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Join FOX and our partner Grant Thornton as we explore the findings from our research on the current state of compensation and benefits in the family office space. This year’s surveys focused on Board, Trustee and Committee compensation, in addition to benefits and compensation offered to family office staff. We will explore themes and insights with...

At the 2020 FOX Family Forum, family members, office executives, and their trusted advisors heard how other families have built plans to achieve positive change and successfully transition to future generations. Attendees came away with ideas, tools, and frameworks to help them map out next steps on the road to being a positive and productive enter...

In the face of a Global Pandemic and the economic and social volatility of 2020, principles of resilience and recovery were in the forefront of our thinking about wealth management and generational succession. Throughout history, these principles have been at the core of wealth creation and wealth transfer. Capacity to identify change, respond to c...

After pursuing a career in the skies - at 19, he was the youngest licensed jet transport pilot - and as a tech investor, Stockton Rush turned his curiosity and passion for exploration into OceanGate, a company that builds deep ocean submersibles and offers researchers and citizens alike a chance to take an expedition of a lifetime. We heard his pio...

The 2017 Tax Act presents planning opportunities around the choice of entity. Existing clients with pass through entities like S-Corporations and LLCs need to consider if maintaining this status is prudent given the changes in the tax law. In the past C-Corporations considered elections to become pass through entities to avoid two tiers of tax. Wha...

Many families have adopted strategic approaches to the way they run their businesses and their life in an integrated fashion. Some have applied business expertise to their philanthropic causes, and others have pursued impact across all of their investments to promote social and environmental returns. Representatives from three families will share t...

A growing number of enterprising families in the US are showing an increased interest in participating in direct investments of all sizes. A segment of this interest is sparked by entrepreneurial family values, and the disappointing correlations between asset classes that occurred during the 2008-2010 timeframe. Utilizing research conduc...

As research continues to validate the need for cultural alignment within families as well as between families and the advisors who serve them, there is continued need for effective assessments that measure culture and clear approaches to manage sustainable change. Tim Kuppler will guide participants through The Organizational Culture Inventory®&nbs...

Innovation is the cornerstone of enterprise today as businesses compete in their ability to provide unique service offerings and value to the clients they serve. Yet, innovation without purposeful planning, strategic dialogue and targeted implementation is costly, non-effective and disruptive. Alexandre will highlight the concept of purposeful inno...

With the participation of 150 unique family offices, this biennial and comprehensive report is designed to assist family office board members and executives in evaluating their compensation plans. Developed in collaboration with Grant Thornton, the report is divided into three main sections: governance structures, staff benefits, and detailed posit...

With the participation of 150 unique family offices, this biennial and comprehensive report is designed to assist family office board members and executives in evaluating their compensation plans. Developed in collaboration with Grant Thornton, the report is divided into three main sections: governance structures, staff benefits, and detailed posit...

As families and family offices grow and become more complex, attracting the right talent to deliver and manage services requires compensation plans that are competitive and keep pace with an evolving workforce. This session will offer fresh perspectives, based on our 2024 Compensation and Benefits Study, to help family offices creat...

The biennial 2022 Compensation and Benefits Report is designed to help family office board members and executives assess the office’s compensation plan. The report highlights key family office compensation and benefits areas, and provides invaluable perspective on your office’s plan relative to your peers. This year’s survey was, once again, dev...