The 2021 FOX Rising Gen Forum is an opportunity for family members in their 20’s, 30’s, and 40’s, at all levels of experience to develop genuine connections with peers in similar situations and explore best practices in overcoming the challenges facing ultra-wealthy families. This virtual forum will unpack the nuances of family investment committees, explain direct investing, go in-depth on family boards, and more, all while allowing attendees to forge meaningful relationships and bond over shared experiences.
FOX Rising Gen Virtual Forum - May 25-26, 2021
Overview
The 2021 FOX Rising Gen Forum is an opportunity for family members in their 20’s, 30’s, and 40’s, at all levels of experience to develop genuine connections with peers in similar situations and explore best practices in overcoming the challenges facing ultra-wealthy families. This virtual forum will unpack the nuances of family investment committees, explain direct investing, go in-depth on family boards, and more, all while allowing attendees to forge meaningful relationships and bond over shared experiences.
- Learn what family investment committees are all about and how to feel confident joining yours.
- Hear from your peers about how they’re navigating their family boards and governance structures.
- Discover how to confidently assess a direct investment deal.
- Learn how to manage the challenges that come with a dominant family leader.
- Understand how your relationship with money impacts your overall wellbeing.
- Find out more about the FOX Rising Gen Leadership Program and if it’s right for your own personal development.
- Join your fellow Rising Gen community for a virtual happy hour where you’ll connect with peers, exchange ideas, and create a sense of community with one another.
Who Should Attend
Family members in their 20’s, 30’s and 40’s, who are looking to make connections with peers facing the same issues within their family’s enterprise should attend this forum.
In order to use the PDF registration form, please download Adobe Acrobat Reader if not already installed on your device. Please be sure all required fields* are filled in before clicking “Email this Form to Register.” We also encourage you to use the website registration system below.
Video Replays and Materials
What’s the first step in investing if you’re given the opportunity? How do you collaborate effectively within a committee of family members tasked with investing a portion of wealth? If you already have an investment committee formed, how do you report back to the family governing body or refine best practices? These questions and more will be addressed by seasoned FOX members with deep family investment committee experience.
How we talk about money matters. It affects our quality of life and our wellbeing. Too often, today’s consumer culture shapes our money habits and values. This can lead to consequences such as increased stress and diminished wellbeing — regardless of net worth. Nathan will discuss how all of us can think positively and proactively about our finances and our future — including bringing values into the equation when making decisions about money.