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Join FOX for a lively discussion addressing the roles and obstacles of the rising generation, with author and innovator in financial education and well-being for families, Joline Godfrey, and FOX’s Director, Relationship Manager, Heather Abramson. We will highlight vexing obstacles the rising gen faces, the possibilities for claiming one’s roles an...

In April of 2023, FOX released the Rising Gen Research Brief, the findings from rising gen focus groups, and a survey, conducted in 2022. This session will dive into the data through the lens of our rising gen panelists. We will learn how they experience, work through, and address the rising gen challenges in their lives and families. By discussing...

When a young inheritor announces that they have met “the one,” the wheels of the wealthadvising industry whir into motion, with families and advisors discussing prenups, onboarding, and whether to include the new partner in family wealth discussions. But amid all of this, there is a young couple in love. How do we nurture this new union and foster ...

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 a world where conflict is inevitable, how can families with complex family dynamics and complicated structures foster healthy conflict that actually makes them stronger and more resilient. Join Matt Wesley and Cathy Carroll to find the Goldilocks of constructive conflict. They will discuss the mindsets and skills any family can develop, such as ...

Forging a close relationship among siblings during childhood is hard enough, but as siblings become adults, the development of disparities in wealth can challenge even the strongest relationships. In business-owning families, the potential ramifications not only affect the personal lives of the immediate family, it can also disrupt the alignment of...

In 2022 Dr. Jamie Weiner published The Quest for Legitimacy: How Children of Prominent Families Find Their Place in the World, a collection of qualitative research modeling rites of passage, pathways to individuation, creating trusted partnerships, and addressing family dynamics. Similarly, in 2022 FOX has conducted focus groups and a rising gen st...

The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from a strong rebound in the markets during 2020, for some firms costs are rising faster than revenue. Now that we are in the midst of a receding pandemic, what does this look back on 2020 tell us about how prepare...

The 2016-17 FOX Thought Leaders Council Report: Strengthening the Partnership Between Families and Advisors is a great resource for those who are seeking ways to construct sustainable partnerships and how to make them productive. Inside, you’ll find why partnerships are key to successful family/advisor relationships, what makes partnerships endurin...

We are pleased to announce that the 2016 FOX Value Price Study: The Critical Link in Ultra-Wealth Market is available for FOX members. Key Insights found in this study include: Advisors have lost at least some pricing power with prospects as fees quoted to prospective clients have dropped 17% since 2008 and 15% since 201...

As families grow larger and more diffused—the epitome of an enterprise family—consensus seems ever more difficult to attain. In this Q&A, FOX’s Chief Learning Officer Mindy Kalinowski Earley and principal Jeff Strese of Jeff Strese Consulting Group discuss how families can reduce conflict by taking a consensus-building approach that can navigat...