2019 FOX Family Office Forum Digital Binder
Publish Date:
Jul 23 2019
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Increasing Efficiency: Automation, Bots, and the Family Office
Publish Date:
Jul 23 2019
Every family office has a long list of labor-intensive, repetitive activities that require data processing across multiple applications and currently consume precious staff hours. What if there were another way? In this session you will learn about new developments in Robotics Process Automation (RPA) and Intellig...
CCPA is Coming: What You Need to Know
Publish Date:
Jun 26 2019
Last year California passed the most sweeping change to US privacy law to date. The California Consumer Privacy Act (CCPA) comes into force on January 1, 2020 and brings with it many new compliance requirements for companies who collect, share and use the personal information of Californians. Companies need to examine their practices with respect t...
Crypto vs. Blockchain: How to Separate What's Real and What's Hype in the "Blockchain Revolution"
Publish Date:
Jun 05 2019
There is a lot of hype (and frankly a lot of nonsense) surrounding the so-called "blockchain revolution." But with firms like Fidelity, JPMorgan, and Facebook getting involved -- and institutions like Yale, Harvard, and MIT investing -- there must be something real there. In this session, Bitwise's Global Head of Research, Matt Hougan, explored cry...
Highlights from the 2019 Survey on Values-Aligned Investing
Publish Date:
May 22 2019
This year, FOX included a values-aligned investing chapter in our Global Investment Survey for the first time. We gathered deep, meaningful data on responding families and look forward to sharing it with you. Join us as we shared how the world’s leading families are deploying capital to values-aligned strategies, as well as the challenges and oppor...
Results Oriented Trusts: Balancing Settlor Intent with Beneficiary Needs
Publish Date:
May 08 2019
More and more families are looking to ensure that their philosophy and values align with their goals in creating trusts. A results-oriented trust is one that has been particularly designed as a tool to encourage beneficiaries’ behaviors in their realms of work, charity and socially responsible choices. Often times beneficiaries feel guilty, embarra...
Three Degrees of Engagement in Personal Investing (Intermediate)
Publish Date:
May 06 2019
Whether you are an experienced investor or just learning to understand a financial statement, these sessions will provide you with information to better grasp your own and your family’s financial picture and give you hands-on strategies to apply your learnings.An introductory session will focus on financial ...
Three Degrees of Engagement in Personal Investing (Advanced)
Publish Date:
May 06 2019
Whether you are an experienced investor or just learning to understand a financial statement, these sessions will provide you with information to better grasp your own and your family’s financial picture and give you hands-on strategies to apply your learnings.An introductory session will focus on financial ...
Developing Your Personal Brand
Publish Date:
May 06 2019
Branding isn’t limited to marketing a product, service, or business. Articulating a personal brand – a statement about who you are and what you have to offer – is a powerful way to direct your career development and control how you are perceived within your family. This interactive session will g...
Family Dynamics: Effective Family Conversations
Publish Date:
May 05 2019
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...
Creating a Personal Learning Plan
Publish Date:
May 05 2019
Whether your goal is financial literacy, personal growth, or preparing for transition into leadership, having a clear plan to gain the skills, knowledge, and experience you need is essential. Understand components of an effective plan to help align your learning with your values, goals, and ambitions.
FOX 2019 Rising Gen Forum Digital Binder (Spring)
Publish Date:
May 05 2019
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...
Trends in Integrated Wealth Advisor Selection
Publish Date:
May 02 2019
It’s no surprise that the integrated wealth advisory industry focused on ultra-high net worth families is highly competitive. This session will take a smart look at the selection process from the perspective of families and advisors. The discussion will cover trends in advisor selection as well as key elements driving the search process....
Thematic Investing: Harnessing Artificial Intelligence and Data Science to Build the Portfolio of the Future
Publish Date:
May 02 2019
The premise of thematic investing is seductively simple. Markets over the long-term are driven by earnings growth and thematic investing looks to identify long-term trends that are likely to drive disproportionate earnings growth in the future. Artificial intelligence, for example, isn’t just about the next revolution of computing. It will ch...
Helping Families Navigate Opportunities and Risks in Uncertain Times
Publish Date:
May 02 2019
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...