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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...

This session with the Salgar Family will provide background on the transitions underway in their family and how they used the Family Charter / Constitution to reaffirm the family values, align their goals, and organize their governance process. As part of the move from the first generation to the leadership of Gen 2-3, the family outlined the key c...

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...

Whether it’s a conversation about money, the role of the beneficiary, what it means to be wealthy, or clarifying values and purpose, families often delay important discussions with kids out of fear, or the rationale they are not ready. Like so many things in life, helping children develop readiness is how we prepare them for the future. With early ...

Over the past 30 years, families have worked hard and invested enormous resources to create the plans and structures that promise to carry the family into the future and ensure its long-term success. The vast majority of these investments have focused on the quantitative disciplines that serve the family’s financial capital – the collective discipl...

Join FOX for a moderated keynote with internationally recognized author and consultant, Dr. Jim Grubman. The session will explore an exciting trend and share examples of families that are taking a more positive approach to family leadership transitions, preparing the rising generation, and keeping the family engaged and cohesive. Jim Grubman, Fa...

Succession and Generational Transition is a key concern for over half of FOX’s family member leaders. Similarly, our rising gen research shows that 53% of the rising gen view leadership and skill development, as well as defining future roles in the family, as a challenge. Together, Sara Hamilton, Founder and CEO of Family Office Exchange, and Mindy...

Many successful families have put their shared values and goals in writing, often called a family constitution. A constitution can help build family unity and harmony, and the creation process itself provides benefits to the family. Learn the value that families can derive from creating a constitution, the work involved in creating one, and the top...

As no two families are alike, there is no one singular approach to family education—the cornerstone to a thriving, lasting legacy. The structure, topics, and educational methods all depend on the needs, wishes, and preferences of the family members. As you develop your rising generation education strategy, considerations should be made around the&n...

In moving past the “shirtsleeves to shirtsleeves in three generations” adage, advisors in the family wealth space are emphasizing the importance of the family’s qualitative capitals that go beyond serving only the financial capital goals. This shift has elevated the family client experience and expectations. It’s part of the Wealth 3.0 movement tha...

A large and growing cohort of next generation (next gen) investors in the Asia-Pacific (APAC) are preparing to take on the responsibility of managing their family’s wealth and take on an active role in maintaining sustainable generational success. While there is no standardized playbook for establishing family sustainability, next gen investors and...

Without the usual financial pressures of family wealth, how do you teach your children about money, work, and personal responsibility? Because the stakes are high at this point in your family journey, this article by NEPC recommends starting with the family fundamentals and a sense of purpose for the wealth. It further outlines a reliable 1-2-3 str...

While each family office has its own unique makeup and course to success, there are many recurring themes over the years which, when aggregated, form something of a roadmap which can be used to help guide other families on their own unique journeys—be they new to wealth or several generations deep. Against that backdrop, this eBook brings collectiv...

Through a collaboration with a family office and outside partners, hear one family’s approach to encouraging the rising generation to find their voice in the family enterprise. Learn from a Family Office COO how to design and steward a rising generation program with family input and the support of external consultants. Together, the group discusses...

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...