A major commercial crisis is coming, and it could cost nations and businesses $8.5 trillion in unrealized revenue by 2030 – equivalent to the combined GDP of Germany and Japan. The threat: chronic skilled talent shortages. According to Korn Ferry, it will impact growth for businesses and nations as soon as 2020. By 2030, there will be a global talent shortage of 85.2 million skilled workers, with the knowledge-intensive financial services industry one of the hardest hit.
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More and more families are looking to ensure that their philosophy and values align with their goals in creating trusts. A results-oriented trust is one that has been particularly designed as a tool to encourage beneficiaries’ behaviors in their realms of work, charity and socially responsible choices. Often times beneficiaries feel guilty, embarrassed or even anxious about their trusts, compared to the stereotype of the entitled beneficiary. This webinar provided insight on structuring trust documents to balance settlor’s intent with the needs of the beneficiary.
Whether you are an experienced investor or just learning to understand a financial statement, these sessions will provide you with information to better grasp your own and your family’s financial picture and give you hands-on strategies to apply your learnings.
Whether you are an experienced investor or just learning to understand a financial statement, these sessions will provide you with information to better grasp your own and your family’s financial picture and give you hands-on strategies to apply your learnings.
Branding isn’t limited to marketing a product, service, or business. Articulating a personal brand – a statement about who you are and what you have to offer – is a powerful way to direct your career development and control how you are perceived within your family. This interactive session will guide you through the process of creating your personal brand and explore how you can bring it to life.
Navigating family dynamics can be challenging in any family, however, add the complexity of significant wealth or business ownership and those challenges can amplify. As a Rising Gen, knowing how to initiate and manage difficult conversations around substantive family issues such as conflict, succession, and engaging the next generation can be a powerful tool. Join two experienced family members who have journeyed these roads themselves and on the behalf of clients to gain practical tools for having effective conversations within your own family.
Whether your goal is financial literacy, personal growth, or preparing for transition into leadership, having a clear plan to gain the skills, knowledge, and experience you need is essential. Understand components of an effective plan to help align your learning with your values, goals, and ambitions.
Please join us for our third FOX Rising Gen Forum on May 5-6, 2019. This community was created to help connect like-minded peers looking for an opportunity to learn, share experiences, and develop skills as leaders within your families.
It’s no surprise that the integrated wealth advisory industry focused on ultra-high net worth families is highly competitive. This session will take a smart look at the selection process from the perspective of families and advisors. The discussion will cover trends in advisor selection as well as key elements driving the search process. What are families doing to identify the right advisors and what are they seeking? How are successful advisors attracting clients?
The premise of thematic investing is seductively simple. Markets over the long-term are driven by earnings growth and thematic investing looks to identify long-term trends that are likely to drive disproportionate earnings growth in the future. Artificial intelligence, for example, isn’t just about the next revolution of computing. It will change everything from how we communicate, to how we commute. An aging population isn’t just going to inflate the health care industry. It will reshape everything from urbanization to unions.