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Navigating family dynamics can be challenging in any family, however, add the complexity of significant wealth or business ownership and those challenges can amplify. As a Rising Gen, knowing how to initiate and manage difficult conversations around substantive family issues such as conflict, succession, and engaging the next generation c...

Please join us for our third FOX Rising Gen Forum on May 5-6, 2019. This community was created to help connect like-minded peers looking for an opportunity to learn, share experiences, and develop skills as leaders within your families.Our Spring event offers next generation family members a place to connect and build community with like-minde...

Major disruptions to the normal course of business are heading our way, and enterprise families will be uniquely challenged by unforeseen risks and opportunities. As trusted advisors to ultra-wealthy families and enterprises, our industry needs to understand how to have effective conversations to prepare clients for these looming disruptions. To ad...

Identifying the trends and issues with an immediate impact on families of wealth is a large part of our mission at FOX. We’ll explore what’s on the minds of members, including the changing needs and demographics of owners, trends regarding asset allocation, the family office of the future, the shifting talent paradigm, and much more.

This year’s FOX Wealth Advisor Forum focused on how advisor firms could effectively evolve in the midst of great change. As an industry, we are seeing massive transitions across client demographics, talent, the skills needed to deliver an optimal client experience, and unparalleled technological disruption. Many advisors are preparing to addr...

Paulina Cromwell, CFA, Product Manager, Family Office ExchangeCharles B. Grace, III, Managing Director, Family Office ExchangeThis session will explore the landscape of strategic investment advisors and explain how families and family offices utilize different advisory models. We will compare business models (levels of...

There is often a silver-lining in the dark clouds of uncertainty and change. Families who are able to effectively navigate turmoil in a market disruption to find opportunity will thrive. We will hear from several families who are thoughtfully embracing risk, investing in industry disruption, and finding significant growth.Miguel Lopez de Silanes, M...

During our time together, we will discover how to bring meaning to our work, identify our own purpose priorities, and understand how to use our voice for change. This session provides an opportunity to bring together these essential building blocks to tell a powerful story about the impact we want to have on our families and the world. Being able t...

The Rising Generation has been called “The Generation of Impact,” as we operate not only with a value-centric mindset but are insistent upon contributing to and seeing change. But how do we influence family leadership to think differently, and give us a seat at the table? In this interactive discussion, we will hear stories from peers w...

The 2017 Tax Act presents planning opportunities around the choice of entity. Existing clients with pass through entities like S-Corporations and LLCs need to consider if maintaining this status is prudent given the changes in the tax law. In the past C-Corporations considered elections to become pass through entities to avoid two tiers of tax. Wha...