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The list of compounding emergencies – both natural disasters and beyond – that we face today seems increasingly difficult to manage. A resilient family office is able to efficiently lead through crisis, recover essential family office functions, leverage lessons learned, and continuously improve their capabilities. Though practical guidance abounds for the large commercial enterprise, few explore right-sizing these methods for the unique circumstances and mission of the family office.

Succession and Generational Transition is a key concern for over half of FOX’s family member leaders. Similarly, our rising gen research shows that 53% of the rising gen view leadership and skill development, as well as defining future roles in the family, as a challenge. Together, Sara Hamilton, Founder and CEO of Family Office Exchange, and Mindy Kalinowski Earley, FOX’s Chief Learning Officer, addressed the concerns and challenges of each constituent group, and provided solutions for preparation, transition and succession.

The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from a strong rebound in the markets during 2020, for some firms costs are rising faster than revenue. Now that we are in the midst of a receding pandemic, what does this look back on 2020 tell us about how prepared advisors were for the challenges? What strategies have they employed that served them well with their clients during this extraordinary time will sustain them through 2021?

FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 55th 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. By the end of this webcast, attendees will be able to: Describe the most important developments that will impact family offices and ultra-high net worth families in tax and estate planning in 2021

This annual cybersecurity update covers the leading threats you need to be aware of to keep your clients and your firm protected. 2021 cybersecurity trends and best practices will be shared.

One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Gaby Griffin, the Market Leader for Business Owners and Family Office Executives at FOX, and Jonathan Tunner, the Director of Private Investment Opportunities at FOX, will share the key themes that emerged from this year’s annual Global Investment Survey.

A well-intentioned and deliberate approach to adjusting public equity market structure through regulation can result in positive outcomes for investors, but that approach isn’t always what drives change in global equity markets. The media, investor advocacy groups, and legislators often intervene to influence the trajectory, and the outcome can be more of a mutation than an evolutionary process. We will discuss a range of recently implemented and currently contemplated equity and ETF market changes and how these changes have or could affect the way we invest – for better or worse.

Remember when the most difficult decision was selecting where to hold the family meeting? Welcome to the Family Meeting of 2021 where proper planning and expert facilitation matters more than ever. Live polling, hybrid gatherings, cocktail classes, visual notetaking, breakout groups, Zoom burnout, and the list goes on.

In this webcast, Carrie Morgridge, Chief Disruptor of the Morgridge Family Foundation (MFF), and Terry Young, Founder and CEO of cultural consultancy group sparks & honey, will share five cultural shifts changing giving. The five cultural shifts were discovered through a survey titled The Future of Giving that MFF and sparks & honey produced in collaboration.

The pandemic has accelerated innovation – we have seen 10 years of digital transformation practically overnight, adding momentum to the AI wave. As companies become more digital, AI becomes indispensable in driving cost efficiency, productivity, security, and superior user experiences at scale. Now more than ever, it is important to understand the transformative nature of AI and automation, their real-world applications, and the competitive advantage they deliver.