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In this session we will explore how families make a difference on issues that are important to them through their businesses, their investing and their giving. Increasingly, we observe how families, wishing to make an impact with their wealth in their lifetime, have found creative ways to integrate both business concerns with philanthropic goals. B...

Upon the sale of the Knell family’s operating business, Harvey was confronted with a new set of challenges. How could he work to “let go early” like his father did so effectively, how he would support the transition of his family wealth, and most importantly to Harvey, how would he ensure critical skills were developed within his ...

A panel of FOX Enterprise Leaders will share best practices that global families use to strengthen their family enterprises. When the family values the continuation of the family and their enterprise beyond the original operating business, a set of guiding principles and practices lead the way for generations to come. Topics in this session will in...

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The FOX Spring Global Investment ForumTM was held in San Francisco on March 13th. The Forum brought together many of the most sophisticated investors of private capital across the FOX community. The Forum addressed many of the increasing challenges that investors have when investing long-term capital in this time of significant disruption.

Imagine what the year 2030 might look like for you and the people you serve. What key trends must be watched as we anticipate the world over the next 10 to 15 years? As a community dedicated to providing for families of substantial wealth, what can we do today to not only plan for, but also influence our shared future? How can we focus our thinking...

If you’re looking for ways to compare your family office performance and demonstrate the value the office provides, this session is for you. FOX Benchmarking is designed to help participants celebrate their successes and identify changes to improve performance. Find out how data and insights from the newly released FOX Family Office Study app...

This is a segment from the 2017 FOX Fall Forum seminar, Family Learning Programs: Designing for Engagement You can view the full video of the seminar, or explore more clips from it here:Group Exercise on Family Readiness and Benefits of LearningKim Schneider Malek, Founder, Family/Enterprise Alliance, LLC, Kischma ConsultingCreating ...

This is a segment from the 2017 FOX Fall Forum seminar, Preparing the Individual, the Family, and the Family Business for the FutureYou can view the full video of the seminar, or explore more clips from it here:Understanding Your Business Planning Cycle and Timely Decision-MakingAnn Dugan, Senior Managing Director, Consulting, F...

This is a segment from the 2017 FOX Fall Forum seminar, Preparing the Individual, the Family, and the Family Business for the FutureYou can view the full video of the seminar, or explore more clips from it here:Sustaining the Family BusinessGreg Cessna,CEO, Northbound ConsultingUnderstanding Your Business Planning Cycle and Time...

This is a segment from the 2017 FOX Fall Forum seminar, Preparing the Individual, the Family, and the Family Business for the FutureYou can view the full video of the seminar, or explore more clips from it here:Sustaining the Family BusinessGreg Cessna,CEO, Northbound ConsultingLeadership Preparation in the Succession Journey&nb...

As we travel through life, the people we meet, the things we learn, and the goals we set influence our paths. The experiences we collect along the way and the stories we tell about them connect our past to our present and help us set a course for the future. At the 2017 FOX Fall Forum, held October 23-25 in Chicago, we heard from several...