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The future is now and with it we are seeing many changes – for family members, for the family enterprise and family office, and for the external wealth advisors the family relies on. The transformation will be predominantly philosophical and cultural, resulting in a sweeping paradigm shift that will deliver better balance between managing the famil...

We are entering a New Era in Family Wealth. The New Era represents a distinct shift in families’ needs and priorities. Family wealth has long been defined mostly in financial terms, which led to growth and protection of the family’s financial capital as the overriding priority. Today, here is an emerging desire by more families to focus on purpose,...

Join FOX and our partner Grant Thornton as we explore the findings from our research on the current state of compensation and benefits in the family office space. This year’s surveys focused on Board, Trustee and Committee compensation, in addition to benefits and compensation offered to family office staff. We will explore themes and insights with...

Our annual cybersecurity update will discuss one of the leading cybersecurity risks to your firm and your clients—ransomware. With the instances of ransomware attacks rising every day, wealthy family offices are particularly attractive targets to cybercriminals. In this webinar, Baker Tilly Cybersecurity Principal Joe Shusko provides insights on ma...

Join FOX for a 2022 global economic update from Charles Schwab’s Chief Global Investment Strategist, Jeffrey Kleintop. Jeffrey will highlight important issues in the current economic cycle such as central bank policies, global interest rates, and inflation. He will provide commentary on the latest trends and events impacting international markets, ...

Direct investors are forging new paths into frontier investing on a daily basis. As ideas become reality in a constantly evolving realm, investors should seek guidance on seeing around the corners. Join us for a conversation with two experts in the life science and fintech space, where they’ll discuss the trends they’re seeing and share invaluable ...

Family office technology continues to grow at an exponential rate. While the new technologies are exciting, many family offices are still dealing in old data methods. The technologies of the early aughts are no longer sufficient for future client demands but changing them isn’t like changing a light bulb. What challenges and opportunities should yo...

The pandemic has created tremendous disruption on many levels causing dramatic changes in how we work, communicate, travel and manage risk. Our reliance and integration of technology has created data security risks across the office and family. Talent is on the move, and it remains difficult to find and retain critical employees, and where and how ...

Glen W. Johnson, President of Membership, FOX

This experienced panel of family leaders shared their insights from working with independent directors on governing boards (both Gen 2 and Gen 5 perspectives). They described the benefits derived from adding independent directors and how to find the right people for these important roles. They explored how independent directors help balance th...

Any owner at any age can gain ownership-related perspective and skills contributing to greater family harmony and business success. With two other authors, Gaia Marchisio, executive director at Cox Family Enterprise Center at Kennesaw State University, has written a book providing enterprising families and their advisors examples and practical advi...

Caroline Rose Hunt was the 3rd child of H.L. Hunt Jr. an American oil tycoon and entrepreneur. She established her family enterprise in the early 1980s, focusing on hotels and leisure, and exited in 2011. Today the enterprise holding company, The Rosewood Corporation, has a centralized ownership structure, headed by John Dziminski, enterprise presi...

Sara Hamilton, Founder and Board Chair, FOX Glen W. Johnson, President of Membership, FOX Peter Moustakerski, CEO, FOX

This seminar will begin with trends discovered from FOX’s biennial family office benchmarking survey and will be supported by family office case studies to bring several of the trends to life. The case studies will be used to illustrate a variety of best practices and strategies that were identified in the survey. Josh Kanter, President, Chicago...