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This seminar is a deep dive into the topic of succession, including how to proactively plan for and manage family leadership transitions. Speakers will consider ways families can anticipate their needs before a succession crisis occurs. They’ll also cover how to open up communication with the rising generation and prepare them for their emerging re...

The past two years have tested even the most resilient families who have been challenged with balancing domestic obligations with home schooling and managing companies virtually. In the best of times, family held enterprises often have complex dynamics due to the relationships between employees. Given the uncertainty in the world, it is unsurprisin...

Jennifer Risher and her husband became extra-lucky beneficiaries of the dot-com boom. But sudden wealth had its challenges. Jennifer will shared her thought-provoking, personal story that explores the hidden impact of wealth on identity, relationships, and sense of place in the world. At a time when money is still a taboo subject even among those c...

Welcome to the 2021 FOX Family Forum.Glen W. Johnson, President of Membership, FOXPeter Moustakerski, CEO, FOX Sara Hamilton, Founder and Board Chair, FOX

This session revealed and examined the skills needed to be an effective leader in the post-pandemic era. Greg McCann, Founder and Principal, McCann & AssociatesCourtney Pullen, M.A., President, The Pullen Consulting GroupModerated by Jill Shipley, Managing Director, Governance and Education Practice, Tiedemann Advisors

Trust is the core value in family offices' work. It has been forged over decades and in some cases, generations. Trust has always been fragile, but in the digital space, even more so. How is trust redefined in a world where we will be conducting work mostly digitally? How do we choose technology that builds trust rather than destroys it? What are t...

In the last year, workers around the globe have experienced remote work, not by choice, but by necessity. Not surprisingly, many have found it a positive experience and hope they can continue working remotely even after the pandemic is over. Others miss the office and can’t wait to get back. No one size fits all. Now that the pandemic is coming to ...

FOX recently completed a new study on Complexity and Value. The study centers on the complexity that is reflected in a family’s size, structure and planning, and how that in-turn drives complexity and cost in the office. The study also reveals how the office provides value to the family in managing inherent complexity, mitigating risks, and leverag...

After an unprecedented, tumultuous year for the entire world, it’s time to take what was learned in 2020 to develop new approaches for the future. But can someone provide guidance on effectively managing the pace without all the pressure? During this session, Joy Taylor discusses ways to control short and long-term transformation and how...

Regulatory change is in the air. With the Corporate Transparency Act, post Archegos crackdown, and a congressional focus on tax revenues, family offices are in the center of critical regulatory conversations. What are the implications to existing and future family structures, privacy, and reporting? What is being done in Washington DC to bring an i...

Don’t miss this annual Family Office Forum update. Income and estate tax changes are highly probable, and speculation abounds regarding potential regulatory developments, all of which could significantly impact family offices and individuals. Learn what to watch and what, if anything, you might consider doing to protect your family and clients.&nbs...

The way work happens within Family Offices has changed – we are mobile, social, flexible, and adept at change. We trust data and expect technology to provide the solution to make us more efficient, productive and allow us to remain ahead of the curve. This new dynamic has made its way to the role of the CFO, which has undergone more changes in the ...

Cybercrime is the fastest growing crime in the U.S. according to Cybersecurity Ventures. As accessibility to technologies and methods to commit cybercrimes grows, it is critical now more than ever for family offices to stay aware of these issues and take measures to protect against cyber criminals. Join this session to learn about the latest cybers...

Today’s wealth management landscape, and more specifically the HNW & UHNW sector is growing rapidly with needs of new products and services. They are invested in Specialty Assets such as Private Equity, Partnerships, Hedge Funds, Direct Investments and SPACs are becoming more common and requires special asset servicing and reporting. Specialty ...