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Brett Wayman, Vice President, Impact Investing, EnvestnetJoel Wittenberg, Former Chief Investment Officer, W.K. Kellogg Foundation

At the 2020 FOX Family Forum, family members, office executives, and their trusted advisors heard how other families have built plans to achieve positive change and successfully

Greater levels of uncertainty are facing families around the world. Which makes the topic of leadership success more critical to thoughtfully plan and execute against. We’ll discuss five critical themes related to succession with author Ivan Lansberg, who will share how important transitions can be smoothly managed. Don’t leave your important family transitions to chance.

Looking for direct investment opportunities in the new economy? Here’s a hint – invest with an eye toward the year 2050. Our panel will look beyond the short-term effects of Covid-19, and instead discuss potential future top drivers of wealth creation – primarily sustainability and impact. Hear our thoughts on water, food, and “clean tech” and whether they’re the areas of massive opportunity that will transcend Covid-19.

This year’s dramatic events have shifted the tone of conversations in many families, surfacing differing philosophical views and diverse risk-taking appetites. Join the discussion on how families can build trust across divides and strengthen relationships across the family. We’ll outline consensus-building steps and give you group exercise ideas to help your family develop a pathway toward agreement on important topics. It takes some effort, but the payoff of a shared vision for the family’s future is worth it.

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.