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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 future is now and with it we are seeing many changes – for family members, for the family enterprise and family office, and for the external wealth advisors the family relies on. The transformation will be predominantly philosophical and cultural, resulting in a sweeping paradigm shift that will deliver better balance between managing the famil...

Families are working hard to juggle the competing demands of family and enterprise. This session explore s a multitude of dynamics coming at both systems simultaneously: generational shifts happening faster and with greater consequence; AI and climate change—both with the potential to alter the human experience; the rise of women’s wealth ownership...

Please join us for a continuation of our conversation with the Industry Founders panel. James (Jay) E. Hughes Jr., Author of Family Wealth: Keeping it in the Family, and of Family - The Compact Among Generations Sara Hamilton, Founder and Board Chair, FOX Dennis T. Jaffe, Senior Research Fellow, BanyanGlobal Family Business Advisors Ellen Per...

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...

For nearly 40 years, the pioneers of the family wealth profession have been working with family leaders and family office executives to help their families manage and grow their enterprises, strengthen their family systems and well-being, and deliver a positive impact on their communities and the world. For the first time ever, FOX will gather on t...

We invest a lot of time and energy figuring out the best way to pass wealth from one generation to the next. But how can anyone truly prepare for the practical realities of settling a family member’s estate while grieving and managing the impact of this loss on the family? This session will outline some of the things you can be thinking about now t...

As enterprising families expand across generations, they often stray from their entrepreneurial wealth creation roots to a more risk-averse wealth-protection mode. However, if maintaining shared family capital across multiple generations is the goal, wealth protection mode is not an ideal strategy and may have some unintended consequences. Building...

It is not uncommon for enterprising families to end up making sub-optimal capital allocation decisions due to limited visibility into, and planning around, the entirety of their shared family assets. To optimize the value of shared family capital, both the business and other entities or advisors in the enterprise ecosystem must work in harmony. Wit...

Many families are not aware of important legal issues that affect their 18 – 21-year-old children. Parents are often so focused on the fact that the drinking age is 21 that they do not realize that their 18-year-olds are, for most other purposes, adults in the eyes of the law. Parents no longer have the same access to information or control over th...

Wealthy families have a significant positive socio-economic impact around the world, but lasting impact depends on those families prospering for generations. This is not guaranteed, however, and more intergenerational wealth transfers succeed if families adopt a modern Family Office model that suits their needs and goes beyond managing and gro...

Losing a loved one can be very difficult. Yet, as an executor, spouse, or family member, you need to take steps to ensure that your loved one's financial affairs are properly settled as part of the family’s end-of-life planning. To help with the process, this step-by-step guide outlines the key tasks, including selecting an executor, considering th...

The past year challenged families to react to adverse trends to protect their enterprise and build capabilities to achieve their vision. The journey from uncertainty to impact requires an elevated enterprise mindset and determination to persevere throughout the four-stage evolution to position the family enterprise for long-term success and positiv...

This breakout session will expand on the methods introduced earlier, sharing specific tools and techniques that can help families get ‘unstuck’ and move their enterprises forward. The authors of Build an Enterprise Family to Last: Proven Strategies to Thrive Across Generations will highlight milestones that have helped families explain co...

This dynamic panel will bring together those making new or significant contributions to the enterprise family space and the family office industry, to discuss their visions for the future and the evolving landscape of our field. These professionals will discuss how they redefined traditional practices, integrated innovative strategies, and wrestled...