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After an unprecedented, tumultuous year for the entire world, it’s time to take what was learned in 2020 to develop new approaches for the future. But can someone provide guidance on effectively managing the pace without all the pressure? During this session, Joy Taylor discusses ways to control short and long-term transformation and how...

Are you struggling to serve clients with complicated governance and education needs? FOX’s Chief Learning Officer, Mindy Earley, and FOX Family Learning and Leadership Consultant, Jeff Strese, will lead a conversation on how to successfully manage difficult client dynamics. Jeff Strese, Family Learning and Leadership Consultant, FOXModerated b...

Justine Fedak, Founder of Corporate Hippies, LLC, and Joe Teller, Managing Director of Marketing & Communications, FOX, will cover three critical topics regarding marketing and branding in the post covid world, including marketing and branding in a virtual environment, managing a personal brand within a firm, and the role of social me...

Hear what fellow FOX members are doing to make diversity a priority in their firm. No matter what size budget, attendees will walk away with concrete examples of how to implement and execute impactful diversity initiatives.Kelly Lora Ewart, Vice President of Strategic Relationships, PURE InsuranceLucy K. Park, Partner, Perkins CoieHaley M. Rives,&n...

The rising generation is curious, intelligent, and preparing to step into family governance and business roles. They are your family’s future leaders. Rising Gen Network leaders Heather Asher Abramson and Mindy Kalinowski Earley will share key takeaways from FOX’s 2020 Rising Gen Forum, including the dominant questions on rising gens’ minds. Learn ...

The pandemic has thrust our perceptions of the workplace into an entirely new paradigm. If they don’t already, your strategic plans for family office talent and technology will look unexpectedly different from just six months ago. We’ll discuss the options you need to consider when reshaping who and what will drive the next decade. Insights and Ke...

Do you have a Family Council in place but it isn’t functioning as planned? Is there a lack of family engagement? Do you just want your Council to operate more effectively? This panel discussion will cover how you can make your Family Council a positive force for good. Learn from families who were able to change the course of their Councils for the ...

Want to know the secret to maintaining family togetherness over generations? A joint FOX and Vrije Universiteit Amsterdam research project has identified five attributes behind family sustainability. We’ll share how more than 350 enterprise families across cultures and generations have developed the necessary principles to have lasting family impac...

Greater levels of uncertainty are facing families around the world. Which makes the topic of leadership success more critical to thoughtfully plan and execute against. We’ll discuss five critical themes related to succession with author Ivan Lansberg, who will share how important transitions can be smoothly managed. Don’t leave your important famil...

Philanthropy and social impact commitments don’t just benefit the intended parties. Uncovering hidden talents and resources while building collaborative, creative learning communities committed to change pays dividends to your family or organization as well. It doesn’t matter if you build a framework of individuals creating “an unstoppable force fo...

When designing investment strategy, most academics and some investment advisors consider taxes an afterthought. Author Stuart Lucas will show you how to extract value at the intersections of investing, estate planning, and tax – a skill set that may grow considerably more valuable after the November election. Stuart will demonstrate an approach to ...

Looking for direct investment opportunities in the new economy? Here’s a hint – invest with an eye toward the year 2050. Our panel will look beyond the short-term effects of Covid-19, and instead discuss potential future top drivers of wealth creation – primarily sustainability and impact. Hear our thoughts on water, food, and “clean tech” and whet...

When families with a multi-generational mindset undertake strategic planning, it’s with a view that is longer than the typical three- to five-year time horizon of ordinary businesses. For some families, a 25- to 50-, or even a 100-year time horizon is where they’re looking. We’ll discuss how this helps family offices develop a resilient enterprise ...

What will it take to rebuild our global economies? And how will we generate the stimulus needed for growth? We’ll discuss the macro-economic factors shaping the challenges ahead – including the current geopolitical environment and major disruptions changing industry opportunities. And with the U.S. presidential election a week away, we’ll engage in...

How we talk about money matters. It affects our quality of life and our wellbeing. Too often, today’s consumer culture shapes our money habits and values. This can lead to consequences such as increased stress and diminished wellbeing—regardless of net worth. Nathan will discuss how teens and young adults can think positively and proactively about ...