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All families have drama. However, in complex family and family-business environments, the toxic residue the drama leaves can’t easily be tolerated. Fortunately, we know the antidote: conscious, trust-based leadership. In this session, Jim Dethmer, advisor and co-author of The 15 Commitments of Conscious Leadership, will facilitate an int...

Increasingly, companies of all stripes are being stressed to manage their reputations in a world that is always on, more social, and more contentious than ever. The problems faced can be even more challenging for family-owned businesses. Family members and businesses are increasingly asked to take stands on social concerns and political issues by t...

The most important risk to a family is not meeting your goals, not loss in your portfolio, according to Ashvin Chhabra, author of The Aspirational Investor and the landmark paper Beyond Markowitz: A Comprehensive Wealth Allocation Framework for Individual Investors. Ashvin will offer a practical, innovative framework for making smart...

Family office executive, Jill Koosmann, with G5 family members, Katherine Hayes and Kate Tilney, will highlight how the family and office staff worked together to complete a significant generational transition. Learn how they worked together to meet the family’s current needs, while respecting the evolution of the family’s culture. By a...

When FOX member Elizabeth Carlock Phillips assumed leadership of the Phillips Foundation in 2013, she and the trustees moved deliberately and with great passion to re-align the corpus as well as the grant-making function of the foundation with their family values. In order to do so, she sought out new relationships with impact-oriented financial ad...

Longevity is a gift only if you know how to use it. Covie will share insights from vibrant elders about the factors that allowed them to design meaningful later lives as well as the best practices that each of us can put in place today to ensure that our aging impacts our families more positively than negatively.Covie will lead us through a plannin...

Like the Fink Family, a growing number of families are investing directly into impact companies and for good reason. There are great investment opportunities and investors can pick the specific type of positive impact they would like to see (sustainable fishery, renewable energy, financial inclusion, etc.). But investing directly into companies eff...

Learn how non-family business executives can lead discussions on succession and why you may want to facilitate this process. In this session, Charlie and Jonathan will share data and case studies from successful (and unsuccessful) successions at leading family enterprises and engage in a group discussion to help answer the following questions:What ...

Families of exceptional wealth enjoy abundant resources to achieve family goals, but also face peculiar, idiosyncratic risks not easily managed through traditional means. This session explores a framework for managing those risks while taking advantage of the unique edge which families can have over other investors.In this session, an experienced g...

As new social and geopolitical conflicts arise, threats to a family’s security and well-being change. This landscape has materially shifted over the last few years and, as a result, families need to be prepared to address a variety of personal, physical, and cyber risks.In this session, family security directors from three single family offic...

Long before they were founders of Priceline.com, Betsy and Jesse Fink shared a passion for environmental solutions. Post IPO, they chose to focus more deeply on their early interests by building an integrated, systemic approach for identifying and solving environmental issues. They also became early adopters and field builders of venture philanthro...

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...

Many FOX members have come to realize that effective education programs don’t just happen, they are creatively designed with specific outcomes in mind. Come to this session to hear from several chief learning officers who are positively impacting their families by designing engaging experiential programs for each generation. Program overviews and l...

Family businesses transitioning from the owner-manager stage to a larger and more diverse family ownership group often lack the practices necessary to assure owner alignment and avoid conflict. Many times, owner groups are perched on the lip of what we call the “conflict spiral,” ready to descend into fractured communication and hostile...