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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...

The FOX Winter Technology and Risk Management Days feature Technology and Risk Management Resource Partners presenting directly to the FOX membership. Join us to hear from a variety of risk management solutions in cyber, personal, and physical security as well as technology solutions in a combination of areas such as philanthropy, investing, accoun...

Risk Management at FOX is focused on all aspects of risk for its membership including families, family offices, operating companies, and advisor organizations. FOX hosts a quarterly meeting comprised of different vendors and thought leader specialists whose focus is in the areas of Cybersecurity, Physical Security, Personal Security, Insurance, Gov...

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 ...

This session will help attendees understand how to manage the challenging insurance market including steeply rising insurance P&C premiums and canceled policies. Speakers will discuss how to keep premiums down as much as possible and how to work with brokers to ensure you’re considering the best strategies for dealing with this challenging insu...

As family offices expand their technology footprint, cyberattacks are rising. Hackers continue to refine their approaches, but security controls and proactive planning can strengthen your family office cybersecurity defenses. Initially, focus on the key action items to validate your existing security setup and inform your plans to address any short...

In the aftermath of a natural disaster, businesses will need to take the important steps to recovery. Here is a checklist to help guide you through that process. For additional tips and guidance on how to prepare for other disasters, see the following: Hurricane Safety Checklist Evacuation Checklist: Preparing for a Hurricane or S...

Being prepared and knowing how to respond to a hurricane or storm makes the difference in minimizing damage and protecting you, your family, and property. Here is a checklist to help guide you on what to do before and during hurricane season.

The wildfire season has caused unprecedented damage across the United States. With drought conditions prevalent across much of the western United States, the wildfire outlook continues above normal wildfire conditions. Learn what you can do to be prepared for it.

If you have been ordered to evacuate a storm area, knowing how to respond will help you protect your family and home before and after an evacuation. Learn the important steps to take when local authorities ask you to leave your home.

Before a hurricane or storm hits, plan in advance by having an evacuation “Grab and Go” checklist, with special considerations made for children, infants, and pets. Continue to follow all evacuation orders and allow for enough time to pack and inform family and friends if you need to leave your home.

Climate change is impacting affluent homeowners in the form of insurance premium hikes and non-renewals. Learn how to safeguard your property and lifestyle with the right coverage.

Wealthy families have always faced complex risk management issues, but it is particularly challenging when facing soaring inflation, regulatory uncertainty, rising cybercrime rates, and increasingly severe natural disasters. These market stressors impact all sectors of the insurance market, making it more expensive and challenging for affluent fami...

Something revolutionary has happened. Suddenly, anyone with an internet connection, armed only with the ability to hold a conversation in a chat app, could wield the transformative power of artificial intelligence (AI). After the debut of ChatGPT, AI continues to become ever more deeply intertwined into our lives and businesses. But AI comes with a...