OverviewOur third FOX Rising Gen Forum took place in Dallas on May 5-6, 2019. This community was created to help connect like-minded family members in their 20s, 30s, and early 40s, who are aspiring leaders within their family’s enterprise. Our members are rising gen peers looking for an opportunity to learn, share experiences, and develop key lead...
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Family Dynamics: Effective Family ConversationsPresenter: Ann Dugan, Senior Managing Director, Education and Advisory Services, Family Office ExchangeSession Description: Navigating family dynamics can be challenging in any family, but add the complexity of significant wealth or business ownership, and those challenges can amplify. Rising Gen ...
Family Dynamics: Effective Family ConversationsPresenter: Mindy Kalinowski Earley, Chief Learning Officer, FOX Family Learning CenterTM Session Description: Regardless of your goal, be it financial literacy, personal growth, or preparing for transition into leadership, having a clear plan to gain the skills, knowledge, and experience need...
Three Degrees of Engagement in Personal Investing Presenter: Paulina Cromwell, CFA, Product Manager, Family Office ExchangeJeffrey Dunn, CFP, Director, Client Advisory Team, Tolleson Wealth Management Kristi Kuechler, Managing Director, Investor Market, Family Office Exchange Session Description: Participants had the opportunity...
Developing Your Personal Brand Presenter: Dave Loomis, Founder and President, Loomis Marketing, LLC Session Description: Branding isn’t limited to marketing a product, service, or business. Articulating a personal brand – a statement about who you are and what you have to offer – is a powerful way to direct your career de...
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Day One: Welcome and IntroductionsSara HamiltonFounder and CEO, Family Office ExchangeThis session introduces building blocks and sophisticated dimentions of the family office and family enterprise. Governance and Oversight of the Family OfficeSara HamiltonFounder and CEO, Family Office ExchangeEffective governance structures and decisio...
Family Office Overview (1 of 2)Charles B. Grace IIIManaging Director, Family Office Exchange(51:49) The basic principals of a well-run family office have not changed but the ways to professionalize the office are always changing. This session covers what you'll learn and what to expect from this workshop. Family Office Overview (2 of 2)C...
OverviewThe 2019 FOX Family Office ForumTM brought together CEOs, HR managers, technology heads, and financial executives to focus on practical approaches to the many trends and issues affecting families and family office executives. In this exciting program, we heard from leading experts about developing leaders in both the family and family offic...
Chicago, IL (Headquarters)100 S. Wacker Drive, Suite 800Chicago, IL 60606info@familyoffice.comPhone: 312.327.1200Fax: 312.327.1212 Madrid, Spainfoxglobal@familyoffice.comPhone: 34.616.94.05.63Contact: Miguel López de Silanes,Market Leader for Europe and Latin America
.article-img { object-fit: contain; } .article-title { text-align: center; padding: 5px; font-family: Montserrat, sans-serif; font-size: 20px; line-height: 20px; color: #2a85c4; margin-top: 15px; padding-bottom: 10px; } Sara HamiltonEnterprise Families & GovernanceBill SullivanEnterprise Families & Mu...
Increasing Efficiency: Automation, Bots, and the Family OfficePresenter: Danielle Valkner, CPAUS Family Office Leader, PwCSession Description: Every family office has a long list of labor-intensive, repetitive activities that require data processing across multiple applications and currently consume precious staff hours. What if there were ano...
Performance Reviews RevisitedPresenter: Bonnie GaugerHuman Resources Director, Johnson Keland Management, IncSession Description: Getting the right people engaged in the right activities to have the most impact on your business and the families you serve is the key to ensuring a high-functioning organization. Performance reviews are an opportu...
Advisor Briefing: Managing Elder Care, Aging, and IncapacityPresenters: Nicholas Van BruntPartner, Sheppard MullinDaisy MediciManaging Director of Governance and Education, GenSpring Family OfficesMargalit TocherPresident, Home Care AssistanceSession Description: As we age physically and mentally, our ability to care for ourselves and capacity...
Estate Planning Considerations for the Modern FamilyPresenters: Kim KaminPrincipal and Chief Wealth Strategist, Gresham Partners, LLCSession Description: The traditional nuclear family is no longer the presumption. With multiple demographic trends including same-sex marriages, blended families, and cohabitation alongside different paths to par...