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1195 results found
Breakout Session 2: The Business Owner’s Journey: Experiences Shared and Lessons Learned
Publish Date:
Oct 27 2016

Giving up company ownership can be the largest and most important step in a business owner’s career and many successful entrepreneurs are not well prepared to take it. In this break-out, the panel will delve into former business owners’ journeys, providing insights and strategies for the challenges business owners face when deciding wha...

The Importance of Private Capital: Insights from a Well-Known Investor and Philanthropist
Publish Date:
Oct 27 2016

Emotions are at an all-time high this election, but no matter who is voted into office, our investment goals aren't likely to change much. What's important is how we invest and where each of us focus our energies in the coming years. Our keynote conversation this year is with a recognized investor and supporter of social causes, Mellody Hob...

Impact Investing Across Asset Classes: From Strategy to Execution
Publish Date:
Oct 27 2016

Impact investing is gaining significant momentum in the family office community, with families investing the majority of the more than $60 billion allocated to impact fund strategies. This three-hour seminar will provide a high-level overview of the key elements of impact investing for family offices across asset classes. Topics discussed will incl...

Unleashing your Psychological Capital
Publish Date:
Sep 15 2016

In this unique presentation, Denise Shull and Bill Long will outline a radical view on the role of feelings and emotions in investment decisions. While conventional wisdom tells us to “remove the emotions” when it comes to investing, Denise Shull, drawing upon her years of study in neuroscience and her extensive trading experience, will...

A Mid-Year Investment & Political Outlook
Publish Date:
Jul 27 2016

With the U.S. election just months away, many are curious what the future holds for the economy and how new political leadership will impact their portfolios. Adding to the uncertainty is the fallout from Brexit and the looming changes that are sure to impact the European Union and beyond. In his mid-year economic forecast, FOX member and Atlantic ...

Office of the Beneficiary
Publish Date:
May 25 2016

As families prepare for an unprecedented $30 trillion transition of generational wealth, the focus is turning from “WHAT” needs to be done to the all-important “HOW” this will occur? Jay Hughes, author, strategist and sculptor of knowledge on the impact wealth has on families guided the FOX community on an exploration of the Office of the Ben...

What is Purposeful Innovation and What Trends are Driving Need?
Publish Date:
Apr 27 2016

Innovation is the cornerstone of enterprise today as businesses compete in their ability to provide unique service offerings and value to the clients they serve. Yet, innovation without purposeful planning, strategic dialogue and targeted implementation is costly, non-effective and disruptive. Alexandre will highlight the concept of purposeful inno...

Welcome, Program Overview and FOX Trends Update
Publish Date:
Oct 22 2015

A critical element of Family Office Exchange’s work is to identify trends and issues that have immediate and future impact on families of wealth. As such, Alexandre Monnier is pleased to share the trends emerging in the family wealth industry and how these trends will impact families today and well into the future, what families will need to ...

What Families Say They Want And Need!
Publish Date:
Apr 28 2015

Through research by Family Office Exchange and others, industry leaders have been able to uniquely pinpoint what families say they want and need. Amy Hart Clyne will share the ‘voice of the wealth owner’ while identifying the impact of these findings on the advisor of the future.

The Client of the Future: Experience, Expectations and Engagement
Publish Date:
Oct 23 2014

The new era of enterprising families will be characterized by an unprecedented transfer of wealth that is currently underway and will continue to escalate over the next twenty years. Unfortunately, not much has been determined about how these new recipients of wealth will actually engage within an existing family management wealth framework. ...

Expert Panel: Sports Team Ownership- Balancing the Rewards with the Responsibilities
Publish Date:
Oct 23 2014

As the economics of professional sports evolves, ownership of a franchise as a general or limited partner presents a unique investment opportunity. Chuck will facilitate a multi-disciplined panel with extensive experience in buying, selling and operating a professional sports franchise. The panel will discuss the legal and financial issues po...

Case Study: The Journey of One Family Office
Publish Date:
Oct 23 2014

The Sackler family has been a multi-generational investor in hedge funds for over 20 years. They recently transitioned a portion of their portfolio from traditional limited partnership structures into liquid alternatives, also known as alternative mutual funds or ’40 Act vehicles. Are these vehicles the truest form of innovative disrupt...

Luncheon - Speaker Adam Braun - The Promise of a Pencil
Publish Date:
Oct 23 2014

As a student, Adam Braun, was inspired by a film to travel to developing countries to see poverty firsthand. In India, he asked a boy he encountered what he wanted most. The reply stunned him: "a pencil." Braun gave the boy his pencil and never forgot how his face lit up. He returned home with a goal of starting an organization to r...

Event Recap - 2014 FOX Wealth Advisor Forum
Publish Date:
May 07 2014

Family Office Exchange and guests reflected on today’s “new breed” of advisory service. While options are plentiful, obtaining and maintaining an optimal client experience remains dependent on integrating the unique needs of the family with the individual knowledge, skills and talents of advisors and the systems and processes that...