Resource Search

Join Nate Hamilton and Peter H. Diamandis, MD for a discussion on the latest longevity-related diagnostics and therapeutics, and the recent breakthroughs on how to slow, stop and even reverse aging.

The internet and specifically e-commerce has grown exponentially over the last 30 years, incorporating nearly every aspect of trade. As a result, industries and governmental agencies have blossomed to ensure cybersecurity, expending over $150 billion annually to combat this persistent threat. As this market segment continues to expand, crippling cybersecurity intrusions have increased dramatically affecting nearly every sector including finance, health care, infrastructure, and defense systems.

A well-functioning board is a crucial component to help the family business achieve longevity and growth. From risk mitigation to culture oversight, a good board can be an important resource for the company, shareholders, and stakeholders. In this discussion, Meghan Juday, IDEAL Industries Chairman and Founder of The Lodis Forum, a peer group for women in board leadership roles, will address key insights and lessons to establish or refresh a board.

The family meeting is an important element of the larger family education and communication strategy. Join Edouard Thijssen, Co-Founder & CEO of Trusted Family, and Mindy Kalinowski Earley, Chief Learning Officer at Family Office Exchange, for an educational discussion informed by their decades of work with families.

Investors have long understood the value of seeking geographic diversification but, family offices have probably not fully appreciated what many other institutional investors such as pension funds already understand — the potential of seeking some of that diversification in India. Please join us for a discussion with IIFL Asset Management’s CIO, Anup Maheshwari, to highlight India’s economic track record, potential for growth and low correlation with western economies.

In 2022 Dr. Jamie Weiner published The Quest for Legitimacy: How Children of Prominent Families Find Their Place in the World, a collection of qualitative research modeling rites of passage, pathways to individuation, creating trusted partnerships, and addressing family dynamics. Similarly, in 2022 FOX has conducted focus groups and a rising gen study, which affirms what we know about rising gen, and illuminates the methods to ensuring success and fulfillment.

Join FOX for a 2023 global economic update from NEPC’s Head of Asset Allocation, Phillip Nelson. Phillip will highlight the key investment themes of 2023 and the new trends challenging the behavioral biases investors have been conditioned to expect over the last decade. He will provide commentary on the market outlook for public and private markets and discuss the key issues surrounding central bank policy, inflation, and labor markets. Phillip Nelson, CFA, Partner, Head of Asset Allocation David Toth , President of Membership, FOX

FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were addressed at the 57th Annual Heckerling Institute on Estate Planning. Key legislative, regulatory, and case law updates impacting ultra-high net worth families and their family offices will be covered. Mandy Chardoul, Partner, Plante Moran Troy Farmer, Director, Regional Wealth Strategist, FORVIS Scott Winget, Enterprise Market Leader, FOX

We are entering a New Era in Family Wealth. The New Era represents a distinct shift in families’ needs and priorities. Family wealth has long been defined mostly in financial terms, which led to growth and protection of the family’s financial capital as the overriding priority. Today, here is an emerging desire by more families to focus on purpose, education and leadership or the human capital element.

Deb Hoover served as President and CEO of Burton D. Morgan Foundation for 15 years, and during that time she played an integral role in fulfilling the donor’s vision of advancing entrepreneurship in northeast Ohio. She has also served in leadership roles for two other private foundations. Deb will share a number of practical tips for families with foundations such as clarifying donor intent and how to sustain it over time, and interaction with well-meaning family members reevaluating the donor’s original mission and vision.