Tuesday, June 14All times are U.S. Central Time 9:30 amWelcome to the Showcase 9:45 amPresentation: Eton Solutions - Rehumanizing the Family Office: How to Enable High-Value Humans to do High-Value WorkBurdened by manual, routine, and inefficient processes, your high-value employees are left doing low-value work. Not beca...
The impact of greater longevity will be broad and deep as the average life expectancy in America today is longer than in any other period in history. The systems and structures that support our lives will also change. The way we define family will continue to evolve. The way we plan and build the infrastructure of our cities will be rethought. The ...
The biggest asset of any family office is the staff that supports the family clients. Over the last couple of years, creating an effective team for the family office is an issue that comes up frequently from executives who participate in FOX Council groups and our broader family office members. Many family offices do not have an in-house human reso...
Latin America has been one of the most dynamic regions of the world in the last two decades, experiencing strong GDP growth and wealth. During this time, many of the region's family owned firms have also become strong and innovative global firms.Family Office Exchange has been working with many families from Latin America who are seeking connection...
Private Trust Companies (PTCs) first drew industry attention when industry elder, Jay Hughes, in his book Family Wealth – Keeping It in the Family called out the structure as a powerful tool in long-term family governance. That was in 1997. Over the ensuing decades hundreds of families have formed a regulated PTC and, according to reports from Wyom...
This summer we hosted our first FOX Family Security Workshop. According to attendees, security is currently one of their top concerns.We brought together industry experts to discuss three key areas of security: personal, physical, and cyber. Each presenter flagged examples of security risks and how criminals continue to evolve and improve...
Matt Hougan was the CEO of ETF.com, a three-time member of the Barron’s ETF Roundtable, and the co-author of the CFA Institute’s Monograph on ETFs. He was also a presenter at FOX's 2018 Autumn Global Investment Forum in New York. In February 2018, he left the ETF industry to join Bitwise Asset Management, creator of the world’s first cryptocurrency...
Everyone these days is talking about “impact investing”. A Google search returns over 150 million results for the phrase. There are hundreds of investment managers managing over 1,000 sustainable or impact investment funds.1 But is impact investing here to stay or just a fleeting fad? Spoiler alert: Value-aligned investing is the future.&...
Greg McCann is a certified leadership coach and is founder and principal of McCann & Associates.As a member of the rising gen living in today’s complex, rapidly changing world, one of the best ways to give yourself every chance to succeed as a leader, both personally and professionally, is to use coaching in two ways. First as a resource- getti...
As lawyers, we are taught to zealously advocate for the client or the position we represent. At its best, this advocacy almost always entails thinking outside the proverbial “box.” Having a lawyer who knows when and how to solve problems with creative thinking can make all the difference, but what happens when advisors apply the same mindset? ...
Transitions within families, increasing complexity on a global scale, and the dynamics of managing families are making governing boards more indispensable to families. A governing board plays a key role in any public or private company’s success. FOX believes a family office governing board, now more than ever, is essential to the sustainabili...
Demographics, automation, and inequality have the potential to dramatically reshape our world in the 2020s and beyond. Our analysis shows that the collision of these forces could trigger economic disruption far greater than we have experienced over the past 60 years. The aim of this analysis by Bain’s Macro Trends Group is to detail how the im...
An ounce of prevention is worth a pound of cure. -Benjamin FranklinYou’ve seen the news- wildfires are becoming a common occurrence. So much so that the term “megafire” is in the common vernacular. Wildfires used to spring up every few years in the Western U.S., but now they seem to be burning year-round. In fact, climatologists are predicting they...
p { padding-bottom:3px; } li { padding-bottom:0px; } Tackling the 'One, Two, Threes'Let’s never forget integrated services are the crucial deliverables by a family office and these services provide the best evidence to judge the performance of the office. There are three key inputs related to services, (1) strategy and goals, (2) scop...