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Challenges of Family Investment Decision-MakingCliff Hurd, Hurd Enterprises, Ltd., John Goddard, Investment Resources Corp and Charles B. Grace III, Senior Consultant, Family Office Exchange When families make major investment decisions regarding asset allocation, tactical asset allocation, opportunistic investments, and selection and terminat...

Rewarding High Performance: The 2013 FOX Compensation StudyJane Flanagan, Senior Consultant, and Mariann Mihailidis, Managing Director, Councils, Family Office Exchange A family office’s success is largely dependent on selecting and retaining the right employees. So how does a family office develop a compensation and benefits package tha...

Transferring Business Ownership: How to Prepare the Family for a Smooth TransitionStephen G. Salley, Of Counsel, Greenberg Traurig, LLC.; Mark Nash, Partner, PwC Private Company Services and Karen Neal, Managing Director, Consulting, Family Office Exchange A recent PwC study on family business owner trends indicated that more than ...

Future Owners of Impact: Empowering the Younger GenerationDanielle Oristian York, Director, 21/64 The next generation can bring unique skills and perspectives to the philanthropic community. However, the prospect of engaging the next generation can be daunting. Next-generation family members have grown up with access to broader opportunities f...

All in the Family: The Risk and Rewards of a Family BankWarner King Babcock, AM Private Enterprises, Inc.; and Karen Neal, Managing Director, Consulting, Family Office Exchange Stimulating…and funding…entrepreneurship within a family enterprise can become risky business. How do you find the balance between encouraging the next ge...

Bridging the Divide: Impactful Family CommunicationsDaisy Medici, Managing Director, Governance and Education, GenSpring Family Offices Ineffective communications between and among family members often creates a divide that is difficult to overcome. Communicating effectively, however, is not an easy task that necessitates mastery of communicat...

For-Warned is For-Armed: The Value of Due DiligenceMatthew P. Morris, Director, Grant & Eisenhofer PA; and Charles B. Grace III, Senior Consultant, Family Office Exchange In the world of alternative investments, it is important for investors to protect themselves and know their rights. This session will explore strategies such as how to ex...

Speakers: Sara Hamilton, Founder and CEO, Family Office Exchange and Dennis Jaffe, Ph.D., Saybrook University While most family wealth is newly created, families increasingly look ahead and want to design a multi-generational future that balances all aspects of their family capital. This session will identify the building blocks for a str...

The Spirit of the Gift: Giving Wisely to Family MembersKeith Whitaker, Ph.D.; Susan Massenzio, Ph.D., Wise Counsel Research Associates Many parents fear that gifts to family members lead inevitably to entitlement. Giving wisely can avoid that result and turn gifts into a force for growth. Keith Whitaker and Susan Massenzio will share som...

Carl Robinson, Ph.D., Managing Partner, Vantage Leadership Consulting In a family enterprise, the greatest challenge is to engage family members effectively in leadership roles and governing board participation. The development of future leaders in the family is critical to its future, and the leaders' participation in family governance is...

At the 2013 Thought Leaders Council Summit, attendees worked collaboratively on outlining what is considered State of the Industry, common practice, and State of the Art, best practice, in the private wealth management industry today. FOX led a similar study in 2000, and 13 years later, the industry has evolved radically with not only signifi...

This seminar supports members engaged in direct investments and family-owned funds. The programs offers perspective on the motivations and best practices of families involved in direct investing. The FDX partners will introduce the FDX online deal platform which can be used to access deals sponsored by other families. Members in th...