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The Commodity Futures Trading Commission finalized several amendments to the registration and compliance requirements applicable to certain investment companies, including family offices. Family offices that trade futures contracts or even hire managers that include futures contracts in their portfolios would have to register under the Investment C...

The SEC and Cayman Islands Monetary Authority are establishing mechanisms for ongoing consultation, cooperation, and exchange of information related to the oversight of regulated entities that operate across national borders. Each agency intends to provide the other with assistance obtaining information that is needed to ensure compliance within th...

Polarity exists in nature and the nature of our business. Different views, values, preferences—in other words, diversity—is at the core of polarity. Recognizing and managing polarity within your organization allows for leveraging the benefits of diverse perspectives, promoting a balanced and thriving workplace. We explore how to navigate and embrac...

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...

Welcome to the 2022 FOX Family Office Forum. Peter Moustakerski, CEO, FOX Glen W. Johnson, President of Membership, FOX

Family capital delineations, exchange mechanisms, and family office sophistication are crucial as the UHNW family demands of their family offices rise. Peter and Amjed will walk through Trove’s insights from creating and managing over 100 unique family offices. Learn about various forms of family capital and how to facilitate seamless transfer mech...

FOX has recently taken a closer look at the various types of capital available to families and the offices that serve them. One category not yet discussed at our forums is TIME CAPITAL. Given the limited nature of time, it is essential to allocate, invest, spend, and cherish the time we have. Time, as we experience it, is not linear, yet why do ...

In the thriving family, learning and growing must be both individual and across the family system. In this breakout participants will learn how the 10x10 Learning Roadmap can be used to develop group learning programs for all family members and/or for specific cohorts. This session is complementary to the day two session that focuses on the i...

What is your superpower? If you don’t know, well, you don’t get to put on the cape. Based on his book, Design for Strengths: Applying Design Thinking to Individual and Team Strengths and Weaknesses, John will share the “Design Thinking” mindset and process out of Stanford University, ubiquitously used at Apple, Google, Amazon, a...

In this session, participants will explore a comprehensive framework designed to address the essential question: how might we build a strong and connected family of wealth? The discussion will center on the ten core competencies crucial at each life stage for navigating the unique challenges and opportunities that wealth brings. Attendees will be e...

The unique position of family offices gives them an opportunity to pursue a broad spectrum of investments and utilize different strategies. In this 10-minute interview, Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, joins Kay Gordon, partner, and member of our Fund Formation and Investment ...

Welcome to day 1 of the 2024 Family Office & Wealth Advisor Forum. Scott Muench, Managing Director, Membership, FOX Peter Moustakerski, CEO, FOX

We are excited to bring you FOX’s 2024 Foresight. As FOX turns 35, join us in exploring a range of highly consequential themes shaping the next 35 years and beyond. It is our hope the topics, which originated from families, thought leaders, practitioners, and the FOX team, will stimulate your thinking and inform your decisions and actions over the ...

Singapore has been trending upward—becoming the place that is increasingly synonymous with family offices. Since 2019, Singapore has seen a growing number of high-profiled businesspeople establish family offices there. In addition to tax incentives, interest in Singapore is fueled by the potential growth in Asia, where many see the island nat...