FOX Rising Gen Forum
Overview
The 2019 FOX Rising Gen Forum is an opportunity for family members in their 20s, 30s and 40s to meet and build relationships with other members of the Rising Gen community who are in similar situations. The Forum provides a place where you can have the authentic conversations you might not be able to with friends or business colleagues.
Participants learn about family dynamics as a rising generation member and best practices in navigating the unique challenges facing families with shared ownership. The Forum provides a great place to make genuine connections, learn, and bring new ideas back to the family and family office.
The FOX Rising Gen Forum will offer participants an opportunity to learn from other families and:
- Hear how a 5th generation family member from a storied family works to bring about social change by blending family legacy and family values to shape a new approach to managing capital and philanthropy.
- Explore the good, the bad, and the ugly around formal succession and transfer of power and control within families of wealth with a Gen 6 family who will discuss their recent generational transition.
- Understand from a father-daughter team about what it means to be an engaged beneficiary and how they make the trustee-beneficiary relationship work.
- Bring your issues, concerns and burning questions to a roundtable discussion with FOX subject matter experts on topics such as governance, leadership roles, family dynamics, and effective communications.
FOX Rising Gen Forum Participants are invited to join us for the FOX 30th Anniversary Forum Family Seminars and Dinner on Monday, October 28, included with FOX Rising Gen Forum Registration. Additionally, participants are encouraged to register for the full FOX 30th Anniversary Forum which runs through Wednesday, October 30.
Online registration is now closed. If you would like to register for this event, please email events@familyoffice.com
Rising Gen Forum Fall Materials Page
Explore the good, the bad, and the ugly around succession and generational transitions of power and control within families of wealth. Hear from one Gen 7 family on their recent generational succession, what prompted the transition, and how they navigated the practical and emotional challenges.Nate Imfeld, Attorney, Foley & Lardner, LLPTorri Hawley, Windway Capital, NextGen
What does it mean to be an engaged and responsible beneficiary? We will explore the roles and responsibilities of a trustee, and learn from a father-daughter team about how they make the trustee-beneficiary relationship work. We will understand the roles each party plays and how to effectively approach trust-related communications.Robert Hammett, Vice President, ChiFam LLCStephanie Hammett, ChiFam LLC, NextGenSarah Kerr Severson, Partner, Schiff Hardin, LLC