Attracting and retaining talent is the top Human Capital challenge in family offices today. FOX Managing Director, David Toth and Ken Cameron and Bruce Benesh of Grant Thornton LLP joined us and share what your peers who completed the 2018 FOX Family Office Compensation & Benefits Survey are doing to attract and retain key talent.
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The Private Trust Company (PTC) structure offers the promise and potential to manage and organize increasing complexity within the family enterprise. This webinar will provide an overview of the reasons that families consider a private trust company and benefits experienced once they have been established. If you have been curious about PTCs or considering forming one, please join us as we address:
If you don’t create your future with purpose and intention, you will become the past. Professor Wolcott will share his insight on the discipline required to build your vision for your future, whether it be for your family or your family enterprise. Navigating through uncertainty by envisioning the contours of threats and opportunities is essential to prepare for the unexpected–and to create the future you desire.
There is often a silver-lining in the dark clouds of uncertainty and change. Families who are able to effectively navigate turmoil in a market disruption to find opportunity will thrive. We will hear from several families who are thoughtfully embracing risk, investing in industry disruption, and finding significant growth.Miguel Lopez de Silanes, Managing Director, International Market, Family Office ExchangeMaarten de Groot, Chief Executive Officer, Eligius BVJeff Steiner, Head of Family Office, Mutual Trust
What makes a resilient family thrive and a sustainable family enterprise strong across the generations? Learn what is in store for attendees at this year’s FOX Fall Enterprise Forum, and get a deeper look at FOX’s approach to Enterprise Thinking and how members utilize this mindset so that every generation can be a first generation.
Embracing an enterprise view, the Stillwell Family of Australia has guided their family enterprise through generational shifts spanning 67 years. With intention and thoughtful planning across the enterprise, the family has defined the purpose for their wealth, embraced educating the next generation, planned for the retirement of the current generation, outlined a clear succession plan, and developed a shared vision for the future. Hear from a leading international family about taking an enterprise approach and how it has laid the groundwork for a highly-functioning family.
Get a first look at the new FOX research on managing opportunities and risks in the family enterprise. This research focuses on a process for the family to address future uncertainties, recognizing both known and unknown risks a family may face in the 21st century. Families who can embrace change, seek opportunity, and manage uncertainty will create the most resilient enterprises of the future.
Each year, the Global Risks Report, published by the World Economic Forum at Davos, in partnership with Marsh & McLennan Companies and Zurich Insurance Group, is a critical guide to explore some of the major challenges and risks of the world. Understand how decision-makers across the industry can find opportunity amid today’s global challenges. From geopolitical turmoil, to environmental dangers, and cyber threats, we will discuss how businesses may find benefit in applying some of the same contingency planning principles to a wider array of risk planning.
Alternative data is no longer an alternative. The digitization of our world has created an unprecedented data revolution that creates alpha opportunities for family offices in otherwise efficient markets. This cutting-edge talk will examine the latest in AI and data science and showcase where the future of alpha might come from. The asset manager of the future will need to evolve tools, processes, and personnel to exploit this alternative data advantage. The session will also demonstrate how data-driven products get developed and implemented in a portfolio.
Family members from all generations are hungry for clarity on how to navigate the financial and emotional complexities of wealth. In order to do this well, families need leaders—all kinds, from all generations. Come to this session to learn how one Chief Learning Officer within a multi-family office helps families develop leadership skills that are pragmatic and cross-generational. Good leadership is easily identifiable when it is present within a family system, and often overlooked when a family lacks the skills to cultivate its own leaders. What do families need now? Leadership.