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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...

Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corp...

Speakers cover the basics of what is a Private Trust Company (PTC), including answering common questions families may have about them. Scott D. Weaver, J.D., General Counsel & Chief Fiduciary Officer, Willow Street Moderated by Scott Winget, Enterprise Market Leader, FOX

At some point on your family journey and through the key life stages, you may take a step back and realize the wealth and legacy you’ve created are going to live on for generations. As you begin to reflect, you can look to the legacy and estate planning guide in this Digest as a starting point. You’ll also find helpful checklists, thoughtful questi...

Also known as a family trust company, a private trust company (PTC) is an entity that allows families to unbundle fiduciary services in furtherance of family and financial goals. In this overview and primer, learn more about the elements of the PTC structure, board roles and responsibilities, and when it makes sense to form a PTC.

Trusts are valuable tools frequently used to transfer wealth within families, preserve and protect wealth, and reduce taxes. Understanding trusts and the role of the trustee is important for the people establishing trusts and the beneficiaries of those trusts. Building on this foundation, answers are provided to some questions about trusts and trus...

The use of a specific ownership structure to provide for the deduction of investment management fees has evolved since 1941 to most recently in 2018 when guidance was provided by the U.S. Tax Court in determining whether the activities of a family investment management company constitute a trade or business. With a review of the details of tha...

Slowing population growth is a global phenomenon. From this research report, learn how to establish a framework by which to understand the dynamics between demographics and economics, along with the likely effect on economic growth and financial markets in the coming decades.

The family enterprise provides a strategic framework for families to stay together and accomplish the shared goals of growing wealth and managing risks through the generations. Within the enterprise, the Private Trust Company (the PTC) provides a beneficial mechanism to support the enterprise and the family’s growth and development. In addition to ...

We’ll examine how to successfully navigate the challenges that arise with the aging and cognitive decline of a family member and/or board member from the perspective of the family office. Aging experts emphasize several strategies for identifying cognitive impairment and ensuring early detection, along with resources and approaches for handling the...

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...

FOX founder Sara Hamilton, together with Margaret Vaughan Cox, will describe what a complex enterprise family looks like and share a new framework, detailed in their recently published book, Build an Enterprise Family to Last: Proven Strategies to Thrive Across Generations, that distinguishes the Family Journey, the Enterprise Journey, an...

When evaluating Family Enterprise Advisors, you need to feel confident in the advisor’s competency, objectivity, and responsiveness to your needs. Giving someone access to the most significant parts of your life can be challenging, which is why following four key tips will help with your advisor selection and choose a trustworthy advisor you can re...

Families often find it challenging to talk about long-term plans and wishes of their aging parents. But it’s never a good idea to wait until there’s a crisis to rally family members together on a plan that will address mom or dad’s needs and wishes regarding healthcare, living arrangements, and long-term financial care. Knowing how to get the conve...