In-Person Agenda

Monday, July 10, 2023

Optional Session:
Developing the Family Advisor: A Learning Session to Explore FOX's Family Advisor Training Program
Come to explore the program and engage with advisors who've already attended to hear their perspectives and  the program's impact. 

FOX has recently designed and launched a dynamic, transformative training program focused on developing qualitative skills for advisors and family office leaders. The training program explores core curricular topics like family dynamics, emotional intelligence, and coaching skills. Whether you are a seasoned professional or aspire to lead complex family client engagements, the training is designed to equip you with the knowledge and skills needed to navigate the interpersonal complexities of family-owned businesses and enterprises.

Community Welcome Luncheons:

• Family and Single Family Office Luncheon
• Advisors, Specialists and Multi-Family Office Luncheon

Welcome to the Forum

Scott Muench, Managing Director, Core Membership, FOX
David Toth, President of Membership, FOX

Building a Last 8% Culture: Keep Your Best People
With 40-70% of people contemplating leaving their jobs, the challenge of retaining your top talent has never been greater. Yet, with many new hires in your organization and the challenges of a hybrid workplace, you are struggling to re-establish one of the most important levers you have to retain your best and brightest: your culture.

In this powerful live keynote address, your managers and leaders will hear the results from our recent study of 6,500 leaders from a variety of organizations which looked at what kind of culture makes people want to stay and give discretionary effort in the current environment.

Bill Benjamin, Keynote Speaker, Partner, Institute for Health and Human Potential  

Introduced by Scott Muench, Managing Director, Core Membership, FOX

1.25 CPE | Specialized Knowledge

Cultivating Qualitative Skills for the Family Advisor of the Future
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.

Alexander Hill, Relationship Manager, Maestro
Robert Persons, Director of Advisory Services, The Family Office at Synovus
Justin Thompson, Managing Director, Client Advisory Team, Tolleson Wealth Management

Moderated by Jeff Strese, Family Learning and Leadership Consultant, FOX 

1.0 CPE | Specialized Knowledge

Tuesday, July 11, 2023

Breakfast
Take advantage of the opportunity to explore important themes within the family office industry over breakfast with peers. The following optional table topics will be available for attendees to choose from. 

• Private Trust Companies
• The Rising Gen
• Human Capital
• Governance

Welcome and Exploring Emerging Themes from 2023 FOX Research
Get up to speed on the latest results and relevant themes from FOX's Family Office Benchmarking Survey, Global Investment Survey, and Multi-Family Office Survey. 

Hilary Leav, Director, Insights & Research, FOX 
David Toth, President, Membership, FOX

2023 Regulatory, Trust, Tax, and Estate Planning Update
Don't miss this annual in-depth update. A panel of experts will review recent and potential income tax, trust, and estate planning laws, regulations, and cases in order to discuss managing key challenges and opportunities in 2023. Discover what to watch out for, what to stop worrying about, and what you should consider doing to protect your clients. In addition, a discussion on the Corporate Transparency Act will be included as we look toward 2024 reporting requirements. 

Meredith Johnson, Partner, BPM
Jason J. Kohout, Partner, Foley & Lardner LLP

Moderated by Scott Muench, Managing Director, Core Membership, FOX

1.25 CPE | Taxes

As the importance of retaining high-performing employees becomes more apparent in a challenging economy, employers should examine what they offer employees beyond financial compensation. Speakers will share the pros and cons of employee benefits to consider such as hybrid work environments, mental health services, parental leave, nursing mothers' programs, and more. Additionally, company efforts such as DEI and social impact, and developing a consistent workplace culture will be addressed.

Paul Westall, Co-Founder, Agreus Group
Michelle Jezycki, HR Advisor, Tsotsorkov Family Office 
Ashley Taff, Senior Vice President, HUB International

Moderated by Peter Leo, Director, Human Capital, FOX

1.0 CPE | Specialized Knowledge

Luncheon

Breakout Sessions
(Please Choose One)

Ask The Experts: Navigating Unprecedented Growth – (Open to all Forum Attendees) 
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. 

Katherine Dunlevie, President and Chief Executive Officer, The Family Office at Synovus
Richard Joyner, President, Tolleson Wealth Management
Andrew L. Busser, President, Family Office, Pitcairn

Moderated by David Toth, President, Membership, FOX

1.0 CPE | Specialized Knowledge

- OR - 

Examining The Family Office Governance Journey (Open to all Forum Attendees, Recommended for Family Offices)   
Every family office is unique, and so are the governance structures needed to meet the family's objectives. This session will help attendees understand when a family office should implement more (or less) formal governance components - from committees to councils to bringing in outside directors alongside family members. Attendees will walk away with a solid understanding of the family office governance lifecycle, including indicators on when to add or remove governance elements.  

