Rising Gen at the 2024 FOX Family Forum

Overview

Sunday, Oct 27, 2024 - 04:30pm
Monday, Oct 28, 2024 - 12:00pm
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REGISTER


Click on the button above or use this link to register for the program. 

Region
Location
Atlanta, GA

    Sunday, Oct 27, 2024 - 04:30pm
    Monday, Oct 28, 2024 - 12:00pm

    Exclusively for our Rising Gen members, join us for Rising Gen at the Family Forum and connect peers facing similar challenges in their family. You will come away with ideas, tools, and frameworks to ensure a positive and dynamic enterprise for the future, and your place in it. You can choose to stay on to attend the whole Family Forum for additional learning and connection, or to just attend the Rising Gen programming. We hope to see you in Atlanta!
     

    Who Should Attend 

    Family members in their 20s, 30s, and 40s, who are looking to make connections with peers facing the same challenges within their family's enterprise should attend our Rising Gen events and programming. 

    Registering for the Program 

    Please note that forum credits or a registration fee are required to attend. Additional discounts are available for multiple members of your family to attend in-person if attending the full Family Forum program. Please contact your relationship manager or events@familyoffice.com for more information. 

    For questions regarding attendance eligibility please contact your relationship manager. 

     

    Pricing

     

      FOX Members
    (Accepts Credits)
    Non-Member
    Rising Gen program only $1,600 $1,600
         
    Family Forum: Includes Rising Gen program (for eligible attendees)
         

    Individual Attendees

    $3,650

    $4,550

    Multiple attendees from the same family

    $3,300

    $4,100

     

    For more information about the Family Forum, visit us HERE

    Program Locations:

    Sunday October 27th Sessions and Dinner: Ponce City Market, 675 Ponce de Leon Ave, NE
    (10 minute car ride from the Loews Atlanta)

    Monday October 28th Breakfast and Sessions: Loews Atlanta, 1065 Peachtree St, NE

       
    Sunday, October 27
       
    4:30 pm Welcome / Icebreaker
     
    5:00 pm Andrew Family Story of Spousal Integration and Inclusion
    Often families struggle with effective ways to engage their rising gen and preparation for newcomers to join the family via marriage. Concerns of preserving family traditions, legal rights, and governance are imminent when a spouse enters a new household.

    Join us to learn firsthand of a spousal integration and family engagement survey created by the family’s very own rising gen member, Marissa, a spouse who married into the family. Panelists will discuss the creation and design of the survey tailored to their 13+ G3s, what they learned from the responses, and how it impacted the spousal integration within their own family.

    Laurel Andrew, Vice President & Senior Trust Officer, Andrew Trust Company, and Treasurer of the Andrew Family Foundation
    Marissa L. Evans, Owner, Marissa L. Evans Coaching + Consulting
    Kathi Willett, Chair of the Family Education and Communication Committee, & Family Liaison to RG Committee, Andrew Trust Company
       
    6:30 pm

    Rising Gen Dinner at Ponce City Market

       
    8:30 pm

    Rising Gen Dinner Concludes

       
    Monday,

    October 28

       
    8:30 am

    Breakfast, Welcome, Warm up Activity
    Heather Asher Abramson
    , Director, Relationship Manager, FOX
    Mindy Kalinowski Earley, Chief Learning Officer, FOX

       
    9:15 am

    Rising Gen Leadership Development
    Recent FOX research has highlighted two key challenges future family leaders are experiencing—1) defining their future roles within the family/family office (56% of respondents), and 2) navigating family dynamics (53% of respondents). This session will help participants reflect on what they can do to prepare themselves for future leadership role, become an effective participant in the boardroom, build trust, and ensure their voice is heard.

    At the end of the session, participants will:

    • Recognize the changing nature of organizations and leadership
    • Understand the four key elements of effectively operating within a complex family context:
      • Social astuteness
      • Influencing skills
      • Networking ability
      • Bringing their best, authentic self to the role
    • Consider how these themes relate to their specific family context and what they can do differently to be more successful in the short- and long- term.

    Richard Jolly, Organizational Consultant and Clinical Professor

       
    10:00 am

    Leadership Development Breakouts

       
    10:30 am Break
       
    11:00 am

    Leading from Where You Are – Rising Gen Challenges of Engagement
    Hear your peers explore the leadership challenges and successes within their family enterprises. This session will focus on methods to improve communication within family systems and insights gained from past experiences. Come with questions and hear from a panel of other rising gen leaders on key takeaways from navigating their own family enterprises.

       
    12:00 pm

    Closing Remarks

       
       

    Loews Atlanta
    1065 Peachtree Street NE
    Atlanta, GA  30309

    Phone: 404.745.5000

    Reservations: 1.877.872.0104

    FOX has reserved a limited number of rooms at the Loews Atlanta at a rate of $259 per night plus applicable taxes.

    You may book rooms online at the discounted rate by clicking HERE.

    Forum attendees are responsible for making their own accommodation arrangements. The cutoff date for hotel reservations at this special conference rate (subject to room availability) is Monday, October 7, 2024.