Join FOX for a kickoff to the event and a remembrance of Glen W. Johnson. Peter Moustakerski, CEO, FOX Gaby Griffin, Interim Co-President, FOX David Toth, Interim Co-President, FOX
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Harnessing Opportunity in the Exponential Age: Perspectives from Raoul Pal | 2022 FOX Family Forum
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Real Vision Group CEO, Raoul Pal, will examine how the last 100 years have brought the world to one of the most unique and unpredictable investment landscapes of the last 4 decades. The discussion will cover the global macro investing realm with an emphasis on what multi-generational families should consider given the current tension in the US between the fed, inflation, a looming recession, and the labor market. Raoul will also share his thoughts on the impact of the war in Europe, and the convergence and adoption of technology, including Blockchain and the tokenization of assets.
Welcome to the Family Forum | 2022 FOX Family Forum
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Welcome to the 2022 FOX Family Forum. Peter Moustakerski, CEO, FOX Gaby Griffin, Interim Co-President, FOX David Toth, Interim Co-President, FOX Sara Hamilton, Founder and Board Chair, FOX
2022 Compensation and Benefits Survey Highlights
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Join FOX and our partner Grant Thornton as we explore the findings from our research on the current state of compensation and benefits in the family office space. This year’s surveys focused on Board, Trustee and Committee compensation, in addition to benefits and compensation offered to family office staff. We will explore themes and insights within our data, and how you can use this information to navigate the current talent marketplace. By the end of this webcast, attendees will be able to:
The family PTC is an evolving and essential strategy that contributes to long-term financial and family enterprise success. Join us for this in-depth discussion on how a private trust company that leverages a lender structure can benefit your organizations. This webcast is specifically for those who have:
Digital Assets: Top Trends for 2022
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It's no secret that cryptocurrency markets and the larger digital assets economy have been roiled by recent instability, resulting in discussions about how regulatory initiatives, rising inflationary pressure, and public adoption trends will affect industry participants long term. To help navigate this challenging environment, a collection of relevant thought leadership is provided as a single publication designed to inform and guide your decision-making. This collection includes articles, white papers, and checklists on the following topics:
Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. This webcast will discuss some of the challenges presented by this shift in our industry. Will this new shift cause a meaningful departure from common past practices and spur the adoption of new ones? How prepared are advisors for this new era? What are providers doing to change to adapt? All of this and more will be addressed.
When a strategic plan is developed with the family's values and mission in mind, it can serve as a family-endorsed and impactful roadmap. In this event session, hear about FOX's work with developing a vision and mission statement, and from a seasoned family governance expert who has worked with families and family offices to create proven strategic plans that are driven by the core values and mission of the family itself.
As Family Offices evolve and become more complex, attracting the right talent to deliver and manage services requires compensation that is competitive with other professional firms. Join this session to discover how family offices can create a compensation program that attracts unrivaled talent to serve the family. Eric Gonzaga, Principal, Human Capital Services, Grant Thornton Ken Cameron, Director, Human Capital Services, Grant Thornton Moderated by Peter Leo, Director, Human Capital, FOX
Many family offices choose to outsource services for a variety of reasons, including their inability to hire in-house staff for all areas of service. For insights on managing outsourced services, this session features panelists with family office outsourcing experience in functions like tax compliance, payroll, human resources, bill pay, and more. Scott Metsch, Pulver Metsch, LLC Amjed Saffarini, CEO, Maestro Moderated by Peter Moustakerski, CEO, FOX