With the passage of time, the fear-based approach of Wealth 2.0 has evolved to a more positive, strengths-based paradigm. This new approach—the Wealth 3.0—is a call to action for greater professionalism and rigor by the diverse practitioners of family wealth advising. Dr. James Grubman, Dr. Dennis T. Jaffe, and Kristin Keffeler illuminate what needs to be done and how the future lies in integrating truly family-centric services that are driven by purpose and optimism.
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The Family Office 5.0 model is changing how advisors deliver services. Strategic partnerships can help family office service providers better focus on delivering core value-added offerings. A roadmap toward that goal will help you meet the evolving needs of family offices and provide best-in-class services.
Despite the geopolitical risk, China’s economic influence is unavoidable. This session will help family offices understand the risk of investing in China long-term, including what is and isn’t avoidable. It will dig into the “how” so that attendees can map out their own approach to investing in China, including how to perform a proper risk and asset analysis.Andy Rothman, Investment Strategist, Matthews AsiaIntroduced by Peter Moustakerski, CEO, FOX,
Join FOX as we kick off the forum by identifying what to pay attention to in the global markets, including the impact of the ongoing Russia-Ukraine conflict and other geopolitical events. Opportunities and key components to watch out for in relation to privates, publics, and broad asset class exposure will be shared.Timothy F. McCusker, FSA, CFA, CAIAPartner, Chief Investment Officer, NEPC LLCIntroduced by Miguel López de Silanes Gómez, Market Leader International, FOX
Join FOX for a 2022 global economic update from Charles Schwab’s Chief Global Investment Strategist, Jeffrey Kleintop. Jeffrey will highlight important issues in the current economic cycle such as central bank policies, global interest rates, and inflation. He will provide commentary on the latest trends and events impacting international markets, and attendees will walk away with actionable insights to guide capital allocation.
Every family’s succession journey is unique, and the change can feel uncomfortable. To help navigate that transition in leadership, 32 former family office CEOs offer their succession stories with the intent of sharing their advice and lessons learned to light the path for those for whom such a transition may be on the horizon. Along with the important lessons learned are helpful resources that include a sample succession plan.
Welcome to the FOX Member Summit: Blockchain and Digital AssetsPeter Moustakerski, CEO, FOXNathan Hamilton, Vice Chair, FOX
This session provided an overview of the Blockchain and Digital Asset industry as well as the evolution of the space and how it got to where it is today. Key challenges related to the future growth of the industry were also shared.Bill Barhydt, CEO, AbraModerated by Nathan Hamilton, Vice Chair, FOX
This conversation centered around all things Digital Assets including, but not limited to, the current and future applications of stablecoins and how they are regulated, crypto credit lending, and what risks to look out for.Patrick Corker, Vice President Finance, Treasury and Corporate Development, CircleModerated by Nick Rhoads, FOX Advisory Board Member
Michael Saylor, Chairman and CEO of MicroStrategy and the largest public company investor in Bitcoin, shared his experiences and approach to adding Bitcoin to his company’s balance sheet. He also shared his insight on Bitcoin energy usage, safety, and the current regulatory framework.Michael Saylor, Chairman and CEO, MicroStrategyModerated by Nathan Hamilton, Vice Chair, FOX