Core Values and Pillars for SuccessWorking at Family Office Exchange (FOX) provides opportunities to interact with enterprise families, family office executives, and their trusted advisors. We are committed to providing our members with networking, continuous learning, and objective guidance.The team at FOX is dedicated to three key pilla...
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FOX is a great place to work for professionals with an interest in advancing the practice of wealth management worldwide. We were the first and continue to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on networking,...
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OverviewThe 2019 FOX Rising Gen Forum, one of two held this year, provided an opportunity for family members in their 20s, 30s and 40s to meet and build relationships with other members of the Rising Gen community who are in similar situations. The Forum provided a place where they could have the authentic conversations they might not be able to wi...
Crafting ImpactPresenter: Justin Rockefeller, Global Director of Family Offices and Foundations, AddeparSession Description: A 5th generation family member from a storied family shared how he learned to blend family legacy and family values to shape a new approach to managing capital and philanthropy, striving for a greater impact in the world...
Generation SuccessionPresenters: Nate Imfeld, Attorney, Foley & Lardner, LLPTorri Hawley, Windway Capital, Next GenSession Description: The speakers explored the good, the bad, and the ugly around succession and generational transitions of power and control within families of wealth. Seventh generation family members discussed their recent...
The Engaged Beneficiary: What You Need to KnowPresenters: Bob Hammett, Vice President, Chifam LLCStephanie Hammett, Chifam LLC, Next GenSarah Kerr Severson, Partner, Schiff Hardin, LLCSession Description: Participants learned what it means to be an engaged and responsible beneficiary, and explored the roles and responsibilities of a trustee. T...
Looking Forward to New ChallengesPresenter: Sara Hamilton, Founder and Chief Executive Officer, Family Office Exchange Session Description: Sara Hamilton kicked off the 30th Anniversary Forum by reflecting on the profiles and priorities of wealth owners over the last three decades, emphasizing how they evolved in each period. Focusing on...
Generation 1-2 Builders: Designing a Shared Vision for the Hojel FamilyPresenters: Phyllis C. Hojel, Gen 1 Founder, HM International, LLC, MexicoRichard C. Hojel, Gen 2 Family Leader, HM International, LLC, MexicoModerator:Margaret Vaughan Cox, President, MCV ConsultingSession Description: Richard Hojel was a unique Mexican business owner who ...
Generation 2-3 Leadership Transition: From Preparation to Empowerment with the Gallardo FamilyPresenters: Ana Gallardo, Co-Chair, Strategy Committee, Gallardo Family Group, SpainCarlos Gallardo, Co-Chair, Strategy Committee, Gallardo Family Group, SpainModerator:Sara Hamilton, Founder and Chief Executive Officer, Family Office ExchangeSession Descr...
Generation 4-7 Family Engagement: Constant Nurturing and Evolution of the Todd Family EnterprisePresenters: Andrew Hull, Chief Executive Officer, Todd Family Office, New ZealandCharles Reid, Family Director, Todd Family Office; Chair, Todd Family Council, New ZealandModerator:Charles B. Grace, III, Managing Director, Advisory and Education Services...
Looking Forward: The Future of Wealth ManagementPresenters: Bill Sullivan, President, Family Office ExchangeWayne Osborne, Chief Executive Officer of a Gen 1 Family Office in the San Francisco Bay AreaMaurizio Petta, Chief Executive Officer, Seragnoli Family OfficeSession Description: Following a discussion on how technology will reshape Famil...
The Future of the Family OfficePresenters: Michael Montgomery, Chief Executive Officer, Ford Estates, LLC and Brush Street Investments, LLCRichard L. Roeding Jr., President, Summer Hill, IncModerator:Glen W. Johnson, Chief Operating Officer, Family Office ExchangeSession Description: The Family Office of the next decade will have the opportuni...
Rising Gen Perspectives: What We Want Our Parents to KnowPresenters: Nate Hamilton, Advisory Board Member, Family Office ExchangeStephanie Hammett, NextGen, ChiFam, LLCJessica Swoyer Green, Family Council Chair, The Duchossois FamilyShivani Trivedi, Vice President, Trivedi Family Office & FoundationModerator:Mindy Kalinowski Earley, CMP, CFBA, ...
Summitas https://www.summitas.com/ Speaker: Bill Wyman, CEO Summitas Platform® is an award-winning Web-accessible system used by family offices to securely exchange confidential information, store sensitive documents, and share ideas. Summitas is a SaaS B2B software company that creates a secure enclave for priv...