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The pandemic has thrust our perceptions of the workplace into an entirely new paradigm.
The rising generation is curious, intelligent, and preparing to step into family governance and business roles. They are your family’s future leaders.
The 2020 FOX Rising Gen Virtual Forum provided an excellent opportunity for family members in their 20s, 30s, and 40s to connect, build relationships, and have authentic conv
Whether in the form of investment themes like cannabis, cryptocurrency and artificial intelligence - or a values-based ESG approach, investors today have more opportunities than ever before. Two industry leaders led an interactive discussion about how to effectively integrate your personal values, beliefs and interests into your investment portfolio.
In the face of a Global Pandemic and the economic and social volatility of 2020, principles of resilience and recovery were in the forefront of our thinking about wealth management and generational succession. Throughout history, these principles have been at the core of wealth creation and wealth transfer. Capacity to identify change, respond to challenges, take action and learn from experience have been essential to sustain wealth across generations.
After pursuing a career in the skies - at 19, he was the youngest licensed jet transport pilot - and as a tech investor, Stockton Rush turned his curiosity and passion for exploration into OceanGate, a company that builds deep ocean submersibles and offers researchers and citizens alike a chance to take an expedition of a lifetime. We heard his pioneering story about innovation, design, and a desire to push boundaries in exploration of some of the world's deepest ocean sites.
Don’t miss this perennial Family Office Forum classic. It doesn’t take a crystal ball to know 2020 will usher in tax and estate planning change. The pandemic has disrupted the economy and interest rates, offering new opportunities for wealth transfer planning. Learn what you can do now and should do by the end of the year.Mark Harder, Partner, Warner Norcross & Judd LLPJamie Sanders, Partner, Tax, Private Client Services, RSM
Rising family expectations paired with greater complexity have accelerated the need to work more closely with teams of advisors. It has become increasingly challenging to deliver against the breadth and depth of services family members require. Learn from three different family office situations about the value of trusted experts and how to partner to achieve the greatest value and success.
Due to the ongoing pandemic, the 2020 FOX Family Office Forum went virtual.