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Wealth advisors continue to experience rapid growth, which on its face is positive – but firms can get into trouble if growth is not properly managed. Join a panel of experienced wealth advisors explaining the ins and outs of effectively managing growth. Topics discussed include identifying the right clients for your business, creating efficiencies...

Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corp...

Blockchain and digital assets are not going away and continue to intrigue. FOX’s Nate Hamilton shares what you should know about this rapidly expanding landscape. Nate Hamilton, Vice Chair, FOX

Peter Moustakerski, CEO, FOX

Many family businesses are undergoing or anticipating transitions, prompting the need for trusted advisors more than ever. This session features experts who have deep breadth of experience in helping families manage business transitions and the complexity that comes with them, including new liquidity, helping founders find their next purpose, and m...

Michael Novogratz shared his journey of founding one of the largest investment firms in the Digital Asset space and his thoughts on emerging technology applications such as Decentralized Finance (DeFi), Non-Fungible Tokens (NFTs), and the Metaverse. Michael Novogratz, Founder and CEO, Galaxy Digital Moderated by Nathan Hamilton, Vice Chair...

This session provided an overview of the Blockchain and Digital Asset industry as well as the evolution of the space and how it got to where it is today. Key challenges related to the future growth of the industry were also shared. Bill Barhydt, CEO, Abra Moderated by Nathan Hamilton, Vice Chair, FOX

Welcome to the FOX Member Summit: Blockchain and Digital Assets Peter Moustakerski, CEO, FOX Nathan Hamilton, Vice Chair, FOX

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...

During and post pandemic affluent consumers of all generations will work remotely more often, enabling them to become more digital, and generating more personal data, than ever before. Milton Pedraza, Luxury Institute CEO, shared insights and recommendations on how human emotional intelligence optimized with innovations in advanced personalization ...

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 another way? In this session you will learn about new developments in Robotics Process Automation (RPA) and Intellig...

Gone are the days of meeting a client for lunch, chatting about your offering, and closing the sale over dessert. Clients today look different from those of the past. They make networked purchasing decisions by committee, with diverse roles, interests, and backgrounds. With access to more information and a greater ability to share it, they demand v...

Women have become financial powerhouses exercising decision-making control over $11.2 trillion of investible assets. Women investors from inheritors and spouses to wealth creators and wealth owners are taking a more significant role in managing their families' investments in addition to their philanthropic endeavors. We are also in the midst of...