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Impact Families: Making a Difference in Business, Philanthropy, and Society
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In this session we will explore how families make a difference on issues that are important to them through their businesses, their investing and their giving. Increasingly, we observe how families, wishing to make an impact with their wealth in their lifetime, have found creative ways to integrate both business concerns with philanthropic goals. Bruce and Paulina will share introductory comments on best practices in philanthropy, impact investing and environmental/social/governance concerns.

Breakthroughs in Family Learning: Opening Insights on Goals for the FOX Family Learning Network
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While we are accustomed to quarterly family meetings, monthly portfolio reviews, and annual family philanthropy gatherings, the environment in which families are learning is changing rapidly. At the same time, families are increasingly in search of more engaging learning opportunities for families. Families are seeking to inspire future wealth owners so the rising generation gets a chance to learn from the family and from the peer communities they join.

Roundtable Discussion with Family Learning Network Educators
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Leading family learning educators will each share 2-3 techniques that have been successful in supporting the unique learning objectives of some of their families. Explore which ones might resonate for you whether you are new at developing an educational curriculum or an experienced family that wants to go deeper. Time will be available for interactive dialogue.Family Educators:Mindy Kalinowsky Earley CMP, CFBA, Lifelong Learning Specialist, RDV CorporationAlexandria Elliott, Learning Officer, Chifam LLC

How Clients, Employees and Pricing are Transforming the Ultra-Wealth Business
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After decades of anticipation, the tectonic shift of demographics that would lead to the enormous transfer of wealth, monetization of private businesses and the ushering in of a new workforce are here. Based on FOX’s most recent research and insights, Karen Rush, Managing Director of Membership, and David Toth, Managing Director of Wealth Advisors, shared their perspectives on what ways ultra-wealth advisors are seeing their business transform.

Insights and Takeaways - 2018 FOX Spring Global Investment Forum
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The FOX Spring Global Investment ForumTM was held in San Francisco on March 13th. The Forum brought together many of the most sophisticated investors of private capital across the FOX community. The Forum addressed many of the increasing challenges that investors have when investing long-term capital in this time of significant disruption.

2018 FOX Global Investment Survey Highlights
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One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler joined us as she provides highlights of what we learned in the 2018 Global Investment Survey. She shared information on family offices' allocations and 2017 performance, took a deep dive as to how families are reconsidering traditional approaches to portfolio construction, discuss active versus passive investing for long-only strategies, and gave information as to how families are investing directly in operating businesses.

2018 PFTC Workshop Video #3: PFTCs in Action - Panel
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2018 FOX Private Family Trust Company WorkshopFebruary 21-22, 2018Fort Lauderdale, FLVideo #3:PFTCs in Action - PanelPanelists:Bruce Betters, CEO and Chief Investment Officer, Marshall Street CapitalRyan M. Harding, President, Garden Trust CompanyKim Kusilek, Chief Operating Officer, HRK Group, Inc. Moderator:Mariann Mihailidis, Managing Director, Councils, Family Office Exchange