Leadership: What Families Need Now Presenter: Jeff Strese, Chief Talent and Learning Officer, Tolleson Wealth ManagementSession Description: Family members from all generations are hungry for clarity on how to navigate the financial and emotional complexities of wealth. In order to do this well, families need leaders—all kinds, from ...
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Tax Planning Strategies for Real Estate Owning FamiliesPresenter: Tina Milligan, Managing Director, BMO Wealth Management – CTC | myCFO Patrick Moriarty, Partner, PwCSession Description: Much has been written about the sweeping tax law changes as part of the 2017 Tax Cuts and Job Act. Ultra-wealthy taxpayers and business owners alike are ...
Lessons Learned from Seasoned Direct InvestorPanelists:Keith Harbison, Founder and Managing Partner, Alitus Partners, LLCStephen Hohenrieder, CEO and CIO, Meyer Family EnterprisesH. Scott Silverman, CEO, AgmanModerator:Kristi Kuechler, Managing Director, Investor Market, Family Office ExchangeSession Description: Direct Investing is a key inve...
FOX Compensation and Benefits StudySpeaker:David Toth, Managing Director, Family Office Exchange Ken Cameron, Director, Grant Thornton, LLPSession Description: Offering a competitive compensation plan is essential to attracting and retaining the top talent that can ensure a family office’s success. However, compensation is also consistent...
The Essential Wellness Tool Kit – For You, Your Family and Your OrganizationSpeaker:Julie Wald, Founder and Chief Wellness Advisor, Namaste New YorkSession Description: Research shows that effective self-care practices can lead to success at work and at home. This session discussed the four pillars of well-being and how they inform the way we ...
Preparing for the Great Transformation in the Global Macro EnvironmentSpeaker:Austin Kimson, Co-Founder and Senior Economist, Bain Macro Trends Group, Bain and CompanySession Description: Family Enterprises will be transformed by a shifting macro environment. Geopolitics, demographics, and technology are colliding to unleash a massive new boom...
Global Family Voices: Perspectives on Future Opportunities and ChallengesModeratorMiguel Lopez de Silanes Gomez, Managing Director, International Market, Family Office ExchangePanelistsMaarten de Groot, Chief Executive Officer, Eligius BVJeff Steiner, Head of Family Office, Mutual TrustSession Description: Family leaders and office executives ...
Navigate Uncertainty by Building VisionSpeaker:Robert Wolcott, Ph.D., Clinical Professor of Innovation and Entrepreneurship, Kellogg School of ManagementSession Description: If you don’t create your future with purpose and intention, you will become the past. Professor Wolcott shared his insight on the discipline required to build your vision ...
Best of the FOX 100: Top 12Each year, FOX collects the best published content from our advisor member community. This list represents the most popular titles from the 100 that were displayed at the 2018 FOX Fall Enterprise Forum. Family Meeting HandbookBMO Wealth Management - CTC | myCFO2018 Family Office Benchmarking StudyMarsh USAThe Global ...
Thank you to our 2018 FOX Fall Enterprise Forum Exhibitors!
OverviewAt FOX, we have found that a commitment to learning is a key characteristic for leaders. Many successful leaders are continuous learners who are driven to innovate through their innate curiosity and sense of discovery. Our sessions focused on exploring new concepts and discovering what is important to Rising Gen as future leaders. Atte...
Leading with Purpose: Bringing Meaning to Your WorkPresenter: Arthur Woods, Co-Founder and COO, Imperative@ArthurWoodsSession Description: Purpose-driven leaders tap into what really motivates both themselves and others, and as a result they inspire their teams to achieve extraordinary results. Leading with purpose is particularly import...
The Generation of Impact: Using Your Voice for ChangePresenter: Paulina Cromwell, CFA, Product Manager, Family Office Exchange@paulinacromwellSession Description: The Rising Generation has been called “The Generation of Impact,” as we operate not only with a value- centric mindset but are insistent upon contributing to and seeing change. But h...
The Benefits of Coaching for LeadershipPresenters: Austin McDonald, President and COO, McDonald Development Company Greg McCann, Founder and Principal, McCann & AssociatesSession Description: Engaging a coach can be an effective way to develop your leadership, engage your teams, and accelerate your career development. In this in...
Leadership Storytelling: Bringing It All TogetherPresenters: Talli Sperry, Head of Family Office Segment, The Vanguard GroupHeather Winslow-Walker, Family Legacy Specialist, The Vanguard GroupSession Description: This session provided an opportunity to bring together the essential building blocks to tell a powerful story about the impact ...