh Kanter, President, Chicago Financial, Inc., and Director and Vice President, Kanter Family Foundation
Michael Moody, Ph.D., Frey Foundation Chair for Family Philanthropy
Glen W. Johnson, President of Membership, FOX
Hilary Leav, Director, Insights and Research, FOX