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...
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Tax & Estate UpdatePresenters: Tom AbendrothPartner, Schiff Hardin LLPMark Blumenthal, CPACPA, Partner, Plante MoranSession Description: It has been over a year since the Tax Cuts and Jobs Act of 2017 brought a multitude of changes to the tax code. As families continue to learn about the impact of the new law on their future, advisors awai...
Breakout A: Internal Controls to Support CybersecurityPresenters: Doug HermanPrincipal, Technology & Business Transformation Services, BDO USA, LLPJason LipschultzManaging Director, Third Party Assurance, BDO USA, LLPSession Description: There are a myriad of cybersecurity issues facing families and family offices in today’s complex privat...
Breakout B: Addressing the Complexities of Communication and Family LearningPresenters: Emily BouchardStrategic Wealth Coach, Ascent Private Capital ManagementMindy KalinowskiEarley, CMP, CFBA Chief Learning Officer, Family Office ExchangeSession Description: How do you prepare next generation teens, and young adults to be responsible wealth o...
Breakout C: Ask the Expert: An Interactive Dialogue on Profits Interest StructurePresenters: Wally HeadVice Chairman, Gresham Partners LLCDomingo SuchPartner, Firmwide Chair Family Office Services, Perkins Coie LLP Session Description: Many families have spent time in the last year working with their accounting and legal teams to evaluate...
Technology Presentation:Increasing Efficiency: Automation, Bots, and the Family OfficePresenter: Danielle Valkner, US Family Office Leader, PwCEvery 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 another ...
Find answers about sustaining the family enterprise and assuring the well-being of family members into the future. Power of the NetworkFounded in 1989, the FOX community now includes over 380 family groups from 20 countries. This community of family members, family office executives, and trusted advisors was created as a way to m...
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Sophisticated educational material from FOX advisor members, including whitepapers and videos, featured in the FOXConnects e-newsletter.
FOX 100 is our annual showcase of articles and whitepapers written by our members. Below are the 15 most popular pieces based on results from the FOX 30th Anniversary Forum held in October.
Six Stages of Readiness for ChangeJames GrubmanPhD, Family Wealth ConsultingThis session was originally presented at the FOX Executive Council '04 meeting in Chicago, IL on September 12, 2019.Stages of Change/Readiness Model James GrubmanPhD, Family Wealth ConsultingGoing in to more depth, this video offers some tips and techniques and what to look...
OverviewThis year’s Forum marked a significant milestone as we celebrated a generation of working closely with families, Family Offices, and trusted advisors from 18 countries. Participants learned from successful families of impact as they shared their challenges and successes in bridging multiple generations. Our featured families shared stories ...
Thank you to our 30th Anniversary Forum Exhibitors! Congratulations to our Raffle Winner!Nancy Larson, Anderson Financial Corporation