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Hear from one of India’s leading wealth and asset management firms, FOX Official Partner, 360 ONE Asset, on India’s compelling macro story. Furthermore, this presentation will examine 360 ONE Asset’s unique investment process that helps generate consistent alpha for its clients in a stock market that has a terrific track record of creating long-term shareholder value. Mehul Jani, Senior EVP & Fund Manager, Listed Equity, 360 ONE Asset Vikram Chhabra, Senior Economist, 360 ONE Asset

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.

The FOX Winter Technology and Risk Management Days feature Technology and Risk Management Resource Partners presenting directly to the FOX membership. Join us to hear from a variety of risk management solutions in cyber, personal, and physical security as well as technology solutions in a combination of areas such as philanthropy, investing, accounting and more.

Risk Management at FOX is focused on all aspects of risk for its membership including families, family offices, operating companies, and advisor organizations. FOX hosts a quarterly meeting comprised of different vendors and thought leader specialists whose focus is in the areas of Cybersecurity, Physical Security, Personal Security, Insurance, Governance Risk, and so forth. FOX membership is invited to learn and discover the broadness of this kind of risk management and more importantly, directions and solutions to help face the challenges that come with it.

Join FOX for our first quarterly town hall of 2024, hear the latest news about FOX membership, new and helpful services and benefits for members, and FOX leadership observations on our community and our industry. Most importantly, please join us to ask any questions or share any thoughts and feedback pertaining to FOX membership, services, benefits, and activities. This is a great opportunity to create a regular and open channel for communication with the FOX team and your fellow FOX members.

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.

FOX honored Shannon Kennedy, Head, BMO Wealth Management - U.S., with the Glen W. Johnson Legacy Award. The award is presented to a distinguished individual with extraordinary business achievements and who demonstrates Glen’s values and characteristics. Glen was a great admirer of Shannon and we can’t think of a more deserving inaugural recipient given Shannon’s accomplishments and continued influence within the family office industry.

The FOX peer community is a vibrant and generous one, and one place where that is abundantly evident is the FOXChat discussion boards and networks, where members ask anything that is of critical importance to their families and their enterprises and receive real-time answers and feedback from their peers and fellow members. FOXCloud, the latest digital feature from FOX, allows members to quickly and efficiently see what their peers are asking about and the answers they are receiving.

Families are working hard to juggle the competing demands of family and enterprise. This session explore s a multitude of dynamics coming at both systems simultaneously: generational shifts happening faster and with greater consequence; AI and climate change—both with the potential to alter the human experience; the rise of women’s wealth ownership and its impact in both the family and the enterprise, just to preview a few of the big waves Sara and Joline will tackle.

Our speaker has requested to not share his presentation. The emergence of Artificial Intelligence (AI) is creating tremendous uncertainty – and amazing opportunities – for families, business owners, and advisors. Understanding the possibilities AI unlocks and integrating its transformative power into the family’s systems, governance, and businesses has the potential to propel families and their family offices into a new era of speed, efficiency, and virtually infinite knowledge. Join us for this timely and relevant fireside chat with Dr.