Training and Development

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HR Leaders Double Down on Attraction, Retention
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In a survey of more than 620 human resources leaders, it was clear that attracting and retaining top talent is overwhelmingly the primary challenge they face. This report discusses how HR professionals maintain effective and talented workforces in a competitive environment. Key topics include: (1) how AI use is swiftly becoming an important tool in HR; (2) ensuring employee wellbeing is a primary focus; (3) what HR leaders should consider when restructuring a department; and (4) how a focus on ESG and DEI&B principles can be the key to attracting top talent.

Human Capital: Insights and Your Questions Answered | 2024 FOX Family Office & Wealth Advisor Forum
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Join this engaging session on a variety of topics related to the human capital of a family office. The first half will cover trends in the workforce and labor market, from the challenges of a multi-generational team to compensation and family office career paths. Our second half will be dedicated to fielding audience questions so come prepared to share what’s top of mind for you and we’ll learn our way forward together. Cassie Atteberry, Principal / Founder, Talent Outside the Lines Moderated by Peter Leo, Director, Human Capital, FOX

Strategies for Developing Early Career Professionals
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A major trend with family enterprise organizations is designing ways to develop and retain early career professionals. The most effective emerging practice is to develop a strategy that blends the quantitative skills necessary to meet the financial, legal and technical needs of a family, along with the qualitative skills needed to navigate complexity, change management and family dynamics. Together, these core competencies provide a clearer path for career progression and immediate organizational impact. Which is critical for millennials and Gen Z’s entering the workforce.

Attracting and Retaining Talent and Creating an Engaging Culture
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As employee retention is key to success, and workplace culture plays a critical role in retaining staff, this webcast will provide proven ideas to create an engaging culture beyond financial compensation. By the end of this webcast, attendees will be able to:

Cultivating Transformational Human Capital | 2023 FOX Family Forum
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FOX has identified the cultivation of Human Capital as a key element of multi-generational success for business-owning families and other Family Offices that are focused on continuity, succession, and continual growth of family assets. The Frisbie Group in Palm Beach was originally founded by three brothers investing in a single rental property in Boston, Massachusetts while in college. It has since grown to involve nearly a dozen family members working side by side with external employees to focus on transformational residential and community development projects.

Human Capital Strategies for Growth: Talent Development and Workforce Planning
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Organizations can fuel growth by planning for their specific human capital training and talent development needs. In this conversation on human capital, get to know the key considerations for companies to successfully align their human capital strategies with business objectives. Learn the importance of aligning talent development plans with future business needs, focusing on roles of the future. And see how workforce planning, automation, virtualization, and hybrid work environments can optimize capabilities and support future organizational growth.

Ask The Experts: Navigating Unprecedented Growth | 2023 FOX Family Office and Wealth Advisor Forum
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Wealth advisors continue to experience rapid growth, which on its face is positive – but firms can get into trouble if growth is not properly managed. Join a panel of experienced wealth advisors explaining the ins and outs of effectively managing growth. Topics discussed include identifying the right clients for your business, creating efficiencies and processes that make growth more manageable, creating the right training for employees, how to analyze client profitability, and more.

Cultivating Qualitative Skills for the Family Advisor of the Future | 2023 FOX Family Office and Wealth Advisor Forum
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Family advisors often have a strong technical or financial background, but the importance of cultivating communication style, emotional intelligence, coaching skills, trust-building, and similar qualitative skills to serve clients cannot be overstated. Join a panel of peers who will share how they meaningfully engage with family clients and discuss the invaluable impact of continuous qualitative skill development in today's ever-changing family-advisory environment.

Q2 2023 Summary – Human Capital: Achieving a Balance
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For the second quarter, we turn our attention to the topic of human capital and the level of attention it is receiving among our members, and across the industry at large. You may recall during our January 18 webcast on “The Rise of Human Capital” we stated that the “New Era of Family Wealth” has arrived.

Best Practices for On-Boarding New Household Staff
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We have all been the new person at some point or another—the new person on the block, the freshman at the big university, a manager in a new office. In such hard-to-navigate situations, training and communications are integral parts of the on-boarding process. When both employee and employer are informed about one another’s needs, personalities, and expectations, everyone gets one step closer to success.