October 24: Reserved for Family Members, Family Office Executives, and FOX Thought Leaders Council Members
October 25-26: Open to all FOX Members
At the 2022 FOX Family Forum, family members, office executives, and their trusted advisors will come together to envisage how to address the critical challenges born from the largest wealth transfer in recent history. This October, FOX is excited to feature special Rising Gen programming within the Family Forum schedule - from exploring pathways of engagement in the family enterprise to a fireside chat with Ray Dalio, this Forum is not to be missed for all members of UHNW families. Top of mind topics will be contemplated such as effective family governance, shaping family values, solving the family office talent gap, and the new era of wealth management. If you are joining the event in-person, you can also take advantage of dedicated opportunities to connect with FOX subject matter experts and take advantage of FOX member resources during the networking breaks. All attendees will come away with ideas, tools, and frameworks to ensure a positive and productive enterprise for the future.
“If you are a wealth owner or advisor, it's a must!” - 2021 Forum Attendee
“The best place to learn about issues facing wealthy families and family offices.” - 2021 Forum Attendee
Members opting to attend virtually may do so by clicking the Credit Card option below. You will not be asked for a credit card at the end of registration, the system only needs a payment option selected in order to proceed.
| In-Person | Virtual | |
Individual Attendees | Forum Credit or $3,000 | $0 (Included in Membership) Unlimited on Eligible Days |
Multiple Attendees | Forum Credit or $2,700 |
Welcome to the 2022 FOX Family Forum. Peter Moustakerski, CEO, FOX Gaby Griffin, Interim Co-President, FOX David Toth, Interim Co-President, FOX Sara 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 Consultant David 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?"
Join FOX for a kickoff to the event and a remembrance of Glen W. Johnson. Peter Moustakerski, CEO, FOX Gaby Griffin, Interim Co-President, FOX David Toth, Interim Co-President, FOX
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 Commissioner Peter 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, GiveTeam David Toth, Interim Co-President, FOX Peter 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 Industries Peter Moustakerski, CEO, FOX
Peter Moustakerski, CEO, FOX Gaby Griffin, Interim Co-President, FOX David Toth, Interim Co-President, FOX
Ray Dalio, founder of Bridgewater Associates, will sit down for a conversation with FOX CEO, Peter Moustakerski. A global macro investor for more than 50 years, Ray Dalio founded Bridgewater Associates out of his two-bedroom apartment in NYC and ran it for most of its 47 years, building it into the largest and most successful hedge fund in the world and the fifth most important private company in the U.S. according to Fortune Magazine.
Philanthropy is no longer just a box to check on the year-end planning list – over the last decade, strategic philanthropy has emerged as an invaluable tool for maximizing family engagement and creating targeted impact. This overlap of values and interests provides critical structure for families to come together to make targeted gifts. Panelists from notable philanthropic organizations will share how families can sustain their legacy through strategic philanthropy, including how it can bridge generations and perpetuate shared family values.
Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corps status, why it matters, and how yours can too. Philippe Mauchard, Venture Partner and Former Chief Investment Officer, SPDG Ventures Peter Moustakerski, CEO, FOX