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As research continues to validate the need for cultural alignment within families as well as between families and the advisors who serve them, there is continued need for effective assessments that measure culture and clear approaches to manage sustainable change. Tim Kuppler will guide participants through The Organizational Culture Inventory®&nbs...

The growth in data is a function of multiple technological advancements in and around financial services.The adoption of cloud, mobile technologies and apps, wearable devices, intelligent/smart networks and systems, Internet penetration and usage, are some of the major factors for growth in overall data. To put this into perspective, IDC estimated ...

Much has been documented about the transformation that is occurring around making money while also making a difference. Impact Investing, which was once was a nice idea is now becoming a mandate as approximately $30 trillion of wealth is projected to be inherited by the Millennial and Gen X Generations. These generations of inheritors expect engage...

A growing number of enterprising families in the US are showing an increased interest in participating in direct investments of all sizes. A segment of this interest is sparked by entrepreneurial family values, and the disappointing correlations between asset classes that occurred during the 2008-2010 timeframe. Utilizing research conduc...

Consistent with the World Economic Forum’s mission of applying a multi-stakeholder approach to address issues of global impact, The Future of Financial Services Report completed in June 2015 provides insight into how disruptive innovations are reshaping the way financial services are structured, provisioned and consumed. Michael Drexler and J...

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...

Researchers have determined a link between technology innovation and economic prosperity as well as a unique relationship between the usage of internet-based technologies, different types of innovation, and performance at the firm level. As internet-based technologies continue to be an enabler of innovation, it is critical that families, family off...

Family Office Exchange revealed their latest insights into the needs of the world's most financially successful families and their preferred ways of working with their advisors. The Forum occurred at a time of unprecedented change in this market. FOX provided guidance on responding to the revolution in expectations for the client experienc...

With nearly two decades of experience as a financial journalist in the U.S., Canada, Europe, South America and the Middle East, Erik Schatzker regularly speaks with Wall Street's most powerful executives and the top money managers from around the world. From interviews he has conducted with Lloyd Blankfein, CEO, Goldman Sachs; James Gorman, CEO...

As FOX family members consider targeted exposure in specific industry sectors, one sector that members have urged us to explore at this forum is in the production or management of energy resources and the companies that service these industries. Darren Schuringa is a globally recognized authority on investing in U.S. energy infrastructur...

Architect, designer, thought leader, and author William McDonough practices green architecture on a massive scale. In a 20-year project he is redesigning Ford's city-sized River Rouge truck plant and turning it into the Rust Belt's eco-poster child with the world's largest "living roof" for reclaiming storm runoff. He has created buildings tha...