Join FOX for a kickoff to the event and a remembrance of Glen W. Johnson.Peter Moustakerski, CEO, FOXGaby Griffin, Interim Co-President, FOXDavid Toth, Interim Co-President, FOX
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Join FOX for an insightful discussion with SEC Commissioner Hester Peirce. The Commissioner will share her thoughts on regulation impacting family offices, family businesses, and investments.Hester M. Peirce, SEC CommissionerPeter Moustakerski, CEO, FOX
Real Vision Group CEO, Raoul Pal, will examine how the last 100 years have brought the world to one of the most unique and unpredictable investment landscapes of the last 4 decades. The discussion will cover the global macro investing realm with an emphasis on what multi-generational families should consider given the current tension in the US between the fed, inflation, a looming recession, and the labor market. Raoul will also share his thoughts on the impact of the war in Europe, and the convergence and adoption of technology, including Blockchain and the tokenization of assets.
Role definition and preparation is a common challenge for families looking to integrate rising family members into the enterprise. Solving this challenge leads to higher rising gen participation and increased in-law engagement within the family. Using competency-based assessments, families can predict the success of family members in specific roles within the enterprise. Join this session to learn how to shift from forced succession to agreed-upon continuity by embracing the natural behaviors and strengths of family members at all ages.
Erinn Andrews, Founder & CEO, GiveTeamDavid Toth, Interim Co-President, FOXPeter Moustakerski, CEO, FOX
From risk management to objective perspectives to succession planning, boards are a crucial component to help the family business achieve longevity. Boards serve as a mechanism to clarify the mandates of the family and provide continuity and formal guidance to future generations. During this session, experts will share easy-to-implement governance tactics to sustain family businesses for future generations.Meghan Juday, Chairman of the Board, IDEAL IndustriesPeter Moustakerski, CEO, FOX
Welcome to the 2022 FOX Family Forum.Peter Moustakerski, CEO, FOXGaby Griffin, Interim Co-President, FOXDavid Toth, Interim Co-President, FOXSara Hamilton, Founder and Board Chair, FOX
Join FOX for a moderated keynote with internationally recognized author and consultant, Dr. Jim Grubman. The session will explore an exciting trend and share examples of families that are taking a more positive approach to family leadership transitions, preparing the rising generation, and keeping the family engaged and cohesive.Jim Grubman, Family Wealth ConsultantDavid Toth, Interim Co-President, FOX
Oftentimes, families struggle with a sense of fear and lack the clarity needed to address complexities of navigating change and growth. In this session, participants will learn an easy-to-implement framework on how to develop a greater sense of positive influence within the family system. Through an experiential learning process, you will gain confidence and practical tools that are rooted in a positive, strengths-based approach. Speakers will challenge the perspective of "what do we want to prevent?" and replace it with, “how do we want to grow?"
Welcome to Day 2 of the 2022 FOX Family Office Forum.Scott Muench, Market Leader, Financial Families, FOX