Resource Search

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.

Covid-19 has changed all the rules. The familiar guideposts and benchmarks are now moving targets. Will being virtual help or hinder finding talent? How about retaining it? Is work from home a temporary or permanent condition? Our panel discussion featured insights from experts who’ve faced down these challenging questions.Moderator: Peter Leo, Director, Human Capital, Family Office ExchangeCassie Atteberry, Principal, Talent Outside the LinesNeil Kreuzberger, President and Founder, Kreuzberger Associates, LLC

Find out what we learned about current family office compensation and benefits practices, including how Covid-19 has affected office structures.Cassie Atteberry, Principal, Talent Outside the LinesKen Cameron, Director, Grant Thornton, LLPGlen W. Johnson, Chief Operating Officer, Family Office ExchangeRob Storrick, Manager, Human Capital Services, Grant Thornton LLP

Discuss how you’re supporting employees and family members during Covid-19, including mental health, education, and work-from-home policies.Arden O'Connor, CEO, O'Connor Professional GroupKatherine Richardson, EVP, Chief Human Resources Officer, PURE InsuranceRuth Easterling​, Managing Director, Member Services​, Family Office Exchange

Learn how process mapping can help firms improve quality of their client deliverables, operations, efficiency, and expenses.Robert E. Mallernee, CPA, CFA, Chief Executive Officer & System Designer, Eton Solutions, L.P.: Founder and CEO, Eton Advisors Group, LLCKaren Rush, Managing Director, Membership, Family Office Exchange

Family offices are increasingly leveraging tools to drive efficiency in the office, such as call scheduling, business intelligence, and client relationship management systems.