Family Office Exchange is committed to identifying trends and issues that have immediate and future impact on families of wealth. In this session, Glen W. Johnson will share emerging industry trends and outline the implications for families and their advisors.
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In this webinar, Dave Hewitt, Executive Vice President of Safety at Wheels Up and an aviation veteran with over 30 years’ experience, will educate you on the most important questions to ask and things to understand when looking for the safest private aviation solution for your family. Armed with this knowledge, you’ll be able to make an ...
The mere word “prenup” strikes fear and anxiety into the hearts of most who hear it. When we realize we have to broach this topic, our thoughts immediately jump to the worst-case scenario - a broken engagement. Or we envision suffering through months of arguments and negotiations to please a family that doesn’t seem to trust our judgment or f...
Demonstrating the value of a family office is no small task. The pressing priorities of an office often leave little room to fully comprehend the impact of all moving parts. The 2019 FOX Family Office Study explored several key components of family office operations such as cost, governance structure, education and client experience. Joi...
Financial integrations give companies a competitive edge. They allow for disparate systems to work synchronously. They eliminate the rekeying of data, enable the sharing of information across teams or departments, and allow for the gathering of intelligence to enable broader analysis and more data-based decision-making. Join this webinar as i...
For families engaging in strategic planning, the proverbial questions remain the same… What does the rising generation need to know? How do we deliver that? What should we expect from them? Intentional families consider these questions for years. Others, due to unexpected life events, are rushed to get the rising gen members up to speed and r...
Family Office Exchange is committed to identifying trends and issues that have immediate and future impact on families of wealth. In this session, new FOX President Bill Sullivan and Chief Operating Officer Glen W. Johnson will share emerging industry trends and outline the implications for families and their advisors.
According to FOX research, changing client behavior impacts what services need to be provided, how to develop talent and even the way firms articulate their value in the marketplace. In this webinar, we'll examine the shift in behavior which can already be seen in the increase in direct investing and more subtly in how families are seeki...
FOX Data Usage PolicyMembers of the press are invited to quote and use data from current FOX studies in published articles and blogs as long as Family Office Exchange LLC is cited as the copyright owner of this information. An authorized citation includes the FOX document title, publication date, and Copyright © Family Office Exchange in clos...
Sara HamiltonFounder and CEOA recognized visionary in the private wealth community, Sara provides strategic direction for FOX and leads the development of programs and services supporting wealthy individuals, family office executives, and wealth advisory firms globally.For the past three years, she has been named as one of the "Top 50 Women in Weal...
Michael ColeAscent Private Capital ManagementMichael is responsible for setting the strategic direction and overseeing all aspects of the ultra high net worth business for U.S. Bank’s Ultra High Net Worth Group, which provides sophisticated wealth management advice and strategies to families and individuals with $25 million or more in investa...
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At FOX, we help your family address the challenges of sustaining wealth with practical solutions. We know that while every family is unique, they face the same obstacles. To address these challenges we work with families and family offices to develop a long-term intentional strategic plan for the family.The most common challenges families of wealth...