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Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing the family enterprise and the family’s wealth across generations. The strength of the FOX network is derived from the collective knowledge and experience of over 460 globally-mi...

Entrepreneurs assemble resources, create innovations, develop finance strategies and apply business acumen in an effort to create economic goods and services. The ultimate question is, “How do you instill these attributes in your rising generation?” Ann Dugan, who founded the University of Pittsburgh's Institute for Entrepreneurial ...

In an effort to promote a culture of greater giving and well-being for all, Nexus Global Youth shines light on the experience and impact of having wealth and what can be done to support and inspire the next generation of philanthropic leaders. Given the unique nature of the generation and their experiences, Nexus research proposes that, instead of ...

The movement of money into investments that create environmental and social change is gaining momentum, yet the perception that impact investing goes hand in hand with sub-market financial returns has hampered the wider adoption of this promising approach to investing in positive change.Charly Kleissner co-founded Toniic and the 100% IMPACT Investi...

With the aging of the Boomer generation comes the challenge of eldercare and its ultimate impact on families and designated caregivers. Often those caregivers are a part of the Sandwich Generation—a generation of people, typically in their 30s to 50s, responsible for both bringing up their own children and caring for their aging parents. Marg...

In a session dedicated to discussing global investment transparency and data governance, Pamela Pecs Cytron, CEO Pendo Systems, a global financial technology company, and Steven Draper lead a discussion on automating the challenges of managing portfolios, exposure and inventory.

Over 100 families shared their compensation data and practices as part of the 2015 FOX compensation Benchmarking Survey. The report, distributed in late September, includes a comprehensive analysis of individual compensation categorized by size of staff. Included in the survey results is an analysis of incentive compensation—methodology and a...

Establishing a Private Family Trust Company (PFTC) is a significant step in a family’s evolution from managing its wealth to institutionalizing its family governance, trustee processes and strategic direction as a family enterprise. In this session, the PFTC Network community comes together for a discussion around lessons learned when forming...

This session is a review of the latest trends in cybercrime and why it’s growing exponentially. There is big money in hacking secure financial information, no matter the size of the business and for these criminals, the opportunities are limitless.In this session, practical steps were provided that will help secure and monitor business networ...

Our world is becoming more complex and interdependent. Business cycles, planning horizons, and even generations are all getting shorter in a world where everything affects everything. To be a leader today requires the agility to develop how you think, not just increasing what you know. This concept is known as vertical leadership, the number one tr...

Family education is critical to wealth sustainability. In this session, participants will hear directly from families who have successfully implemented family education programs and the challenges and obstacles they have had to overcome to design, develop and deliver quality programming. In addition, family members will share information about the ...

Distributions have many implications for the Private Family Trust Company (PFTC). The responsibilities of the PFTC in preserving the corpus and being true to the role of the trustee must also align with the changing needs of the family. This peer dialogue centers on a case study examining the art and complexity of family distributions and provide t...

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 ...

Family Office Exchange has been leading the charge to examine essential elements of the client experience and the influence these elements have on today’s families as well as families of the future. Key to this assessment is defining what family office executives, advisors with whom families will engage, and of course families themselves need to do...