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Forum Closing and Forward-Looking Themes Peter Moustakerski, CEO, FOX

The 5 Principles of Invisible Wealth provides a comprehensive framework for redefining wealth as more than money. How can we translate this abstract concept into tangible actions? This framework, represented by the five principles of money, health, knowledge, time, and relationships, helps us embrace a holistic interpretation of wealth, inviting richness into the lives of our clients and families. Jennifer Wines, Author of Invisible Wealth Mindy Kalinowski Earley, Chief Learning Officer, FOX

A convergence of mega trends is transforming the way we think about and manage family wealth. FOX will share its perspective and latest research on what is rapidly becoming a new age of family wealth management. David Toth, President, Membership, FOX

Over the next 18 months, many of us will be extensively planning for two approaching deadlines: the Corporate Transparency Act (CTA) reporting slated for December 31, 2024 and the sunsetting of bonus transfer tax exemptions under the Tax Cuts and Jobs Act (TCJA) on December 31, 2025. Hear what family offices and UHNW families are thinking about as they prepare for both events while protecting client privacy, utilizing available exemptions, and maximizing future optionality.

Family capital delineations, exchange mechanisms, and family office sophistication are crucial as the UHNW family demands of their family offices rise. Peter and Amjed will walk through Trove’s insights from creating and managing over 100 unique family offices. Learn about various forms of family capital and how to facilitate seamless transfer mechanisms, measure sophistication of different office types, and understand their operational framework. We'll dive into the data, analysis, and decision support layers, complemented by case studies from diverse family archetypes.

Join this engaging session on a variety of topics related to the human capital of a family office. The first half will cover trends in the workforce and labor market, from the challenges of a multi-generational team to compensation and family office career paths. Our second half will be dedicated to fielding audience questions so come prepared to share what’s top of mind for you and we’ll learn our way forward together. Cassie Atteberry, Principal / Founder, Talent Outside the Lines Moderated by Peter Leo, Director, Human Capital, FOX

Through a collaboration with a family office and outside partners, hear one family’s approach to encouraging the rising generation to find their voice in the family enterprise. Learn from a Family Office COO how to design and steward a rising generation program with family input and the support of external consultants. Together, the group discusses their work with the family, the elements that worked well, the foundation for building a successful rising generation program, and developing and cultivating future family leaders.

FOX has recently taken a closer look at the various types of capital available to families and the offices that serve them. One category not yet discussed at our forums is TIME CAPITAL. Given the limited nature of time, it is essential to allocate, invest, spend, and cherish the time we have.

How can emerging AI programs and workplace tools create opportunities for progress and growth without creating a culture of fear and avoidance within your organization? We’ll begin the session with a moderated interview featuring industry expert Alex Wissner-Gross to lay the groundwork for understanding AI’s influence on family enterprises. This sets the stage for an interactive leadership development session facilitated by FOX’s Kent Lawson and Jeff Strese.

Welcome to day 1 of the 2024 Family Office & Wealth Advisor Forum. Scott Muench, Managing Director, Membership, FOX Peter Moustakerski, CEO, FOX