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As employee retention is key to success, and workplace culture plays a critical role in retaining staff, this webcast will provide proven ideas to create an engaging culture beyond financial compensation. By the end of this webcast, attendees will be able to: Identify benefits, compensatory and non-compensatory, and training opportunities t...

FOX has identified the cultivation of Human Capital as a key element of multi-generational success for business-owning families and other Family Offices that are focused on continuity, succession, and continual growth of family assets. The Frisbie Group in Palm Beach was originally founded by three brothers investing in a single rental property in ...

Wealth advisors continue to experience rapid growth, which on its face is positive – but firms can get into trouble if growth is not properly managed. Join a panel of experienced wealth advisors explaining the ins and outs of effectively managing growth. Topics discussed include identifying the right clients for your business, creating efficiencies...

Family advisors often have a strong technical or financial background, but the importance of cultivating communication style, emotional intelligence, coaching skills, trust-building, and similar qualitative skills to serve clients cannot be overstated. Join a panel of peers who will share how they meaningfully engage with family clients and discuss...

While it is a challenge to move donors from a reactive position to an intentional giving mindset, there are proactive steps and a strategy to help achieve that transition and into a sustaining, long-term partnership of giving. In this peer dialogue event, Erinn Andrews, Founder and CEO of GiveTeam, outlines the strategy in three parts: (1) the dono...

Why do you and your family want to give? While it can be difficult to answer, defining and articulating a clear philanthropic purpose should be your north star. Designed to help take stock of your values and understand the passions and experiences that have shaped your family, this primer is the first in a series of seven about the Family Giving Li...

Organizations can fuel growth by planning for their specific human capital training and talent development needs. In this conversation on human capital, get to know the key considerations for companies to successfully align their human capital strategies with business objectives. Learn the importance of aligning talent development plans with future...

Affordability, vitality, resiliency, and employee wellbeing are the key areas of focus when it comes to employee benefits in 2025. With this outlook, see how organizations will embrace innovative strategies as the cost of healthcare benefits—driven largely by skyrocketing pharmaceutical prices—will continue to pressure employers who are committed t...

Join this engaging session on a variety of topics related to the human capital of a family office. The first half will cover trends in the workforce and labor market, from the challenges of a multi-generational team to compensation and family office career paths. Our second half will be dedicated to fielding audience questions so come prepared to s...

Seeking to preserve your family’s values, support each member’s ability to personally thrive and engage collectively in meaningful ways? Philanthropy can be a great unifier in family wealth. Join your peers for what promises to be an enlightening discussion on family legacy, making an impact and finding the path forward—together. Elizabeth Wong,...

We have all been the new person at some point or another—the new person on the block, the freshman at the big university, a manager in a new office. In such hard-to-navigate situations, training and communications are integral parts of the on-boarding process. When both employee and employer are informed about one another’s needs, personalities, an...

A major trend with family enterprise organizations is designing ways to develop and retain early career professionals. The most effective emerging practice is to develop a strategy that blends the quantitative skills necessary to meet the financial, legal and technical needs of a family, along with the qualitative skills needed to navigate complexi...

For the second quarter, we turn our attention to the topic of human capital and the level of attention it is receiving among our members, and across the industry at large. You may recall during our January 18 webcast on “The Rise of Human Capital” we stated that the “New Era of Family Wealth” has arrived. In large part, this “new era” is fueled by ...

In a survey of more than 620 human resources leaders, it was clear that attracting and retaining top talent is overwhelmingly the primary challenge they face. This report discusses how HR professionals maintain effective and talented workforces in a competitive environment. Key topics include: (1) how AI use is swiftly becoming an important tool in...