Kim Kamin, Partner & Chief Wealth Strategist, Gresham Partners LLC
Sara Montgomery, Principal, Family Legacy Services, Plante Moran 
Holly Pantzer, National Industry Leader, FORVIS Private Client
Moderated by Mandy Chardoul

Introduced by Gaby Griffin, Managing Director, Council Members, FOX

1.0 CPE | Specialized Knowledge

Networking Break

Breakout Sessions
(Please Choose One)

Technology in the Family Office 
Join our FOX Chief Technology Officer and a panel of Partner experts for a discussion on new software, future paths of technology, A.I., and technology services for advisors and family office.

Use this opportunity to ask your own questions to a group of experts in the family office technology space.

Kent Lawson, Chief Technology Officer, FOX

1.0 CPE | Specialized Knowledge

- OR - 

Exploring Single Family Office Fee Allocation Methodologies – (Open to Families and Single Family Office Executives)
Each family office has a unique set of structures, assets, values, and goals, which lead to different methods for allocating costs across entities and clients of the office. A panel of family office executives will explain their cost models and how they were designed. And a professional family office consultant will help attendees review distinct methodologies that can best support the values and objectives of the family.

Bruce Geier, CEO, RMS Investment Group, LLC 
John Dziminski, President and CEO, The Rosewood Corporation
Brian Carter, Partner, Plante Moran

Moderated by Scott Muench, Managing Director, Core Membership, FOX 

1.0 CPE | Specialized Knowledge

Peer Dialogues

Family Office Dialogues - Open to Families and Single Family Office Executives

• Small Family Offices (1-6 employees)
  • Chris Herbert, Senior Relationship Manager, FOX
  • Kent Lawson, Chief Technology Officer, FOX
• Medium-sized Family Offices (7-14 employees)
  • Heather Abramson, Director, Relationship Manager, FOX
  • Emma Gross, Associate Relationship Manager, FOX
• Large Family Offices (15+ employees)
  • Stephanie Simmons, Director, Relationship Manager, FOX
  • Gaby Griffin, Managing Director, Council Memberships, FOX

Wealth Advisor and Specialist Peer Dialogue - Open to Advisors, Specialists, and Multi-Family Offices

• David Toth, President, Membership, FOX
• Scott Muench, Managing Director, Core Membership, FOX​​​​

This reception showcases FOX Specialized Advisors allowing family office executives to glean a unique perspective and access advisors with specialty solutions focused on the family office industry that aren’t often profiled at larger events. Each advisor will be available for attendees to approach while enjoying cocktails and appetizers. In this relaxed format, discussions can lead to informative conversations and knowledge sharing on unique services within the family office market.

Wednesday, July 12, 2023

Breakfast
Take advantage of the opportunity to explore important themes within the family office industry over breakfast with peers. The following optional table topics will be available for attendees to choose from. 

• Private Trust Companies
• The Rising Gen
• Human Capital
• Governance

Mid-Year Market & Investment Check Up: What Family Offices Need to Know to Navigate the Remainder of 2023

As we head into the second half of the year, questions surrounding the global economy and financial markets remain. Is the U.S. headed for a recession? Will there be secondary effects from divergent Global Central Bank policies? Does the 2024 political cycle matter? And importantly, how should family offices invest capital given the current and future global market dynamics? 

Join Fiducient Advisors’ Brad Long, CFA, Chief Investment Officer and Adam Newell, CFA, CFP, Director of Family Office Consulting, for their mid-year market updates and valuable investment insights.

Bradford L. Long, CFA, Partner, Deputy Chief Investment Officer, Fiducient Advisors
Adam Newell, CFA, CFP, Partner, Director of Consulting, The Wealth Office, Fiducient Advisors

Moderated by Scott Muench, Managing Director, Core Membership, FOX

1.0 CPE | Specialized Knowledge

The Shared Responsibility of Nurturing the Family Legacy
Families tend to focus on the technical elements when planning wealth transfer, including management of their investments and estate planning. However, to build a long-term foundation for success, it's just as critical to strategically prepare the people in a family. Come to this interactive discussion to learn realistic best practices for strengthening the 'people-side' of your Family Office planning, including communication, education, and preparation- for future roles.

Heather Winslow-Walker, UHNW Senior Family Legacy Strategist, Vanguard 

Moderated by Mindy Kalinowski Earley, Chief Learning Officer, FOX   

1.0 CPE | Specialized Knowledge

New Balance: The Inflection Point Facing Family Wealth

For the past 3 decades, the private wealth industry has been heavily focused on, and dominated by, highly technical disciplines, such as investment management, tax and accounting, and trust and estate planning, with solutions primarily serving the financial capital of enterprise families and the vision of prior generations. The qualitative needs and wellbeing of future generations expected to benefit from these solutions have rarely been a focus of industry practitioners. Today, we're at a turning point, as the next generation of family leaders, family office professionals, and wealth advisors face existential questions about the meaning of wealth, the purpose of the family office, and the family's definition of multigenerational success. Qualitative objectives, such as happiness, personal fulfillment, and family unity are rising in prominence and propelling human capital to the top of the family agenda.

Peter Moustakerski, CEO, FOX

1.0 CPE | Specialized Knowledge