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Cybercrime is the fastest growing crime in the U.S. according to Cybersecurity Ventures. As accessibility to technologies and methods to commit cybercrimes grows, it is critical now more than ever for family offices to stay aware of these issues and take measures to protect against cyber criminals. Join this session to learn about the latest cybersecurity threats and techniques and gain actionable insights on how to safeguard your family office.Jessica Dore, CISA, Principal, Technology Solutions, Rehmann

The way work happens within Family Offices has changed – we are mobile, social, flexible, and adept at change. We trust data and expect technology to provide the solution to make us more efficient, productive and allow us to remain ahead of the curve. This new dynamic has made its way to the role of the CFO, which has undergone more changes in the past five years than the previous 50. This has created a new breed of finance leader – CFO 3.0.

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 all of us can think positively and proactively about our finances and our future — including bringing values into the equation when making decisions about money.

What’s the first step in investing if you’re given the opportunity? How do you collaborate effectively within a committee of family members tasked with investing a portion of wealth? If you already have an investment committee formed, how do you report back to the family governing body or refine best practices? These questions and more will be addressed by seasoned FOX members with deep family investment committee experience.

The 2021 FOX Rising Gen Forum is an opportunity for family members in their 20’s, 30’s, and 40’s, at all levels of experience to develop genuine connections with peers in similar situations and explore best practices in overcoming the challenges facing ultra-wealthy families. This virtual forum will unpack the nuances of family investment committees, explain direct investing, go in-depth on family boards, and more, all while allowing attendees to forge meaningful relationships and bond over shared experiences.

The last year ushered in sweeping changes that impact financial services and partners serving ultra-high net worth clients. Firms are left needing answers about which digital methods and tools will sustain if conditions get back to normal, how to reinforce culture among a hybrid employee base, and how to gain an edge on competition and reach prospects now that the world is trending toward digital rather than physical processes.

Panelists will discuss how the role of the advisor is changing within families and what is driving that change. Attendees will walk away with tools to help advisors adapt and develop their skills to better serve families of wealth, especially during their transitions.Amy E. Szostak, Director of Family Education and Governance, Northern TrustDien Yuen, JD/LLM, CAP®, AEP®, Blunt-Nickel Professor in Philanthropy, Assistant Professor of Philanthropy, The American College of Financial Services

Eric will help attendees understand the full range of factors that consumers experience as valuable to them, including both rational and emotional. He will explain how firms can improve their value propositions accordingly and how managers can determine the best way to add value to their offerings.Eric Almquist, Advisory Partner, Bain & Company Moderated by David Toth, Managing Director, FOX

Hear what fellow FOX members are doing to make diversity a priority in their firm. No matter what size budget, attendees will walk away with concrete examples of how to implement and execute impactful diversity initiatives.Kelly Lora Ewart, Vice President of Strategic Relationships, PURE InsuranceLucy K. Park, Partner, Perkins CoieHaley M. Rives, CFA, Director, Asset Consulting GroupModerated by Carin Ojala, Director of Recruiting + Professional Development, Warner Norcross + Judd LLP

Justine Fedak, Founder of Corporate Hippies, LLC, and Joe Teller, Managing Director of Marketing & Communications, FOX, will cover three critical topics regarding marketing and branding in the post covid world, in